FiscalFox has 15 built-in broker importers. Choose the guide for the platform that produced your file, then export row-level transaction history rather than a portfolio valuation, gain summary or tax certificate alone.
A usable capital gains history normally needs acquisition and disposal dates, quantities, security identifiers or descriptions, prices, fees and sterling values or supporting exchange-rate data. The required period can begin before the tax year because older purchases may remain in the Section 104 holding. Broker-specific pages explain accepted file types, excluded account wrappers and the warnings that should be resolved before relying on a calculation.
If the same investment appears at more than one broker, import the relevant accounts into one calculation. HMRC share identification follows the beneficial owner's transactions rather than treating each platform as a separate tax pool. Read the multi-broker guide and HMRC Helpsheet 284 for the matching context.
Built-in broker files are processed locally in your browser session. Unsupported broker imports use an opt-in AI parser and ask for consent before any file is sent for parsing.
Can't find your broker?
Choose Other Broker in the calculator. AI parsing is opt-in and only runs after you sign in and consent.
Built-in broker guides
Listed alphabetically for quick scanning.
AJ Bell
Dealing account Transaction History CSV
eToro
Account statement export
Freetrade
Activity statement export
Hargreaves Lansdown
Transactions plus dividend CSV where relevant
IG
Settled Share Dealing transaction history
Interactive Brokers
Flex Query with trades and FX table
InvestEngine
Portfolio transaction history
Moneybox
General Investment Account order history workbook
Morgan Stanley
StockPlan Connect purchases, ESPP sales, and supported releases
Revolut
Investment account statement CSV
Robinhood
Account activity CSV
Saxo Bank
Account statement export
Trading 212
History export for Invest account
Vanguard
Account transaction export
Webull
Stock and supported long-option order history
Official UK tax references
This guide is checked against published GOV.UK and HMRC material. FiscalFox is a calculation tool, not personal tax advice; review unusual transactions with a qualified adviser.