FiscalFox has 21 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.
Employee share plans have their own built-in imports. The Charles Schwab RSU and ESPP guide covers the Schwab brokerage and Equity Awards files, which FiscalFox reads together, and the Morgan Stanley guide covers Morgan Stanley at Work reports. RSUs and ESPP shares at Fidelity Stock Plan Services do not have a built-in import yet: the Fidelity Stock Plan RSU and ESPP guide explains how to export the Fidelity.com history and upload it under Other broker.
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. If our usual import cannot read a file, a background check sends its column headings and a few sample rows to our AI provider, without a separate permission step, and checks the result against every row. Uploaded files are kept privately, normally for 14 days, with the exceptions explained in our privacy policy.
Can't find your broker?
Choose Other Broker in the calculator. If our usual import cannot read your file, a background check works out how and adds your transactions.
Broker guides
Listed alphabetically for quick scanning.
AJ Bell
Dealing account Transaction History CSV
Charles Schwab
Brokerage and Equity Awards CSVs for RSU vests, ESPP purchases and sell-to-cover
DEGIRO
Transactions export; recognised GBP layouts read locally, with AI fallback for unfamiliar files
eToro
Account statement export
Fidelity
Fidelity UK transaction history CSV
Fidelity Stock Plan
US Fidelity Stock Plan Services (NetBenefits) RSUs and ESPP: History CSV via Other broker
Freetrade
Activity statement export
Futu / moomoo
Orders export with fees, plus History Transactions for fill dates
Hargreaves Lansdown
Transactions plus dividend CSV where relevant
IG
Settled Share Dealing transaction history
Interactive Investor
Trading Account transaction history in GBP
Interactive Brokers
Activity Statement CSV with trades
InvestEngine
Portfolio transaction history
Lightyear
GBP account CSV and prepared trade statements; unfamiliar layouts use AI
Moneybox
General Investment Account order history workbook
Morgan Stanley
RSU releases, ESPP purchases and ESPP sales from Morgan Stanley at Work
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.