Robinhood is used by UK taxpayers who have US share and option activity from a US brokerage account. If those holdings sit outside an ISA or pension wrapper, disposals may need to be included in a UK capital gains calculation. FiscalFox reads Robinhood account activity CSV files, imports stock and option trades, dividends, interest and supported company events, converts each US dollar amount to sterling at the rate for its own date, and applies HMRC share matching rules.
How to export Robinhood account activity
Use the account activity CSV, not a portfolio summary or tax-summary-only document. The file should cover the full period needed to explain any shares sold in the tax year.
- Sign in to Robinhood on desktop or in the app.
- Open account activity, statements, reports, or documents.
- Choose the activity history export for the full period that includes your taxable trades.
- Export or download the file as CSV.
- Upload it in FiscalFox using the Robinhood option.
Use activity rows, not only a tax summary
FiscalFox needs individual dated rows with instrument, transaction code, quantity, price and amount. A year-end tax statement or portfolio valuation does not contain enough detail to rebuild UK Section 104 pools.
File format details
FiscalFox expects Robinhood activity rows with columns such as:
- Activity Date -- the transaction date
- Instrument and Description -- the stock or option identifier
- Trans Code -- for example Buy, Sell, BTO, STC or OEXP
- Quantity, Price and Amount -- the trade economics
- Amount GBP, Dollar net or Spot FX rate, if your export includes them. They are used before any published rate
Supported Robinhood rows
| Robinhood Row | How FiscalFox Uses It |
|---|---|
| Buy | Adds shares to the relevant Section 104 pool at their sterling cost on the purchase date |
| Sell | Creates a disposal matched under UK share matching rules |
| CDIV, DTAX, INT, SLIP | Dividends, US tax withheld, interest and stock lending income, imported as income records separate from the CGT calculation |
| BTO, STC, STO, BTC, OEXP | Options bought or written, closed or expired, kept separate from the underlying shares |
| OEXER, OASGN, OEXCS | Exercises and assignments, imported when the matching share trade at the strike price is in the file, with cash-settled exercises paired to their cash row. Anything unmatched is listed for review |
| SPR, SOFF, MRGS | Company events. Reverse splits adjust the holding. Spin-off shares are added, and the cost split with the parent is checked against your holding before it is applied. Shares taken out for cash in a merger are a disposal at the cash paid; other mergers are held for you to check |
Common Robinhood upload issues
US dollar amounts
UK CGT figures must be calculated in sterling, with each purchase and sale converted at the exchange rate for its own date. If your Robinhood file includes Amount GBP or Spot FX rate columns, FiscalFox uses those values first. Otherwise it uses the Bank of England daily rate for the trade date, with the European Central Bank rate as a backup, and the report shows the rate and source for every converted trade. You do not need to add exchange rates yourself. The US shares and exchange rates guide explains why the sterling gain can differ from your dollar profit.
Exercises and assignments
An exercise or assignment changes the cost or proceeds of the shares delivered, so FiscalFox only imports it when the matching share trade at the strike price is in the same file. If the share leg is missing, for example because the export starts too late, that contract is listed for review and its premium is not added to the shares. Export a range that covers both the option and the shares.
Incomplete history
A tax-year-only export may omit older purchases that form the Section 104 pool for a later sale. Export as much history as possible for securities sold in the tax year.
Once the CSV is ready, open the FiscalFox calculator, choose Robinhood, and upload the file.
Frequently asked questions
Does FiscalFox support Robinhood CSV files?
Yes. FiscalFox has built-in support for Robinhood account activity CSV files with Activity Date, Instrument, Trans Code, Quantity, Price and Amount columns.
Which Robinhood file should I upload for UK CGT?
Upload the Robinhood account activity CSV for the full period that includes your taxable stock trades. A file with only US dollar amounts is fine: FiscalFox converts each amount at the Bank of England rate for its date, unless the file contains its own GBP amount or spot FX rate.
Does FiscalFox import Robinhood option rows?
Yes. FiscalFox imports bought and written options (BTO, STC, STO, BTC), expiries, and exercises or assignments when the matching share trade at the strike price is in the same file. Contracts it cannot match are listed for review rather than guessed.
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.