FiscalFox product changelog

This is a curated history of features customers can use. It covers new broker imports, AI improvements, reports and meaningful workflow upgrades. Internal analytics, advertising work, maintenance and routine bug fixes are intentionally excluded.

Current coverage: FiscalFox has 15 built-in broker imports, plus an opt-in Other Broker AI import for supported CSV and Excel files.

10 August 2026

• Added secure email links so you can start on mobile and continue a broker upload on desktop without reselecting the broker or tax year.
• Added a self-service account deletion flow.

5 August 2026

• Added native Morgan Stanley at Work imports for supported stock-plan history exports.

2 August 2026

• Added opening Section 104 balances for individual users, including opening units and pooled cost when older transaction history is unavailable in a broker export.
• Opening-balance calculations and reports are clearly marked as provisional so the supplied figures can be checked before filing.

28 July 2026

• Added a native Webull import for exported order history.

17 July 2026

• Added Self Assessment working papers to customer report packs, making it easier to review the figures behind an SA108 return.

15 July 2026

• Added selectable 2026/27 calculations with the £3,000 annual exempt amount and 18%/24% main CGT rates.
• Updated 2026/27 dividend rates to 10.75%, 35.75% and 39.35%, with the £500 dividend allowance.
• Published the production calculator at a public URL so you can try it before signing in.
• Published the calculation methodology and a synthetic 2025/26 report example for independent review.

14 July 2026

• Added native AJ Bell transaction imports.
• Added native IG Share Dealing imports with broker-specific export guidance.

3 July 2026

• Added a native Revolut transaction import.
• Enhanced the AI importer to process large broker files in smaller chunks instead of requiring one oversized request.

25 June 2026

• Added a native Robinhood import.
• Expanded Interactive Brokers support for foreign-currency trades.

30 May 2026

• Added detailed Section 104 pool workings with a running history for each security.
• Added closing pool balance reports showing units, pooled cost and average cost carried forward.
• Added SA108 summaries grouped by asset type and security.
• Added a report of corporate actions applied during the calculation.
• Added ownership-percentage scaling for jointly held portfolios.

20 May 2026

• Added a native Moneybox import.
• Added clearer report guardrails when transactions or security matches still need review.

13 May 2026

• Added native Interactive Brokers imports from the HMRC-focused activity export.
• Added support for common Interactive Brokers option lifecycle rows.

4 May 2026

• Added automatic detection of potential stock splits and other corporate actions.
• Added a review queue so unusual transactions can be checked without hiding the rest of the calculation.

27 April 2026

• Added an anonymous calculator flow so you can upload a supported broker file and see a calculation preview before creating an account.

19 March 2026

• Added security-identity review using ISINs and security names to match the same holding across different brokers.
• Expanded stock-split detection beyond a small built-in list.
• Enhanced AI imports with dividend parsing and clearer previews of recognised transactions.

25 February 2026

• Enhanced SA108 reports with box mappings, GBP formatting and a gain breakdown by security.
• Refreshed the dashboard so upload progress, calculation results and report actions are easier to follow.
• Published a FiscalFox CLI guide for calculating with Claude Code, Cursor and other coding agents.

19 February 2026

• Launched the opt-in Other Broker AI import for customers whose broker did not yet have a native importer.
• Added support for complex, multi-section spreadsheets and files with separate debit, credit and fee columns.
• Added a mapping preview and low-confidence warnings before AI-extracted transactions are accepted.

29 August 2025

• Added Vanguard Excel workbook imports alongside the existing CSV format.
• Expanded Saxo support to its three-sheet Excel export, including transactions and dividends.

25 August 2025

• Added one-off tax-year report purchases and downloadable report packs.
• Added a full-screen processing view so long imports show clear progress.

30 July 2025

• Added inline transaction editing for dates, tickers, names, quantities, prices and fees, with automatic recalculation after saving.

21 July 2025

• Added downloadable dividend and interest reports with relevant SA100 and SA106 references.

17 June 2025

• Added a native InvestEngine import.
• Added ISIN-based matching to recognise the same security when brokers use different ticker formats or fund names.

15 June 2025

• Added dividend and cash-interest imports for Trading 212 and Freetrade.
• Added income-based dividend tax estimates across the UK rate bands, including foreign tax credit information.

4 June 2025

• Added dividend income from eToro account statements.

26 March 2025

• Added native Trading 212 and eToro transaction imports.

21 March 2025

• Launched the first FiscalFox UK capital gains calculator with Vanguard, Hargreaves Lansdown and Freetrade imports.
• Added tax-year views, transaction summaries and the first calculation reports.

How tax changes are verified

Tax values are checked against official GOV.UK or HMRC publications before release. Relevant sources are linked from the 2026/27 guide and methodology. Automated calculation tests and a production build are run for code releases.