Taxing 212

UK capital gains calculator for Trading 212

Trade history

Load your Trading 212 history CSV. Full history is required for Section 104 prices. If split across files, avoid overlaps.

Files loaded
{{fileName}}
{{uploadStatus.message}}

Edited CSVs must be removed and re-added.

Tax year

Tax year
{{fyText}}
Advanced options

Manual trades, corporate actions, and bed-and-breakfast residence — only if you need them.

Use this for in-specie transfers from other brokers that are missing from your CSV.

{{mt.action}} {{mt.ticker}} {{mt.date.replace('T', ' ')}} · {{mt.shares}} @ £{{mt.price}} · {{mt.name}}

Record stock splits or ticker renames so older trades are adjusted before matching.

{{ca.type}} · {{ca.ticker}} {{ca.date}}

The 30-day bed and breakfast rule only applies if you were UK tax resident when you re-purchased HS284.

UK tax residence for bed and breakfast rule
How it works, privacy, and disclaimer

How it works

Taxing 212 reads Trading 212 history CSV files in your browser and produces figures useful for a UK Self Assessment return. It does not calculate how much tax you personally owe.

Capital gains

  1. Same-day buys and sells are grouped into single transactions under the same day rule.
  2. Same-day disposals are matched and gains calculated under that rule.
  3. Buys within 30 days of a disposal are matched under the bed and breakfast rule, unless you were not UK tax resident at repurchase.
  4. Remaining shares go into a Section 104 pool and are disposed using pooling rules.
  5. Each holding gets a trade log and a commented calculation ledger.
  6. A round-trips report shows which matching rule applied to each disposal in the tax year.
  7. A tax-year summary lists the figures typically needed for Self Assessment.

If a sale exceeds recorded holdings, check for missing history, in-specie transfers, corporate actions, or other data gaps before relying on the figures.

Dividends

Dividends are split into UK companies, other UK (funds/trusts), and non-UK. Foreign withholding tax is totalled for the selected tax year.

Privacy

Everything runs locally in your browser. No data is uploaded, no cookies are set, and there is no analytics. The code is open source on GitHub.

Disclaimer

Use these figures for tax purposes only after you or your tax advisor have checked them for accuracy and completeness.

This software is provided “as is”, without warranty of any kind, express or implied, including but not limited to the warranties of merchantability, fitness for a particular purpose and noninfringement. In no event shall the authors or copyright holders be liable for any claim, damages or other liability, whether in an action of contract, tort or otherwise, arising from, out of or in connection with the software or the use or other dealings in the software.

Calculations for {{fyText}}

These calculations may be used for tax purposes after they have been checked for accuracy and completeness by yourself or your tax advisor.

Tax Year {{fyText}} Summary

Disposal Count:
{{taxYearData.disposals}}
Disposal Proceeds:
{{formatCurrency(taxYearData.proceeds)}}
Total acquisition costs:
{{formatCurrency(taxYearData.costs)}}
Total Realised Profit:
{{formatCurrency(taxYearData.realisedProfit)}}
Total Realised Loss:
{{formatCurrency(taxYearData.realisedLoss)}}
Combined P/L:
{{formatCurrency(taxYearData.realisedProfit - taxYearData.realisedLoss)}}
Dividends Received:
{{formatCurrency(taxYearData.dividends)}}

All Data Summary

Disposal Count:
{{disposalCount}}
Total Realised Profit:
{{formatCurrency(realisedProfit)}}
Total Realised Loss:
{{formatCurrency(realisedLoss)}}
Combined P/L:
{{formatCurrency(realisedProfit - realisedLoss)}}
Unrealised Capital Gain (open positions):
{{formatCurrency(totalUnrealisedGain())}}
Dividends Received:
{{formatCurrency(dividendsTotal)}}

Deposits

Withdrawals

Portfolio Allocation

Open holdings as at the end of {{fyText}} (5 April)

Monthly Dividend Income

Dividends received in the selected tax year ({{fyText}}).

{{fyText}} Round Trips

No round trips found for this tax year.

Date Sold
Date Aquired
Asset
Amount
Cost £
Proceeds £
P/L £
Notes

Dividends

Dividends from UK-listed funds, trusts, and other non-company sources may appear under UK Company Dividends by default. Untick UK Company? for those rows so they move to Other UK Dividends and the tax-year totals stay correct.

Tax Year {{fyText}} Summary

UK Companies Total:
£{{divTyUkC}}
UK Other (Funds/Trusts) Total:
£{{divTyUkO}}
Foreign Total:
£{{dividendDetails.nonUk.toFixed(2)}}
Foreign Taxes Paid:
£{{dividendDetails.taxPaid.toFixed(2)}}
Show

UK Company Dividends

Date Received
Name
Value
UK Company?

No UK company dividends in this view.

Other UK Dividends

Date Received
Name
Value
UK Company?

No other UK dividends in this view.

Non-UK Dividends

Date Received
Name
Value
Tax Paid

No non-UK dividends in this view.

* = Included in {{fyText}} Tax Year

All Holdings