UK Capital Gains Calculator¶

Easily calculate UK Capital Gains Tax from your investment transaction history.

Supported sources include Charles Schwab, Trading 212, Morgan Stanley, Sharesight, Hargreaves Lansdown, Vanguard, Freetrade, Interactive Brokers, or a custom RAW format.

The tool generates a detailed PDF report with all calculations.

All prices are automatically converted to GBP, and all HMRC rules are applied — including the same-day, bed and breakfast, and Section 104 holding rules.

The PDF report includes separate Capital Gains and Interest and Dividends sections, with a summary at the end. Interest is grouped monthly per broker to keep reports concise, even for brokers that pay daily interest.

Example report¶

Here's what a generated PDF report looks like:

View full example report (PDF)

Where to start¶

• Installation — install the tool and LaTeX
• Usage — generate your first report
• Brokers — export instructions for each supported broker
• Offshore funds (ERI) — if you hold non-UK funds
• Development — contribute to the project