I have both a basic account and ISA with FT. With the basic account will FT be able to provide a list of all purchases and sales in the future (ideally a spreadsheet)? So it’s easy to calculate capital gains. I noticed on the monthly statement it just shows the stock and the value.
I don’t require this now, but would prefer to know it will be available in the future. If not, I’ll start keeping a spreadsheet of cost prices/dates (as its not something I’d want to do come tax return filing season).
Same for dividends - I assume we’ll receive a dividend tax certification at the end of the tax year for the basic account?
Love the app so far, and great job. I’m a long term HL user so this app is great for smaller individual stock purchases. Keep up the good work