Vanguard do the same. Not the prettiest site you’ll see but the reporting and analysis tools available on a portfolio is excellent.
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Look it’s really hard to explain this exactly in a short forum message.
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Vanguard shows like this:
Personal £4,500
Company £0
Third Party £0
Tax Relief £1,125
Total Contributions £5,625
… This is the kind of thing I would like from Free Trade!
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@JamesBell make the export format the same as this calcluator? http://www.cgtcalculator.com then all we have to do is copy our trades into the website and we can easily get the CGT calcualtions.
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Any updates for GIA accounts?
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Hey everyone - just crossposting - as I mentioned above the first step in simplifying this activity at Freetrade is addition of an activity report showing buys, sells and income
You can see the first version of that extract shared on this thread → Download/export Activity feed to CSV
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@freetrade, how easy/difficult is it to buy a solution from a classic/well-settled platform with years of experience on this and apply it for us users?
I am going to be selling my stocks on Freetrade slowly and moving them to eToro, as my accountant told me the horror story that it would be to calculate capital gains on my GIA without a Consolidated Tax Report (which eToro produces - in fact, eToro also has a detailed guide on how to fill out a self-assessment form!). It’s quite sad, I love Freetrade, I’ve learned lots since I started trading with them, but this really is a nightmare.
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Same here… can you please share a link to the guide?
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Couldn’t agree more. They management assured me it was being introduced but that was months ago. I believe Freetrade is the only platform that doesn’t provide this facility. Major failing.
| rodduartebr Rodrigo Duarte
2 November
I am going to be selling my stocks on Freetrade slowly and moving them to eToro, as my accountant told me the horror story that it would be to calculate capital gains on my GIA without a Consolidated Tax Report (which eToro produces - in fact, eToro also has a detailed guide on how to fill out a self-assessment form!). It’s quite sad, I love Freetrade, I’ve learned lots since I started trading with them, but this really is a nightmare.
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I’ve been asking for a tax certificate for the last few years on this platform, however I may as well have been whistling at the moon. They seem to be great at reducing customer service whilst increasing their charges. This will be the last year I attempt the admin nightmare of CGT and dividend taxes with FT.
I love the etoro tax report. Even tells you which box on the tax return the numbers go 
Only prob with etoro is the exchange rate at the min is rubbish.
To calculate CGT yourself using ( CGTCalculator online capital gains calculator for UK share trades) do the following:
- Using Freetrade export an activity statement of all time
- Email/Copy the export feed csv file to a PC/MAC and install Python 3
- Use the following python code to convert the activity statement for use with cgtcalc:
import csv
import sys
from datetime import datetime
freetrade_activity_export_name=sys.argv[1] # freetrade export file
f = open('cgt_calc_results.csv', 'w', newline='', encoding='utf-8')
header = ['Type','Date','Ticker','Share_Quantity','Share_Price','Fees']
writer = csv.writer(f)
writer.writerow(header)
with open(freetrade_activity_export_name) as f:
reader = csv.reader(f)
for row in reader:
if row[5]=="BUY" or row[5]=="SELL": # Only parse BUY and SELL rows
fees="0"
if row[5]=="BUY" and row[11]=="London Stock Exchange" and row[9]!="0": # Only UK stocks that are buys pay STAMP Duty and are not 0 (E.g AIM STOCKS)
fees=row[9]
if row[14]=="USD":# If USD then we have FX fees to take into account
fees=row[20]
trade_date=row[2]
date_object = datetime.strptime(trade_date,"%Y-%m-%dT%H:%M:%S.%fZ") # Format the date so it can be converted
formatted_date = date_object.strftime("%d/%m/%Y")
company_name=row[0].replace(' ', '_')#Removing erronoes spaces in company names that cgtcalc will not accept.
print(row[5]+" "+formatted_date+" "+company_name+" "+row[10]+" "+row[8]+" "+fees)
writer.writerow([row[5],row[2][:-14],company_name,row[10],row[8],fees])
- Run the script for example python ./freetrade_2_cgtcal.py export_activity.csv
- Copy the output into https://cgtcalc.galloway.me.uk/
Troubleshooting:
If a company has changed it’s name, then fix the company so it uses the same name throughout.
Disclaimer: I’m not an accountant and this is not financial advice.
Or …
Just give us a full tax report
what a faff all that is.
Something will bound to go wrong copy paste delete filter
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Firstly I’m a Freetrade investor and have a Freetrade SIPP account and will continue to do so.
If you have money to invest outside of tax protected accounts then InvestEngine are an option. They provide full reports to your account automatically.
Much easier now we can export all activity history 
The CGT issue only applies to those who:
- have disposed of chargeable assets which were worth more than £49,200
- have chargeable gains, before the deduction of any losses, of more than £12,300
I assume this will be a small percentage of people on FT, so a low priority.
Therefore it is the Interest and Dividends that will be the main concern for tax reporting purposes for most people, however this new csv export function doesn’t do enough to separate foreign interest and dividends (especially for those Acc funds) so whilst the numbers are low, I have no confidence in the final output being 100% accurate
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Totally agree the reporting needs to be reliable.
Hopefully most shouldn’t need to pay tax as they will be under the £2000 dividend allowance.
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This feature is a must.
The transactions report provided is not in a format that is easy for the accountants to use.
Trading 212 has had this feature for ages. Moved because of the lower fees, but not having this feature doesn’t make the lower fees worth the move. Might consider moving back, as it’s been at least 3 years since this was first requested. 
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