Capital Gains Tax · Trading 212
Trading 212 Capital Gains Tax: how to report it in the UK
If you sell shares and ETFs, including fractional and US-listed shares in your Invest account (a General Investment Account), those disposals are subject to UK Capital Gains Tax. Here is how to turn your Trading 212 history into correct figures for Self Assessment.
Which Trading 212 account is taxable?
Only your Invest account (a General Investment Account) matters for Capital Gains Tax. Anything held in the Stocks & Shares ISA is sheltered: gains there are tax-free and don’t go on your return. So when you work out your CGT, use the taxable account and leave the sheltered wrappers out, other than watching your £20,000 ISA allowance.
Three steps
- 1
Export from Trading 212
Download Trading 212’s account history export (CSV) from the History tab. Pooled detects it and reads every order directly.
- 2
Import into Pooled
Drop the file into Pooled. It detects Trading 212 automatically and parses every order in your browser; nothing is stored until you review and confirm.
- 3
Read off your figures
Pooled rebuilds each Section 104 pool from your history, applies the same-day, 30-day and pooling rules, and shows SA108-shaped figures with the annual exempt amount applied and a full audit trail.
Trading 212 note. US-share orders settle in USD; Pooled converts them to GBP using HMRC monthly exchange rates, and fractional quantities are handled exactly.
How HMRC taxes your Trading 212 disposals
Each sale is matched under HMRC’s share-identification rules in order: same-day first, then the 30-day bed-and-breakfast rule, then the Section 104 pool. Purchase fees and stamp duty add to allowable cost. Try it on your own numbers in the free Section 104 calculator, or see the guide to choosing UK CGT software.
Questions
Do I pay Capital Gains Tax on my Trading 212 ISA?
No. An ISA (and a SIPP) is sheltered from CGT, so gains inside the Stocks & Shares ISA are tax-free and are not reported. Only disposals in your Invest account (a General Investment Account) count towards Capital Gains Tax.
Does Trading 212 calculate or report my Capital Gains Tax?
No. UK brokers don’t compute your CGT or file it for you the way an employer handles PAYE. You are responsible for self-assessing gains on the taxable account, which is exactly what Pooled produces the figures for.
How do I get my Trading 212 transactions into Pooled?
Export Trading 212’s account history export (CSV) from the History tab. Pooled detects it and reads every order directly. Then import it into Pooled; historic buys rebuild your pools so future disposals compute correctly.
Is my Trading 212 data private?
Yes. Parsing runs in your browser and nothing is stored until you review and confirm. A missing valuation is flagged for you to fill, never guessed.
See your Trading 212 gain in minutes
Import runs in your browser and the current tax year is free, no account needed to try it. Or lock it in for life, founding members get lifetime access from £99.
Other brokers: Vanguard UK, Hargreaves Lansdown, interactive investor, AJ Bell, Freetrade.