FolioTrack

Total Cost Basis

£0

no trades yet

Realised P&L

£0

0 closed

Avg Win / Avg Loss

—

excl. futures

ROI

0%

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Top Gainers & Losers

By realised P&L

Full →

No closed trades yet

By Broker

No data

By Class

No data

Monthly P&L

Full →

No data

Recent Activity

All →

No closed trades yet

All

Stocks & ETFs

Crypto

Long

Short

Open Positions

—

No positions

All

Buys

Sells

Stocks & ETFs

Crypto

Open

Closed

All

Spot

Futures

To create a pair: select 2+ trades by clicking on them, then click Create Pair.

Trade History

—

No trades yet

Dividends Received

£0

selected period

Withholding Tax Paid

£0

may be reclaimable

Dividend History

No dividends yet

Dividends from IBKR and HL CSVs are detected automatically on import.

Monthly P&L

UK FY 25/26

No data

P&L by Asset

No closed trades

No pairs yet

Go to Trades, select 2 or more trades, and click "Create Pair".

£0

Total Fees

£0

Avg per trade

0

Trades with fees

Fees by Broker

No fee data

Fees by Month

No data

Fee Detail

No fees recorded

Capital Gains (UK FY)

£0

CGT applicable

Capital Losses

£0

can offset gains

Net Taxable Gain

£0

gains minus losses

Dividend Income

£0

Income Tax applicable

Exclude Hargreaves Lansdown (ISA — not subject to CGT)

CGT Disposals — UK FY 25/26

For HMRC Self Assessment

No disposals in this tax year

Drop CSV or Excel file here

FX auto-fetched · Broker format auto-detected

IBKR Hargreaves Lansdown Binance Bybit Bitget BingX Capital.com

Import History

No imports yet

How it works

1

Export from broker

Download CSV from IBKR, HL, Binance, Bybit, etc.

2

Drop it here

Format auto-detected. If unrecognised, column mapping tool appears.

3

FX auto-converted

USD/EUR → GBP using ECB historical rate per transaction date. Original currency preserved.

4

Confirm sell matches

FIFO for crypto, Share Pool for stocks. Auto-suggested, you confirm.

Format not recognised?

If your broker changed their CSV format, use manual column mapping. Your mapping is saved for next time.

Snapshots

Auto-saved before each import

No snapshots yet

Posições Resetadas

Posições removidas manualmente das posições em aberto

Nenhum reset activo

Manual Backup

Export all data as JSON. Save to computer or Google Drive. Restore on any device.

Restore from backup

Import backup JSON

Recalcular taxas de câmbio

Actualiza as taxas históricas em falta para trades com £0.00