Transactions this tax year

1,342

Matched transactions

1,198

Review items

24

Unmatched positions

12

Recent transactions

Imported trades requiring tax treatment and matching

DateBrokerInstrumentTypeQtyPremium / ProceedsCost basisGain/Loss
No data

HMRC matching rules

Same-day matching

Applied

30-day matching

Checked

Section 104 pool

Updated

Option exercise/assignment links

Review required

Tax summary

Estimated UK capital gains tax position

Annual Exempt Amount
£3,000.00
Estimated Taxable Gain
£11,314.42
Estimated CGT at 10%
£1,131.44
Estimated CGT at 20%
£0.00
Estimated CGT Payable
£1,131.44