Save Tax! Don't use the Trading 212 annual report to report Capital Gains Tax!

Trading 212 have one of the best broker  platforms and they produce nice monthly and annual tax year statements. But you should NOT use the Total gains/loss figure in the annual report of your Invest GIA  .

In Trading 212 - Invest, I go to Documents - Account Statements - Annual Statements and download the PDF.  This showed a 'Closed result' for the 2025 tax year of £2,755.

However, when I ran my transactions for this account through both cgtcalculator.com and cgtcalc.co.uk (which also can include ERI) they both reported a CGT gain of £1150. So if I had used the figure reported by Trading 212 (which does not fully take into account same day and 30-day HMRC tax rules), I would have declared a much higher figure and paid more CGT than I needed to (this year).

If you do a lot of trading on your T212 Invest account or rebalanced your pies a lot, you may also have this problem.

If you want to calculate T212 gains - see this page.