Brokers¶
You need to provide the transaction history for each of your accounts, covering all transactions since you first acquired any shares owned during the relevant tax years. Pick your broker below for export instructions.
| Broker | CLI option | Notes |
|---|---|---|
| Charles Schwab | --schwab-file, --schwab-award-file |
Equity awards supported |
| Trading 212 | --trading212-dir |
Folder of yearly exports |
| Morgan Stanley | --mssb-dir |
Folder from the report download page |
| Sharesight | --sharesight-dir |
Multi-broker portfolio tracker |
| Hargreaves Lansdown | --hl-dir |
CSVs plus contract-note PDFs |
| Vanguard | --vanguard-file |
Excel export tab saved as CSV |
| Freetrade | --freetrade-file |
Activity CSV export |
| Interactive Brokers | --interactive-brokers-file |
Transaction history CSV |
| RAW format | --raw-file |
Generic fallback for other brokers |
If your broker is not listed, try the RAW format. Contributions for new brokers are very welcome — see Adding a broker.