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Hargreaves Lansdown

You will need:

  • Exported transaction history from Hargreaves Lansdown. Hargreaves Lansdown can generate a tax report going to "Accounts → Tax Centre". HL will generate the report for all transactions across the selected period.
  • For simplicity you can generate reports for each tax year.
  • For each report you will need the export in CSV with the link provided by HL at the bottom of the report and all PDF contract notes for each buy and sell transaction which are linked directly for each transaction in the report shown.
  • Put the CSVs for all periods and their related PDF contract notes in the same folder. The report will automatically aggregate all transactions across all periods and generate a single report for the selected tax year.
  • See example.

Example usage for the tax year 2024/25:

cgt-calc --year 2024 --hl-dir hl_data_dir/