Documentation

Importing a CSV

Export your transaction history from your broker or exchange as CSV, then drop it into Import. Parsing runs entirely in your browser, and nothing is stored until you review and confirm. Well-supported sources (like Trading 212 or Coinbase) are detected and read automatically; for anything else the custom importer reads your file’s own headers and pre-fills the column mapping, so it is usually a quick review-and-confirm.

Import as much history as you can. Historic buys rebuild each Section 104 pool, so your current and future disposals draw from the right cost base. See Capital Gains Tax by broker for what to export from each platform.

Resolving a missing valuation

Some rows arrive without a GBP value, a crypto token-to-token swap, a staking reward, an unpriced transfer. Pooled never guesses a price. Instead it flags the row as needs valuation and holds it out of your figures until you fill it in. Foreign- currency rows are converted using HMRC monthly exchange rates.

Open the flagged row, enter the GBP value at the time, and the queue clears. Your gain updates only once every required value is in, so a figure is never built on an invented price.

Reading your disposals & audit trail

The Disposals view lists every sale in the tax year with the gain or loss. Open one to see the audit trail: which rule matched (same-day, the 30-day bed-and-breakfast rule, or the Section 104 pool), which acquisition lots were consumed, and the pool before and after. Every figure is traceable, so you can check it rather than trust a black box.

ISA allowance tracking

Gains inside an ISA are free of CGT, but the £20,000 annual subscription limit still matters. Pooled shows how much of your allowance you have used across accounts, and handles bed-and-ISA disposals correctly, the sale in the taxable account is a CGT event at market value, while the rebought holding is then sheltered.

Self Assessment forecast

The forecast combines your realised gains with dividend, interest and self-employment figures you enter to estimate your Self Assessment bill and any payments on account. It is clearly labelled an estimate for information only, never advice, and never a prompt to buy or sell.

Exporting SA108

When your figures are complete, read off SA108-shaped numbers, the Capital Gains Summary of the Self Assessment return, with the annual exempt amount applied. Export them as CSV or a styled PDF to keep with your records or hand to your accountant. Always check the figures against your own records before filing.