DiviScout
Local·Private
01Portfolio intelligence

Know what you actually own.

A clear read on dividends, allocation, return, fees and UK capital gains, built from broker CSV and PDF exports in your browser.

Upload from Files

Choose the original broker export from your Files app or downloads. Best first upload: transaction history CSV. Also supported: Trading 212 monthly statement PDFs and holdings CSVs. Not supported: screenshots, copied tables or edited spreadsheets.

Already have a file?How to exportRead the blog

Example: dividends received, 2025/26
£2,418.60
Across 14 holdings · up 11.4% on last year

What it builds

Four views, one export.

The breakdowns your broker dashboard leaves out.

  1. 01

    Dividend income

    Monthly and annual payouts, yield on cost, and a forward estimate of what's coming.

  2. 02

    Allocation

    Where your capital actually sits by holding, sector and geography.

  3. 03

    Return & fees

    True total return with dividends reinvested, net of platform and FX charges.

  4. 04

    UK capital gains

    Section 104 pooling, the 30-day rule and your exempt amount, done for the tax year.

02Handling

Read locally.Kept nowhere.

The whole point: your holdings are nobody's business but yours.

  1. A
    No server copy to leakFiles are parsed in this session, then gone.
  2. B
    No broker login heldWe never ask for passwords or API keys.
  3. C
    No account to createAnalyse a file without signing up.

Supported exports

Bring the original export.

Start with the original export from your broker, then choose it from Files or downloads. DiviScout accepts different files for different jobs, so the best upload depends on what you want to analyse.

01

Trading 212

Transaction CSV · monthly PDF · snapshot

CSV · PDF
02

Interactive Investor

Activity ledger · holdings snapshot

CSV
03

AJ Bell / Youinvest

Transactions · holdings · SIPP

CSV

What To Upload

Which file should you use?

The short version: transaction history is best for full analysis, statement PDFs help with reconciliation, and holdings snapshots are best for current allocation.

Transaction history CSV

Where: History, activity or transactions export inside your broker account.

When: Use this first when you want the full picture.

Why: It is the best source for dividends, deposits, withdrawals, fees, FX and return calculations.

Trading 212 monthly statement PDF

Where: Monthly statements or documents inside Trading 212.

When: Use this when you want month-by-month reconciliation or a current holdings snapshot.

Why: The app can merge several monthly PDFs and use the latest one for open positions.

Holdings or portfolio snapshot CSV

Where: Portfolio, holdings or valuation export inside the broker dashboard.

When: Use this when you mainly care about what you hold right now.

Why: It is enough for allocation, concentration and rebalancing views, but not a full cash-flow history.

More than one file together

Where: Export the original files from the same broker and drop them in together.

When: Use this when your broker splits activity and holdings into different exports.

Why: DiviScout can combine them so returns come from transaction history and current positions come from the latest snapshot.

Read export guides

Before you upload

Three rules that avoid bad imports.

  1. 01

    Upload the original broker export

    CSV and PDF are supported. Screenshots, copied tables and edited spreadsheets are less reliable.

  2. 02

    Choose the longest range you can

    A complete transaction history is usually better than several short partial exports.

  3. 03

    Use sample data if you are unsure

    You can explore the tool first, then replace the sample with your own files.

Read your portfolio properly.

Start with sample data. No upload, no sign-up.

Local workflow

  1. 01

    No sign-up or broker login.

  2. 02

    Sample data loads instantly.

  3. 03

    Replace it with your CSV or PDF when ready.