AJ Bell workflow
Use holdings for position snapshots, transactions for income.
AJ Bell portfolio files are good for allocation. Transaction history is better for dividends, cash movements and tax-year income views.
AJ Bell Youinvest export guide
Prepare AJ Bell portfolio and transaction files for DiviScout.
DiviScout supports AJ Bell SIPP portfolio exports and transaction history CSV files. The app can use them for holdings, dividends and cash-flow analysis when the file contains the expected columns.
Local-first analysis
- 01
Files are parsed in your browser.
- 02
No broker login is required.
- 03
Use exports for dividends, tax and allocation checks.
AJ Bell
Choose an export
Illustrative guide. Broker screens can change; use this to identify the type of export DiviScout expects.
Screenshots
What to look for before uploading
Screen 1
Export portfolio holdings
Use the portfolio or holdings area when you need current quantities, values and costs.
Holdings CSV- 01
Cash statement
- 02
Portfolio / Holdings
- 03
Orders
- 04
Secure messages
Screen 2
Export transaction history
Use transaction history when dividends and cash movements matter.
Income rows- 01
Visible page only
- 02
Full transaction history
- 03
Corporate actions only
- 04
PDF statement
Screen 3
Check account type
SIPP files can be analysed, but SIPP income is generally not part of personal dividend tax calculations.
SIPP context- 01
ISA
- 02
SIPP
- 03
Dealing account
- 04
Watchlist
01
Download holdings
Use this for allocation, position values, quantities and current portfolio shape.
02
Download transactions
Use this for dividends, interest, trades, deposits, withdrawals and tax-year summaries.
03
Keep the full period
If AJ Bell offers a date range, include the whole period you want DiviScout to analyse.
04
Upload original CSV
Avoid re-saving through spreadsheet tools before upload because they can rewrite dates and currency values.
SIPP context matters
DiviScout can analyse SIPP holdings and dividends, but SIPP income is generally outside personal dividend tax.
Allocation view
Portfolio exports are useful for concentration checks when enough identifiers are present.
Dividend view
Transaction exports are better for dividend timelines because they include dates and credited amounts.
AJ Bell export guide FAQ
Which AJ Bell export should I use first?
Use the transaction history CSV first when you want dividends, trades, cash movements and tax-year summaries. Use the holdings or SIPP portfolio CSV when you mainly care about current positions and allocation.
Can DiviScout read AJ Bell SIPP files?
Yes. DiviScout can analyse supported AJ Bell SIPP portfolio files, but SIPP income is generally outside personal dividend tax calculations, so account context still matters.
Why upload both holdings and transaction files from AJ Bell?
The transaction history explains the cash-flow and dividend history, while the holdings file helps confirm what you own now for allocation and rebalancing views.
What should I do after exporting the files?
Upload the original CSV files directly into DiviScout, or return to the broker export guides hub if you want to compare the AJ Bell workflow against other supported brokers.
Next pages to use
Privacy
Upload the original export, not your login.
DiviScout parses CSV and PDF files locally in your browser. The file content is not stored server side, and you do not need to connect your broker account.
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