Dividend tax
Use this for dividend income paid by shares or funds. It estimates tax above the annual dividend allowance.
Trading 212 tools
Turn Trading 212 exports into clearer portfolio decisions.
DiviScout reads Trading 212 CSV exports and monthly PDF statements directly in your browser. Use it to review dividends, returns, tax summaries, allocation and fees without giving anyone your broker login.
What the export unlocks
- 01
Dividend payer rankings and forward income.
- 02
UK CGT and dividend tax planning views.
- 03
Fees, FX drag, allocation and returns.
Two UK tax tools, two different questions
CGT
Use this for gains or losses when you sell investments. It applies UK share-matching rules to disposals.
Simple rule: dividends are income; sells create capital gains or losses. ISAs and SIPPs are generally outside these personal tax calculations.
Trading 212 dividend tracker
Upload statements and see received dividends, payer ranking, withholding tax and rough forward income estimates.
Trading 212 returns calculator
Compare deposits, withdrawals, realised results and current account value with XIRR-style annualised return inputs.
Trading 212 PDF statement parser
Monthly PDF statements are parsed locally in the browser and merged across periods without uploading your files.
UK CGT calculator
Estimate capital gains from disposals using same-day matching, the 30-day rule and Section 104 pooling.
UK dividend tax allowance calculator
Estimate dividend tax by tax year using current UK allowance and dividend rates before uploading broker files.
Broker export guides
Step-by-step file guidance for Trading 212, AJ Bell Youinvest and Interactive Investor exports.
Fees, FX and allocation analytics
Review FX drag, fees paid, country allocation, holdings concentration and cash-flow rebalancing ideas.
Trading 212 tools FAQ
Which Trading 212 file should I upload first?
Start with the full transaction history CSV when possible. It is the best source for dividends, returns, fees, FX, deposits, withdrawals and tax-year summaries.
Does DiviScout support Trading 212 monthly statement PDFs?
Yes. Trading 212 monthly statement PDFs can be parsed locally in the browser, merged across periods and used to confirm current open positions from the latest statement.
Which Trading 212 tool should I use for dividend tax versus CGT?
Use the dividend tax calculator for dividend income and the CGT calculator for gains or losses created when you sell investments. They answer different tax questions.
Are Trading 212 files uploaded to DiviScout servers?
No. Supported CSV and PDF files are parsed locally in your browser, so you do not need to connect your broker login to use the tools.
New to Trading 212?
If you are choosing a broker, start with the overview and official terms. DiviScout may receive a reward or commission from eligible sign-ups through the link below.
Visit Trading 212
Affiliate disclosure: DiviScout may receive a referral reward or commission if a user signs up through this link, at no extra cost to the user. Capital at risk. This is not financial, investment, accounting or tax advice. Check the official terms and decide independently.
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