Every UK broker’s data export, on one page. The exact clicks, the file format you’ll get, and the trap each platform hides — for Trading 212, eToro, Hargreaves Lansdown, AJ Bell, Interactive Investor, Freetrade, Vanguard UK and Interactive Brokers.
Your broker exports are your evidence trail — for your records, your spreadsheet, and your tax position. Brokers don’t report your trades to HMRC for you, so your files are the only complete record. This one-pager saves you the hunting: print it, pin it, export quarterly.
Free · no signup · last checked July 2026
What’s inside
- The export path for 8 platforms — the exact menu clicks, verified, including the awkward ones (IBKR’s Flex Queries, eToro’s XLSX-only statement).
- The trap per platform — Trading 212’s one-calendar-year cap, Hargreaves Lansdown’s pence (GBX) pricing, Vanguard’s buried Report-Generator export, and more.
- The four golden rules of broker record-keeping — one file per tax year, kept forever; wrappers never blended; currency column always checked; the file is records, not tax math.
Want the full walkthroughs? Start with our Trading 212 guide and the step-by-step T212 CSV export guide — more per-broker deep-dives are rolling out on the blog.
Yes. Download it directly, share it freely. If you find an export path that’s changed, we’d love to hear about it — menus move, and we re-check the sheet quarterly.
Every path was last checked in July 2026, and the sheet is refreshed quarterly. Broker UIs change without notice — if something looks different, the current step-by-step guides live on our blog.
They’re your evidence trail. UK capital gains calculations need your full purchase history (Section 104 pooling), and your broker doesn’t report your trades to HMRC for you — if HMRC asks questions years later, your exports are the record that answers them.
Avex AI provides software and educational content — not investment or tax advice. Capital at risk.