{"id":535,"date":"2026-07-12T17:41:52","date_gmt":"2026-07-12T17:41:52","guid":{"rendered":"https:\/\/avexai.io\/blog\/?page_id=535"},"modified":"2026-07-12T18:13:40","modified_gmt":"2026-07-12T18:13:40","slug":"broker-csv-export-cheat-sheet","status":"publish","type":"page","link":"https:\/\/avexai.io\/blog\/broker-csv-export-cheat-sheet\/","title":{"rendered":"UK Broker CSV Export Cheat-Sheet (Free PDF)"},"content":{"rendered":"\n<style>body.page-id-535 main{max-width:800px;margin-left:auto;margin-right:auto;padding:0 24px;box-sizing:border-box}<\/style>\n\n<div class=\"avex-quick-answer\">\n  <div class=\"qa-label\">Free download \u00b7 No email required<\/div>\n  <p><strong>Every UK broker&#8217;s data export, on one page.<\/strong> The exact clicks, the file format you&#8217;ll get, and the trap each platform hides \u2014 for Trading 212, eToro, Hargreaves Lansdown, AJ Bell, Interactive Investor, Freetrade, Vanguard UK and Interactive Brokers.<\/p>\n<\/div>\n\n<p class=\"lead-paragraph\">Your broker exports are your evidence trail \u2014 for your records, your spreadsheet, and your tax position. Brokers don&#8217;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.<\/p>\n\n<div style=\"text-align:center;margin:36px 0\">\n  <a href=\"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/07\/Avex-Template-M1-Broker-CSV-Export-CheatSheet.pdf\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;background:#f97316;color:#ffffff;font-weight:600;font-size:17px;padding:16px 36px;border-radius:8px;text-decoration:none;box-shadow:0 4px 14px rgba(234,88,12,0.25)\">\u2b07 Download the cheat-sheet (PDF, one page)<\/a>\n  <p style=\"font-size:13px;color:#888;margin-top:10px\">Free \u00b7 no signup \u00b7 last checked July 2026<\/p>\n<\/div>\n\n<h2>What&#8217;s inside<\/h2>\n<ul>\n  <li><strong>The export path for 8 platforms<\/strong> \u2014 the exact menu clicks, verified, including the awkward ones (IBKR&#8217;s Flex Queries, eToro&#8217;s XLSX-only statement).<\/li>\n  <li><strong>The trap per platform<\/strong> \u2014 Trading 212&#8217;s one-calendar-year cap, Hargreaves Lansdown&#8217;s pence (GBX) pricing, Vanguard&#8217;s buried Report-Generator export, and more.<\/li>\n  <li><strong>The four golden rules<\/strong> of broker record-keeping \u2014 one file per tax year, kept forever; wrappers never blended; currency column always checked; the file is records, not tax math.<\/li>\n<\/ul>\n\n<p>Want the full walkthroughs? Start with our <a href=\"https:\/\/avexai.io\/blog\/trading-212-portfolio-tracker\/\">Trading 212 guide<\/a> and the <a href=\"https:\/\/avexai.io\/blog\/trading-212-export-csv\/\">step-by-step T212 CSV export guide<\/a> \u2014 more per-broker deep-dives are rolling out on the blog.<\/p>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1783875630418\"><strong class=\"schema-faq-question\">1. Is it really free \u2014 no email?<\/strong> <p class=\"schema-faq-answer\">Yes. Download it directly, share it freely. If you find an export path that&#8217;s changed, we&#8217;d love to hear about it \u2014 menus move, and we re-check the sheet quarterly.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1783875669125\"><strong class=\"schema-faq-question\">2. How current is the information?<\/strong> <p class=\"schema-faq-answer\">Every path was last checked in July 2026, and the sheet is refreshed quarterly. Broker UIs change without notice \u2014 if something looks different, the current step-by-step guides live on our blog.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1783875693479\"><strong class=\"schema-faq-question\">3. Why should I keep old exports?<\/strong> <p class=\"schema-faq-answer\">They&#8217;re your evidence trail. UK capital gains calculations need your full purchase history (Section 104 pooling), and your broker doesn&#8217;t report your trades to HMRC for you \u2014 if HMRC asks questions years later, your exports are the record that answers them.<\/p> <\/div> <\/div>\n\n\n\n<div style=\"background:radial-gradient(ellipse 70% 80% at 0% 0%,rgba(227,114,4,.8) 0%,rgba(227,114,4,.25) 40%,transparent 65%),radial-gradient(ellipse 60% 70% at 100% 100%,rgba(246,167,0,.5) 0%,transparent 60%),linear-gradient(180deg,#000814 0%,#001D3D 100%);color:#fff!important;padding:56px 32px!important;text-align:center!important;margin:48px 0;border-radius:16px;border:1px solid rgba(255,165,50,.18)\">\n  <div style=\"display:inline-block;font-size:11px!important;text-transform:uppercase!important;letter-spacing:1.5px!important;color:#001D3D!important;background:#FFCC33!important;padding:5px 12px!important;border-radius:4px!important;font-weight:700!important;margin:0 0 16px!important;line-height:1.4!important\">Private Wealth Copilot<\/div>\n  <div style=\"font-size:30px!important;margin:0 0 14px!important;letter-spacing:-.5px!important;color:#ffffff!important;font-weight:700!important;line-height:1.2!important\">Never wrangle a broker CSV again<\/div>\n  <div style=\"color:rgba(255,255,255,.75)!important;margin:0 auto 28px!important;font-size:17px!important;max-width:560px!important;line-height:1.6!important;font-weight:400!important\">Avex AI parses your exports locally \u2014 every broker, every year-file, merged and de-duplicated, with ISA and GIA kept properly apart. Read-only by design.<\/div>\n  <a href=\"https:\/\/avexai.io\/contact\" style=\"background:#E37204!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:none!important;box-shadow:none!important\">Request Early Access<\/a>\n  <a href=\"https:\/\/avexai.io\/#platform\" style=\"background:transparent!important;color:#ffffff!important;padding:14px 32px!important;border-radius:8px!important;font-weight:600!important;text-decoration:none!important;display:inline-block!important;font-size:15px!important;margin:4px 6px!important;text-transform:none!important;letter-spacing:0!important;border:1.5px solid rgba(255,255,255,.3)!important;box-shadow:none!important\">See the Platform<\/a>\n<\/div>\n\n\n\n<p style=\"font-size:13px;color:#888;text-align:center;margin:24px 0 8px\">Avex AI provides software and educational content \u2014 not investment\n  or tax advice. Capital at risk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Free download \u00b7 No email required Every UK broker&#8217;s data export, on one page. The exact clicks, the file format you&#8217;ll get, and the trap each platform hides \u2014 for Trading 212, eToro, Hargreaves Lansdown, AJ Bell, Interactive Investor, Freetrade, Vanguard UK and Interactive Brokers. Your broker exports are your evidence trail \u2014 for your [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_angie_page":false,"footnotes":"","_wp_rev_ctl_limit":""},"class_list":["post-535","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UK Broker CSV Export Cheat-Sheet (Free PDF) \u2014 All Platforms, One Page<\/title>\n<meta name=\"description\" content=\"The export path, file format and hidden trap for 8 UK platforms \u2014 Trading 212, eToro, HL, AJ Bell, ii, Freetrade, Vanguard, IBKR. Free one-page PDF, no email required.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/avexai.io\/blog\/broker-csv-export-cheat-sheet\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UK Broker CSV Export Cheat-Sheet (Free PDF) \u2014 All Platforms, One Page\" \/>\n<meta property=\"og:description\" content=\"The export path, file format and hidden trap for 8 UK platforms \u2014 Trading 212, eToro, HL, AJ Bell, ii, Freetrade, Vanguard, IBKR. 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