Recent content by nicorama

Hi Tommy - I just signed up on your website - really like the presentation of the reports for each asset which I found very clear. Adding options would be great - I only started trading them a few months ago on IBKR but I am happy to test and provide feedback if helpful. I am personally no...

Hi Alex - Thank you so much for the detailed replies. I ran the latest version of the tool today - one thing that would be super useful is to make sure amounts always have currency symbol in reports and make sure they are correct as I got confused which ones were GBP vs USD. As an example...

@Sharky thanks for the reply btw

Thank you Alex. I did more research to decipher HMRC docs into plain English. It completely confirms what you are saying for when option expires or close after the tax year cutoff. However, not sure the tool works correctly when a sold option position expires or get closed during the same tax...

Hi Alex - thanks so much for sharing this tool. I have recently started trading options on IBKR but my main worry was the added complexity of UK CGT calculations, and how much time it would take me to go through. I am not keen on having to rely 100% on an accountant I like to understand how the...