Step 1 - Import your trade information

To get started, select your broker below, and follow the instructions..

Charles Schwab
Charles Schwab import instructions

1. Open https://client.schwab.com/app/accounts/history/#/

2. Make sure Equity Award Center is selected

3. Select date range 'Previous 4 Years' and click SEARCH.

4. At the top right, click on Export and select type JSON.

You need all stock history to calculate capital gains.

Charles Schwab only allows exporting 4 years at a time.

If you have equity awards going back more than 4 years, you need to also export previous years, and upload multiple files below.

CGT Calculator does not offer tax advice, and accepts no liability for the accuracy of calculations.

It is up to you to check the output of this tool and to seek tax advice if in doubt.