Freetrade
Beta
This plugin is in Beta — tested with sample files but edge cases may exist.
📥 How to Export
To export your transaction statement from Freetrade:
- Open the Freetrade app on your mobile device (or access the web portal if available).
- Tap on your Account icon in the top corner.
- Scroll down and select Activity.
- Tap the Export button (usually represented by a download or share icon in the top corner).
- Select CSV as the format, pick your date range, and export the file. Send it to your computer.
⚠️ Common Pitfalls
Export Format
Make sure you request the raw CSV export. PDFs or screen-scrapes of transactions will not pass validation.
📝 Notes
- UK-based broker.
- Supports equity and ETF trades, dividends, cash deposits, and withdrawals.
- Full multi-currency support for GBP, EUR, and USD assets.