How to use Omnicogi
Documentation and step-by-step guides for setting up accounts, importing CSVs, validating ledgers, and understanding Omnicogi's portfolio calculations.
Getting Started
Import your first CSV, add a snapshot, and review your performance in under 10 minutes.
Read guideBroker CSV Export Guide
Export steps and formatting quirks for II, Fidelity, HL, Trading 212, AJ Bell, and Vanguard.
Read guideAssets & Auto-Matching
How your transactions are grouped into holdings and connected to global stock market data.
Read guideClean Cash vs Generated Wealth
The fundamental split that makes your performance legible, and why your broker's P&L is misleading.
Read guideXIRR & TWR Explained
The two return calculations Omnicogi uses, when each is appropriate, and how to read them.
Read guideSnapshots & Reconciliation
How point-in-time captures validate your ledger against real broker statements.
Read guideISA, SIPP & GIA Tracking
UK tax wrappers in Omnicogi: annual allowances, per-wrapper performance, and SIPP tax relief.
Read guideSection 104 & UK CGT
How Omnicogi maintains HMRC-compliant average cost pools and calculates your capital gains.
Read guideReady to see your real performance?
Omnicogi is in open public beta on the web and Android: every feature is free until 5 April 2027.
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