Track your AJ Bell portfolio, without handing over your login
Import your AJ Bell transaction history via CSV and get true XIRR, Clean Cash vs Generated Wealth, and Section 104 CGT across your ISA, SIPP, Dealing Account accounts.
Join the waitlistHow AJ Bell tracking works in Omnicogi
Omnicogi's generic CSV importer already handles most AJ Bell exports; dedicated column-mapping support for AJ Bell is on the roadmap, and most exports need little to no manual cleanup in the meantime.
What Omnicogi shows once you've imported
- True XIRR: daily-weighted, Newton-Raphson money-weighted return across every AJ Bell account you import.
- Clean Cash vs Generated Wealth: what you deposited into AJ Bell, versus what the market generated for you.
- Section 104 CGT pooling: automatic HMRC-compliant cost-basis tracking on partial disposals, for any AJ Bell GIA holdings.
- Benchmarking: your AJ Bell performance against the FTSE 100, S&P 500, or MSCI World.
Frequently asked questions
Does Omnicogi need my AJ Bell login?
No. Omnicogi never asks for your AJ Bell credentials and has no Open Banking connection to it. You export a CSV from AJ Bell yourself and upload the file: that's the entire integration.
How do I export my AJ Bell transaction history?
- Log in to AJ Bell Youinvest and open your account.
- Go to your account history or statements section.
- Export the transaction history.
- Save the CSV or spreadsheet file.
What does Omnicogi do with the AJ Bell CSV?
AJ Bell exports map to Omnicogi's generic CSV import; structured column-mapping support for AJ Bell specifically is on the roadmap.
Omnicogi deduplicates transactions, maps tickers to global securities via ISIN/SEDOL, and categorises each line (buy, sell, dividend, deposit, withdrawal, fee) automatically. Anything it can't resolve is flagged for your review rather than silently dropped.
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Your AJ Bell data, never your login.
Omnicogi never asks for your broker credentials. Export a CSV, upload it, and see your true performance across every account.