Track your Hargreaves Lansdown portfolio, without handing over your login
Import your HL transaction history via CSV and get true XIRR, Clean Cash vs Generated Wealth, and Section 104 CGT across your ISA, SIPP, Fund and Share Account accounts.
Join the waitlistHow Hargreaves Lansdown tracking works in Omnicogi
Omnicogi's generic CSV importer already handles most Hargreaves Lansdown exports; dedicated column-mapping support for Hargreaves Lansdown 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 HL account you import.
- Clean Cash vs Generated Wealth: what you deposited into Hargreaves Lansdown, versus what the market generated for you.
- Section 104 CGT pooling: automatic HMRC-compliant cost-basis tracking on partial disposals, for any Hargreaves Lansdown GIA holdings.
- Benchmarking: your HL performance against the FTSE 100, S&P 500, or MSCI World.
Frequently asked questions
Does Omnicogi need my Hargreaves Lansdown login?
No. Omnicogi never asks for your Hargreaves Lansdown credentials and has no Open Banking connection to it. You export a CSV from Hargreaves Lansdown yourself and upload the file: that's the entire integration.
How do I export my Hargreaves Lansdown transaction history?
- Log in to Hargreaves Lansdown and open your account.
- Go to Statements or Transaction History.
- Select a date range and export/download the transaction list.
- Save the file (CSV or spreadsheet format, depending on what HL offers you).
What does Omnicogi do with the Hargreaves Lansdown CSV?
HL's export format varies by account type. Omnicogi's mapper is being extended to Hargreaves Lansdown next; in the meantime most HL exports still map cleanly to Omnicogi's generic CSV columns with minor manual cleanup.
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 HL data, never your login.
Omnicogi never asks for your broker credentials. Export a CSV, upload it, and see your true performance across every account.