Track your Interactive Investor portfolio, without handing over your login
Import your II transaction history via CSV and get true XIRR, Clean Cash vs Generated Wealth, and Section 104 CGT across your ISA, SIPP, Trading Account accounts.
Join the waitlistHow Interactive Investor tracking works in Omnicogi
Omnicogi has structured CSV import support for Interactive Investor: buys, sells, dividends and cash movements are parsed and categorised automatically.
What Omnicogi shows once you've imported
- True XIRR: daily-weighted, Newton-Raphson money-weighted return across every II account you import.
- Clean Cash vs Generated Wealth: what you deposited into Interactive Investor, versus what the market generated for you.
- Section 104 CGT pooling: automatic HMRC-compliant cost-basis tracking on partial disposals, for any Interactive Investor GIA holdings.
- Benchmarking: your II performance against the FTSE 100, S&P 500, or MSCI World.
Frequently asked questions
Does Omnicogi need my Interactive Investor login?
No. Omnicogi never asks for your Interactive Investor credentials and has no Open Banking connection to it. You export a CSV from Interactive Investor yourself and upload the file: that's the entire integration.
How do I export my Interactive Investor transaction history?
- Log in to Interactive Investor and open Portfolio.
- Go to Transactions / History.
- Choose your date range and select Export.
- Download the CSV and save it somewhere you'll find it.
What does Omnicogi do with the Interactive Investor CSV?
Interactive Investor's export includes buys, sells, dividends, and cash movements in one file, so a single CSV usually covers a full portfolio import.
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 II data, never your login.
Omnicogi never asks for your broker credentials. Export a CSV, upload it, and see your true performance across every account.