Track your Vanguard UK portfolio, without handing over your login
Import your Vanguard transaction history via CSV and get true XIRR, Clean Cash vs Generated Wealth, and Section 104 CGT across your Stocks and Shares ISA, SIPP, General Account accounts.
Start tracking freeHow Vanguard UK tracking works in Omnicogi
Vanguard UK import is experimental during Early Access: Omnicogi's generic CSV importer matches most Vanguard UK columns automatically, you may need to map one or two by hand, and it is worth checking the result against your statement.
What Omnicogi shows once you've imported
- True XIRR: daily-weighted, Newton-Raphson money-weighted return across every Vanguard account you import.
- Clean Cash vs Generated Wealth: what you deposited into Vanguard UK, versus what the market generated for you.
- Section 104 CGT pooling: automatic HMRC-compliant cost-basis tracking on partial disposals, for any Vanguard UK GIA holdings.
- Benchmarking: your Vanguard performance against the FTSE 100, S&P 500, or MSCI World.
Frequently asked questions
Does Omnicogi need my Vanguard UK login?
No. Omnicogi never asks for your Vanguard UK credentials and has no Open Banking connection to it. You export a CSV from Vanguard UK yourself and upload the file: that's the entire integration.
How do I export my Vanguard UK transaction history?
- Log in to your Vanguard Investor account.
- Open Account activity or Transaction history.
- Filter to the date range you want and export it.
- Save the downloaded file.
What does Omnicogi do with the Vanguard UK CSV?
Vanguard's account activity export covers contributions, dividends, and rebalancing trades, which Omnicogi imports through the generic CSV mapper today.
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.
On this page
Other UK brokers
Related account types
App documentation
Your Vanguard data, never your login.
Omnicogi never asks for your broker credentials. Export a CSV, upload it, and see your true performance across every account.