I have tried linking Self Wealth accounts to Sharesight and Navexa in the free accounts hoping I can get a feel of them to decude which one to use.
Unfortunately unless you pay for a full working account it’s really useless as they won’t let the information from the imported CSV unless it’s a fully paid top subscription.
I would imagine you would be using one of these products to help your accountant or you would have your accountant using it for you.
I would greatly appreciate any help you can suggest.
Don’t worry I have tried both now and decided to go with Navexa it is very good with minimising Capital Gains and gives a report to accountant.