Why some sells show as unmatched (and how to fix it)

What unmatched means

A sell is unmatched when OpenFolio can see the disposal but cannot find enough earlier buy quantity to match against it. The most common cause is missing history: for example, importing only the current financial year when the shares or crypto were bought in an earlier year.

Unmatched sells matter because CGT depends on the acquisition parcel. Without the buy date, quantity, price, fees and currency, OpenFolio cannot reliably calculate the holding period, cost base, discount eligibility or realised gain.

Import the earlier buys

The usual fix is to export a wider date range from your broker or exchange and import the earlier buy history. If you transferred holdings from another platform, import records from the original platform too. For long-held assets, you may need a full account history rather than a single year export.

After importing the missing buys, return to the tax or holdings view and check whether the sells now match. If duplicate rows appear because the same period was imported twice, remove the duplicate source records before relying on the CGT output.

Check symbols and quantities

If history is complete but a sell is still unmatched, compare ticker symbols, asset names, quantities and corporate-action adjustments. A renamed ticker, split, consolidation or manually entered position can make the records look like different assets unless the history lines up.