Capital Gains Tax

What CGT actually is

Capital Gains Tax (CGT) is a tax on the profit made from selling or disposing of certain assets, such as stocks, ETFs, or cryptocurrencies. What counts as a taxable disposal, the rates, and any exemptions are set by each country's tax authority.

How Alphaforge applies CGT

At Alphaforge, CGT is applied to each withdrawal based on the net profit earned from your investments. The amount is calculated on your net profit at the time of withdrawal and is settled before the remaining funds are released to you. This is separate from the 10% performance fee on profits disclosed on our Pricing page. Applicable rates and treatment depend on your jurisdiction — consult a qualified tax professional about your individual circumstances.

How CGT may apply to your Alphaforge activity

In most jurisdictions, profits earned from trading or copy trading are treated as capital gains (or, in some cases, ordinary income) and are subject to tax. The specific treatment depends on:

• Your country of tax residence — each country has its own rules
• Your individual tax situation — bracket, exemptions, allowances
• The asset class involved — equities, options, futures, and other instruments may be taxed differently
• Holding period — short-term vs long-term gains often have different rates
• Frequency of trading — high-frequency activity may be treated as a trade or business rather than capital

Because the variables are so different across jurisdictions, this page cannot give you specific guidance. What we can tell you is what to expect and where to get the right advice.

Common categories that may attract CGT

Subject to local law, the following may generate taxable gains:

• Profits distributed to you from copy trading on Alphaforge
• Stocks, shares, ETFs, futures, and options
• Bonds and other fixed-income instruments
• Foreign currency profits
• Real estate
• Some collectibles and digital assets (NFTs, depending on jurisdiction)

Record-keeping you should do

To make your tax return accurate, keep records of:

• Date, amount, and method of each deposit to Alphaforge
• Date, amount, and method of each withdrawal from Alphaforge
• The CGT applied to each withdrawal, and the net profit it was calculated on
• The Alphaforge statements available in your dashboard
• Your performance fee deductions (visible on your dashboard)

Your dashboard provides downloadable statements you can take to a tax professional.

Get qualified advice

Tax law is jurisdiction-specific and changes frequently. Consult a qualified tax professional in your country of residence before filing. Alphaforge does not provide tax advice, and statements on this page are general information only, not advice on your individual circumstances.

Contact

For questions about how to obtain trading records from Alphaforge for tax purposes: support@alphaforge.com. For tax advice itself: a qualified professional in your jurisdiction.