Trading 212 Trading 212 Import Guide

How to Import Trading 212 Trades into AllInvestView

Follow these simple steps to export your Trading 212 trading history and import it into AllInvestView for comprehensive portfolio tracking, tax reporting, and analytics.

Step 1: Export Your Trading 212 Trading History

  1. Log in to your Trading 212 account on the web or mobile app
  2. Navigate to your portfolio and click on the History tab
  3. Set your desired date range for the export
  4. Click the Export button (download icon) to download your trading history as CSV
  5. Save the CSV file to your computer

Expected CSV Format

Action | Time | ISIN | Ticker | Name | No. of shares | Price / share | Currency | Exchange rate | Result | Total | Withholding tax | Currency conversion fee | Notes

Step 2: Import into AllInvestView

  1. Go to AllInvestView Import Tool (or click Import from your dashboard)
  2. Drag and drop your Trading 212 CSV file, or click to browse
  3. AllInvestView automatically detects the Trading 212 format and maps all columns
  4. Review the imported trades and confirm — your Trading 212 portfolio is now tracked!

Common Issues & Solutions

Fractional shares not importing

AllInvestView fully supports fractional shares. If you see issues, ensure your CSV includes all decimal places.

Currency conversion discrepancies

Trading 212 reports trades in the instrument currency. AllInvestView converts automatically using the exchange rate in the CSV.

Pie investments appearing as separate trades

Each buy within a Trading 212 Pie is treated as an individual trade, which is the correct accounting treatment.

Ready to Import Your Trading 212 Portfolio?

Start tracking your Trading 212 investments with professional analytics, tax reports, and dividend tracking — all free.

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Frequently Asked Questions

Does AllInvestView support Trading 212 auto-sync?
Currently, Trading 212 trades are imported via CSV export. We automatically detect and parse the Trading 212 CSV format.
Can I import both Invest and ISA accounts?
Yes, export each account separately and import them into different portfolios in AllInvestView, or combine them into one.
Are dividends included in the Trading 212 CSV?
Yes, dividend payments appear in the CSV and are automatically imported and categorized as dividend income.