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

Open Trading 212 on the web or in the app and switch to the Invest or Stocks ISA account you want to export (CFD accounts cannot be exported to CSV).
Open the main menu and go to History.
Tap Export and choose a date range — Trading 212 caps each export at one calendar year, so export year-by-year for older accounts.
Tick the data to include: Orders (buys and sells), Dividends, and Transactions (deposits, withdrawals, FX). Include all three for a complete picture.
Download the generated CSV to your computer.

Which export to pick: Trading 212 queues the file and then offers a CSV download. Select Orders + Dividends + Transactions together so your buys, income and cash movements all land in a single import.

What Your Trading 212 File Looks Like

Action	Time	ISIN	Ticker	No. of shares	Price / share	Currency (Price / share)	Exchange rate	Total
Market buy	2026-03-14 09:31:02	IE00FAKE1234	FAKEV	12.5	95.40	GBP	1.0	1192.50
Market sell	2026-04-02 14:05:10	US00FAKE0001	FAKEO	5	210.00	USD	1.2650	830.04
Dividend (Ordinary)	2026-04-10 00:00:00	IE00FAKE1234	FAKEV	—	—	GBP	1.0	4.21

Illustrative rows with invented tickers, ISINs and amounts — your real export will contain your own holdings.

What each column means

Action"Market buy" / "Market sell" are trades; "Dividend (Ordinary)" is income; "Deposit" / "Withdrawal" are cash. The importer routes each type automatically.
Price / share + CurrencyThe price is in the instrument's native currency (a US stock is priced in USD even inside a GBP account), given in the adjacent currency column.
Exchange rateThe FX rate Trading 212 used to convert to your account currency; the importer uses it to reconcile the cash side.
TotalThe all-in cash value of the row in your account currency, including any conversion fee.

Step 2: Import into AllInvestView

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

What Happens After You Upload

You never import blind. After AllInvestView detects the Trading 212 format, it shows a review screen where every row is grouped, editable and confirmed by you before anything is saved:

Trades Dividends Cash Options

GroupedRows are sorted into buys/sells, dividends, cash movements and options so you can see exactly what will be booked.
EditableFix a currency, quantity or date inline before confirming — nothing is written until you approve the batch.
De-duplicatedRe-upload an overlapping export and AllInvestView skips rows it has already imported, so you can safely import year-by-year files without creating duplicate trades.

Trading 212 Gotchas & How We Handle Them

Auto-handled Check on review Needs your action

One calendar year per export

Needs your action

Trading 212 limits each file to a single year. Export each year separately and upload them one after another — re-importing overlapping ranges is safe (see dedup below).

Dividends are in the file

Check on review

"Dividend (Ordinary)" rows import as income, not buys. If AllInvestView’s automatic dividend feed is also on, keep imported dividends off to avoid double-counting — the review screen flags this.

Native-currency prices

Auto-handled

Prices are in the instrument currency, not your account currency. The importer keeps the native price and books the FX from the Exchange rate column — no manual conversion needed.

Pies show as individual buys

Auto-handled

Every auto-invest order inside a Pie appears as its own "Market buy" row. That is the correct lot-by-lot accounting treatment and imports as separate trades.

Ready to Import Your Trading 212 Portfolio?

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

Import Trading 212 Trades Free

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.