Trading 212 Portfolio Tracker
Unlock Deeper Insights from Your Trading 212 Portfolio
Trading 212 offers commission-free stock and ETF trading with a user-friendly mobile app. Popular for fractional shares and their Pies feature for automated investing.
What Trading 212 Does Well
Truly commission-free trading on stocks and ETFs with no hidden fees
Fractional shares from as little as £1 — making expensive stocks accessible
Built-in pie feature for automated portfolio allocation and rebalancing
Interest paid on uninvested cash (competitive rate across EUR, GBP, USD)
When Does an External Tracker Add Value?
Limited portfolio analytics and performance breakdown
AllInvestView provides detailed performance attribution, sector breakdowns, and time-weighted returns for your Trading 212 portfolio.
No capital gains tax reporting or dividend income summaries
Import your Trading 212 trades to get automated tax reports, dividend calendars, and income tracking.
Difficult to track performance across ISA and general investment accounts together
AllInvestView lets you combine multiple Trading 212 accounts into a single unified portfolio view.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
Trading 212 vs AllInvestView — Feature Comparison
See what Trading 212's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Trading 212 Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic percentage gain display | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Not available | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Dividend Tracking | Not available | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Portfolio Automation | Pies auto-invest with target allocations | Track Pies performance with detailed per-position analytics |
| Multi-Broker View | Not available | Consolidate all brokers in one unified dashboard |
| Bond Analytics | Not available — no bond trading | YTM, duration, convexity, accrued interest calculator |
See Your Entire Portfolio at a Glance
Get the complete picture of your Trading 212 investments with intuitive visualizations that show exactly where your money is allocated.
- Asset allocation by type, sector, and geography
- Real-time valuations in your preferred currency
- Performance attribution by holding
- Concentration risk indicators
Analytics That Actually Matter
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
- Money-weighted returns (IRR/XIRR)
- Efficient Frontier optimization
- Correlation matrix across holdings
- Sharpe ratio and volatility metrics
Master Your Dividend Income
Track every dividend from your Trading 212 holdings. Know exactly when payments arrive and how your income is growing.
- Automatic dividend detection and tracking
- Calendar view of upcoming payments
- Yield on cost calculations
- Annual income projections
Tax Reports in One Click
Generate capital gains reports for your Trading 212 portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your Trading 212 positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
ISA & SIPP Tracking for UK Investors
Track your Trading 212 ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.
About Trading 212
How to Import Your Trading 212 Portfolio
Getting your Trading 212 data into AllInvestView takes less than 2 minutes. Here's how:
Export from Trading 212
In Trading 212, go to History > Export, select CSV format and your date range. AllInvestView automatically maps Trading 212's transaction format.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Trading 212's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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Trading 212 Portfolio Tracking FAQ
Compare Portfolio Trackers
Read our detailed comparisons to find the best tracker for your needs:
Go Deeper with Your Trading 212 Data
Once your Trading 212 portfolio is in AllInvestView, these tools turn it into tax-ready reports and professional analytics:
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