Trading 212 portfolio tracker

Your ISA and Invest accounts together, with the real return, every dividend and the UK tax figure done.

Connect Trading 212 read only, or upload your transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

GB Est. 2004 FCA FSC Bulgaria

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Trading 212 does well

What people like about Trading 212, and why they stay.

Commission-free trading on stocks and ETFs with its stated fees.

Fractional shares from £1; making expensive stocks accessible.

Built-in pie feature for automated portfolio allocation and rebalancing.

Interest paid on uninvested cash (listed rate across EUR, GBP, USD).

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The Trading 212 account shows each account, not what ISA and Invest earned together.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Trading 212 statements cover Stocks, ETFs, CFDs and Forex in GBP and USD for Individual and CFD. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

Trading 212 keeps Individual and CFD among its 3 account types with Stocks and Forex among 4 asset types in GBP and USD. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your Trading 212 data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

See your return between two dates

Trading 212 investors often build a Pie from fractional shares and add to it regularly.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

See how each sale changes your tax

Small recurring buys can leave a Trading 212 history with many separate tax lots.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Track Trading 212 dividends by holding and month

Include dividends when exporting your Trading 212 history. Open the dividend report for the imported portfolio and choose the dates you want to review.

See which holdings paid you, the tax withheld and the net income for each month. The forward forecast is shown separately from payments already recorded.

Explore the dividend report

Dividend report showing income by holding and month — Recorded income by payer, with the forecast shown separately.

What Trading 212 gives you, and what is added here

Area	Trading 212	With AllInvestView
Performance Analytics	The broker tools include basic percentage gain display.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Portfolio Automation	The broker tools include Pies auto-invest with target allocations.	The dashboard measures the return of each holding.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.

Where you file

For investors filing in the United Kingdom

ISA, SIPP and a general account are separate portfolios, and the tax report follows the UK rules.

Sterling as your base currency, with everything foreign converted at the rate of the day

Bed and breakfast handled on the 30 day rule

The annual exemption applied before the rate

Dividend income separated from gains, with the withholding already taken off

Getting started

Getting your Trading 212 history in

Export from Trading 212

In Trading 212, open Menu > History and select the export button. Include orders, transactions and dividends for your chosen dates, then upload the CSV to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Connect Trading 212The read only setup, step by step

Import from Trading 212Where the export lives and what to upload

Create a free accountNo card. One portfolio and 10 stock holdings.

About Trading 212

GB • Est. 2004 • Regulated by FCA, FSC Bulgaria

Asset types StocksETFsCFDsForex

Account types IndividualISACFD

Currencies GBPEURUSD

Fees Commission free Commission-free stock and ETF trading; 0.15% FX fee on non-base currency trades

Suits UK investors seeking an ISA using Trading 212 • Beginners using Trading 212 • Fractional share investors using Trading 212 • Automated portfolio builders using Trading 212

More than one account

Trading 212 and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Trading 212 and AllInvestView, answered

Can I sync my Trading 212 ISA and Invest accounts with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView track my Trading 212 Pies performance?

Choose any start and end date to calculate the return. The dashboard also shows the benchmark and each holding's contribution.

Does AllInvestView track Trading 212 dividends?

Imported dividends appear in the income history and calendar. The report also shows withholding, net income and yield on cost.

Which Trading 212 export should I use for portfolio performance?

Export orders, transactions and dividends from History for the full period you want to track. A Pie holdings export describes the positions, but does not replace the dated trades and payments needed to calculate returns.

Can I generate a Modelo 720 report for my Trading 212 account?

Use the imported year-end holdings in the Spanish Modelo 720 report. The report keeps the values tied to the portfolio record.

Is the Trading 212 connection read only, and is it an aggregator?

The connection to Trading 212 is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Trading 212 does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Trading 212 and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Trading 212 portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account