Import your Trading 212 portfolio

Take a screenshot in Trading 212, drop it here, check each line, confirm. About a minute, and no Trading 212 password.

Import from Trading 212open app.trading212.com
in trading 212screenshot

  1. Open your investments in Trading 212

    On app.trading212.com, go to Portfolio.

  2. Take a screenshot of them

    On a Mac, press ⌘⇧4 and drag a box around your investments. On Windows, press WinShiftS. On a phone, a normal screenshot works.

  3. Drop it into Portfolio Terminal

    Every line shows up before anything is saved. Fix a ticker, a quantity, a price or a date, then confirm.
the walkthrough plays in the import, filmed in Trading 212watch it
want your past too?history file

Trading 212 exports your whole history: every purchase with its date, your sales and your dividends. Your curve and your yearly return then start where you did.

History›Export›CSV

One year per file: export each year and add them all.

good to know
  • Symbol aliases are normalized to reduce mismatches across exchanges.
  • Fees and price precision are preserved when present in source data.
  • Review table highlights confidence level before you confirm import.
questions2 answered

Is Trading 212 import safe if my symbols are not standard?

Yes. Symbol normalization and manual verification are built in, so you can fix any row before applying changes.

What happens if parsing confidence is low?

Low-confidence rows are clearly flagged. You can correct them directly in the review step before import.

another app?

all import guides
DEGIROcopy the table · history fileInteractive Brokerscopy the table · history fileeTorocopy the table

after the importPortfolio trackerValue at riskDrawdown monitoringDividend tracker

Import from Trading 212