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Trading212 portfolio tracker

Connect Trading212 and your positions, cash balances and available trade history import automatically. Every holding keeps its own currency, and every transaction converts at the rate of the day it happened, so you read the return you actually earned rather than one bent by today's rate.

Tracking by hand is free forever. No credit card needed, and the demo opens without an account.

What comes across from Trading212

  • Positions

    Stocks, ETFs and funds held at Trading212, with quantities and live prices refreshed on every sync.

  • Cash balances

    Uninvested cash in each account, in the currency the account holds it.

  • Trade history

    Buys, sells, dividends and fees, wherever Trading212 publishes an activity feed. When it does not, FortuneOK rebuilds your entry from the average cost the broker reports, so profit and loss is never blank.

Investors in United Kingdom rarely hold local assets only. FortuneOK handles United Kingdom listings, US listings and LSE UCITS ETFs side by side, each in its own currency, and rolls them into one net worth in the currency you actually spend.

How to connect Trading212

  1. Open the broker list

    Sign in to FortuneOK, open the portfolio menu and choose "Connect a broker".

  2. Choose Trading212

    Pick Trading212 from the list. SnapTrade's secure portal opens and you sign in to Trading212 there, never inside FortuneOK.

  3. Approve read-only access

    Confirm the connection. Trading212 grants permission to read positions and activity only, with no ability to trade or move money.

  4. Watch the portfolio fill in

    Your Trading212 account arrives as its own portfolio tab and joins the combined view of everything you own.

The connection stays read-only for its whole life. FortuneOK never receives your Trading212 password, and nothing in the app can place a trade or move money. The privacy policy lists exactly what is stored.

About Trading212

Trading 212 is a UK-regulated broker offering commission-free stocks and ETFs. In the UK it offers an Invest account and a Stocks ISA.

Track Trading 212: the CSV export, the file import and London-listed ETFs

Sync or import

Connect Trading 212 and your positions and history arrive on their own, through SnapTrade, which connects us to your account with read-only access. If you would rather use a file, Trading 212 can export your history as a CSV.

Export your history from Trading 212

  • In Trading 212, open the menu, then History.
  • Tap the export button and choose the timeframe and the data you want: orders, transactions or dividends.
  • Trading 212 downloads a .csv file.

Trading 212's help page for the standard account does not state a maximum period. Its CFD export is limited to 12 months per file, so if a long history looks cut short, export it in consecutive periods and import each file.

Importing the CSV

Trading 212 does not publish the list of columns in its CSV, and they can vary, so match them by header name and copy them into our import template rather than uploading the file as it is.

  • Write dates as YYYY-MM-DD.
  • Amounts are positive. The Type column (buy, sell, dividends, deposit, withdraw, interest or expense) says which way the money went.
  • Give each row a Category (stock, etf, crypto or bond) and a Symbol for anything that trades.
  • Each asset uses one currency. Nothing is imported until every row reads correctly, and uploading the same file twice adds nothing the second time.

Tracking London-listed ETFs from Trading 212

Enter a London-listed ETF with the .L suffix, for example VWRA.L or CSPX.L, and FortuneOK quotes it live. US and Toronto (.TO) listings work the same way. Frankfurt, Amsterdam, Zurich and Tokyo listings return no price today.

Your return in your own currency

Each holding keeps the currency it trades in, and FortuneOK converts it to your base currency when you look, never storing the converted figure. The annual return is money-weighted (XIRR) over the money you actually put in and took out, and it only appears as a yearly rate once you have a year of history.

Questions about Trading212

Does FortuneOK store my Trading 212 password?

No. We never see or store broker passwords, and the connection is read-only: it cannot place orders or move money.

How far back can I export from Trading 212?

Trading 212's help page for the standard account gives no limit. For its CFD account it allows up to 12 months per file, so export consecutive periods for a longer history.

Is a raw Trading 212 CSV accepted?

Not as it is. Copy its columns into our import template, then upload that.

Sources

Connect as many as you like. Each broker gets its own portfolio tab, and a combined view adds them up into one net worth.

See all supported brokers and exchanges

Trademark notice

Trading212 is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by Trading212. Connections are provided through SnapTrade and availability can change without notice. Visit the official Trading212 site.