Trading 212
A portfolio tracker for your Trading 212 account
Trading 212 exports one CSV at a time and leaves you to stitch them together. Drop them all in at once and Miw does the stitching, then shows the return, the dividends and the tax position underneath.
Import your statementNo account needed. The file is read in your browser and stays there.
What you get
- Your real returnTime-weighted, counting dividends, fees and currency moves — not the number on the broker’s front page.
- Dividends, paid and forecastWhat you were paid, what was withheld and in which country, and what the next twelve months look like at today’s rates.
- A tax report already worked outRealized gains by year, FIFO-matched, with dividends and withholding by country. Portugal also gets Anexo G and Anexo J line items.
- Several brokers, one portfolioImport DEGIRO, XTB and Trading 212 together and they merge — the same share held in two places becomes one position.
How to export your Trading 212 statement
- 1Open Trading 212 on the webLog in at trading212.com — the export lives in the web app, not the mobile one.
- 2Go to HistoryOpen the account menu, choose “History”, then “Export statement” (CSV).
- 3Tick every action typeLeave all the boxes checked — orders, dividends, interest, deposits and withdrawals — so nothing is missing.
- 4Export each year in turnTrading 212 limits one export to about a year, so repeat it for every year you have held the account. You will end up with several CSVs.
- 5Drop them all in togetherSelect every file at once — they merge into one history, and the overlapping rows between files are removed automatically.
Questions
- Which Trading 212 files do I need?
- History → Export statement, as CSV, with every action type ticked. The export is capped by period, so take one file per year and import them all together — they merge, and anything already seen is ignored rather than counted twice.
- Is my data uploaded anywhere?
- No. The files are read in your browser and stay in that browser’s storage. There is no account to create and no server holding your positions. The only outbound requests ask for share prices by ticker, and never say whose portfolio is asking.
- Why does it want every action type ticked?
- Because a statement of only buys and sells cannot tell you your return. Dividends, deposits, withdrawals, interest and fees each move a different number — leave one out and the figure that depends on it is quietly wrong rather than obviously missing.
The Portuguese tax report
If you are taxed in Portugal, the statement you just exported already holds everything the IRS annexes need. Miw arranges it into the lines each one asks for.