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 statementSign in with Google to import. The file is read in your browser; your account keeps the result so every device you sign in on has it.

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.

Or connect Trading 212 once

Instead of exporting a file every few months, paste a Trading 212 API key with read permissions only. Miw fetches your history year by year, then checks for new activity every few hours — the app opens on today’s data. The key is stored encrypted, never shown again, and cannot place orders when created as the guide says.

How to export your Trading 212 statement

  1. 1
    Open Trading 212 on the web
    Log in at trading212.com — the export lives in the web app, not the mobile one.
  2. 2
    Go to History
    Open the account menu, choose “History”, then “Export statement” (CSV).
  3. 3
    Tick every action type
    Leave all the boxes checked — orders, dividends, interest, deposits and withdrawals — so nothing is missing.
  4. 4
    Export each year in turn
    Trading 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.
  5. 5
    Drop them all in together
    Select 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?
The CSVs themselves are not: they are read in your browser and never sent anywhere. What Miw makes of them — your transactions, ticker corrections and targets — is saved to your account so your other devices can open it, and one button in settings deletes the account and that file together. Price lookups carry only a ticker and never say whose portfolio is asking. Connected by API instead, the statement is fetched by Miw’s server with your read-only key, stored encrypted, and kept only until your app imports it.
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.

Other brokers

Import your statement