Export guides

3 brokers
03How to export

Get your file in a minute.

Each platform tucks the export in a slightly different place. Here's exactly where to look.

Supported exports

Transactions .csvStatements .pdfHoldings .csv

Use the original broker file where possible. Screenshots and copied tables are less reliable.

A

Trading 212

Invest · ISA
  1. 01

    Open app.trading212.com and sign in.

  2. 02

    Open the account menu, then go to History.

  3. 03

    Tap Export and set the range — From the start for everything.

  4. 04

    Choose CSV for transactions, or PDF for a monthly statement.

  5. 05

    Confirm, then drop the file into DiviScout.

DiviScout reads

TransactionsCSVMonthly statementPDFSnapshotCSV
B

Interactive Investor

ISA · SIPP
  1. 01

    Log in at ii.co.uk and open your dashboard.

  2. 02

    Go to Portfolio → Transactions.

  3. 03

    Set the date range you want to analyse.

  4. 04

    Click Export and choose CSV.

  5. 05

    Export the Holdings valuation CSV too, then drop both in.

DiviScout reads

Activity ledgerCSVHoldings snapshotCSV
C

AJ Bell / Youinvest

Dealing · SIPP
  1. 01

    Log in at ajbell.co.uk and select the account.

  2. 02

    Open History / Transactions.

  3. 03

    Choose your date range, then Download as CSV.

  4. 04

    Export the Holdings valuation CSV.

  5. 05

    For pensions, also grab the SIPP portfolio CSV.

DiviScout reads

TransactionsCSVHoldingsCSVSIPP portfolioCSV
04Good to know

The transaction file does the most.

Dividends, fees and FX are all reconstructed from your full transaction history — so when in doubt, export the longest date range you can.