Best starting point
Use transaction history for full analysis.
Monthly PDFs are strong for reconciliation, but a full transaction CSV is usually the cleanest way to rebuild returns, trades, dividends and cash movements.
Trading 212 export guide
Which Trading 212 files should you upload?
DiviScout supports Trading 212 transaction history CSV exports, portfolio CSV exports and monthly PDF statements. Use the most complete source for the analysis you want.
Local-first analysis
- 01
Files are parsed in your browser.
- 02
No broker login is required.
- 03
Use exports for dividends, tax and allocation checks.
Trading 212
Choose an export
Illustrative guide. Broker screens can change; use this to identify the type of export DiviScout expects.
Screenshots
What to look for before uploading
Screen 1
Open history or statements
Look for the area that lists account activity, transaction history or monthly statements.
Activity export- 01
Portfolio overview
- 02
History / Statements
- 03
Account settings
- 04
Help centre
Screen 2
Choose the broadest range
For returns and tax-style summaries, export the full period you want DiviScout to analyse.
Full date range- 01
Last 30 days
- 02
Custom date range
- 03
Only dividends
- 04
Only trades
Screen 3
Upload the original file
Use the broker CSV or PDF directly. Re-saving through spreadsheet software can alter dates and currency formatting.
CSV or PDF- 01
transaction-history.csv
- 02
monthly-statement.pdf
- 03
edited-copy.xlsx
- 04
screenshot.png
01
Transaction CSV
Use this when you want the broadest analysis: returns, deposits, withdrawals, trades, dividends, fees and tax-year summaries.
Upload one complete date range rather than several overlapping partial exports where possible.
02
Monthly PDF statements
Use these when you want month-by-month reconciliation or when the transaction CSV is not enough.
Upload multiple statements together so DiviScout can merge months and deduplicate activity.
03
Portfolio snapshot CSV
Use this when you only need current holdings and allocation, not a full performance history.
04
Check the output
Review warnings, missing tickers and unexpected cash movements before relying on the calculations.
Best for dividends
Transaction history CSVs and monthly statements include dividend payments that DiviScout groups by payer and tax year.
Best for returns
A complete transaction history lets the app compare cash flows, realised activity and current value.
Best for allocation
A latest portfolio export or monthly statement with open positions is enough for allocation views.
Trading 212 broker link
Trading 212 remains the first supported broker because its CSV and PDF exports are already parsed by DiviScout.
Visit Trading 212
Affiliate disclosure: DiviScout may receive a referral reward or commission if a user signs up through this link, at no extra cost to the user. Capital at risk. This is not financial, investment, accounting or tax advice. Check the official terms and decide independently.
Trading 212 export guide FAQ
Which Trading 212 export should I upload first?
Start with the transaction history CSV when possible because it gives the broadest view across dividends, returns, fees, cash movements and UK tax-style summaries.
When should I use a Trading 212 monthly statement PDF instead?
Use monthly statement PDFs when you want statement-by-statement reconciliation or a current holdings snapshot from the latest uploaded statement.
Can I upload more than one Trading 212 file at once?
Yes. DiviScout can combine supported files from the same broker, so you can upload transaction history together with statement PDFs or a portfolio snapshot when you need broader context.
What should I read after this Trading 212 export guide?
If you are working with PDFs specifically, read the Trading 212 monthly statement guide. If you want results immediately, open the Trading 212 tools hub or the dividend and CGT pages.
Next pages to use
Privacy
Upload the original export, not your login.
DiviScout parses CSV and PDF files locally in your browser. The file content is not stored server side, and you do not need to connect your broker account.
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