DiviScout

Trading 212 statement guide

How to turn a Trading 212 monthly PDF statement into useful portfolio data.

Monthly statements are useful because they contain executed trades, dividends, cash movements and open positions. DiviScout parses them locally so you can merge several months without uploading files.

Local-first analysis

  1. 01

    Files are parsed in your browser.

  2. 02

    No broker login is required.

  3. 03

    Use exports for dividends, tax and allocation checks.

Recommended workflow

  1. 01

    Download each Trading 212 monthly statement PDF for the period you want to analyse.

  2. 02

    Select all statement PDFs at once in DiviScout.

  3. 03

    The app deduplicates activity and uses the latest statement for current holdings.

  4. 04

    Review assumptions, missing periods and tax estimates before relying on the numbers.

New investor?

This app supports Trading 212 statements, which is one reason Trading 212 is the first broker recommendation.

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Executed trades

Monthly statements can contribute buy and sell activity for return, fee and tax calculations.

Dividends

Dividend rows feed the income dashboard, payer tables and forward income estimates.

Open positions

The latest uploaded monthly statement is used as the current holdings snapshot.

Privacy

PDF parsing runs locally in your browser. Statements are not uploaded to DiviScout.

Trading 212 monthly statement FAQ

01

What can DiviScout read from a Trading 212 monthly statement PDF?

DiviScout can parse supported monthly statement PDFs for executed trades, dividends, cash movements and open positions, then use the latest statement as the current holdings snapshot.

02

Can I upload more than one Trading 212 monthly statement at once?

Yes. Upload several monthly statement PDFs together and DiviScout will merge and deduplicate supported activity across those statement periods.

03

Is a monthly statement PDF better than the transaction history CSV?

The transaction history CSV is usually better for broad analysis, while monthly statement PDFs are especially useful for reconciliation and confirming current positions from the latest statement.

04

Are Trading 212 monthly statements uploaded to DiviScout servers?

No. The PDF parsing happens locally in your browser and the statement files are not uploaded to a server.

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