01 · IMPORT

Know what you actually own.

Pick your broker and we'll show you exactly which file to grab. Then drop it in. Nothing leaves your browser.

01Choose your broker

02Get the right file from Trading 212

BEST FILE

Transaction history CSV

The full record: dividends, deposits, fees, FX and return all come from this one file. Start here.

~10 sec

History→Export→Longest date range→Download CSV

PDF · ALSO WORKS

Monthly statement

For month-by-month reconciliation. Merge several; latest gives a snapshot.

CSV · ALSO WORKS

Holdings snapshot

Just what you hold now. Enough for allocation, not full history.

03Drop it in

↑

Drop your Trading 212 export

or choose from Files. CSV or PDF accepted

PARSED HERE · NEVER LEAVES YOUR DEVICE