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Easily track Trading 212 trades with Sharesight

by Stephanie Stefanovic, Content Writer, Sharesight

Investors trading with UK broker Trading 212 can automatically import historical and ongoing trades to their Sharesight portfolio, making it easier than ever for investors to access Sharesight’s award-winning performance, dividend tracking and tax reporting features.

With support for more than 170 global brokers, including leading UK brokers, plus automatically updated price and dividend information on over 170,000 stocks, ETFs and mutual/managed funds, Sharesight is the perfect tool to track all of your investments in one place.

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Who is Trading 212?

Established in 2004, Trading 212 is a UK-based broker with an online trading platform. As a discount broker, Trading 212 allows UK and international investors to invest in more than 10,000 global stocks and ETFs with $0 brokerage fees. Other key features include research tools such as interactive charting and investor education through demo accounts and video tutorials.

Why you should track Trading 212 trades with Sharesight

By importing your Trading 212 trades to Sharesight, you can easily track your investment performance across different brokers, asset classes and markets, or take advantage of Sharesight’s advanced performance and tax reporting designed for the needs of self-directed investors.

Unlike the data provided by most brokers, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving investors the full picture of their portfolio’s performance. Sharesight also offers a range of powerful reports for investors including Performance, Portfolio Diversity, Contribution Analysis, Multi-Currency Valuation and Future Income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason that investors should consider using Sharesight to track their investment portfolio.

How to import your Trading 212 trades to Sharesight

Sharesight allows you to import your historical and ongoing trades in UK stocks, ETFs and mutual funds through the Trade Confirmation Emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file. For more information, keep reading.

How to import historical trades through a spreadsheet

One simple way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account.

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As long as the file contains all the required information, you can upload it to Sharesight and quickly bulk import the trading data you wish to see in your portfolio.

Use Sharesight’s Trade Confirmation Emails feature for ongoing trades

It’s easy to use Sharesight’s Trade Confirmation Emails feature to automatically add ongoing Trading 212 trades to your Sharesight portfolio. Read our Trade Confirmation Emails help page to get started, then forward your trade confirmations to your unique portfolio email address located under the Integrations tab in the Trade Confirmation Emails section.

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You can also watch Sharesight’s guide on how to enable Trade Confirmation Emails on YouTube.

Start tracking your Trading 212 trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

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