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Easily track Trading 212 trades with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | May 6th 2021

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 200 global brokers, including leading UK brokers, plus automatically updated price and dividend information on over 240,000 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, exposure, multi-period, 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.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant contribution to this stock’s returns, highlighting the value of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

LSE dividend stock in Sharesight

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.

Import historical trades through a spreadsheet

The simplest way to import historical trades to Sharesight is by creating and formatting a spreadsheet file filled with trades from your trading account. This is especially useful if you wish to import a large number of trades. 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.

Import Trading 212 trades to Sharesight

Import ongoing trades via Sharesight’s trade confirmation emails feature

Sharesight’s trade confirmation emails feature is an effortless way to import historical and ongoing trades to a Sharesight portfolio. By simply having your broker’s trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no effort on your part.

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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FURTHER READING

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