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Trading 212

Connecting your Trading 212 account via SnapTrade is the easiest way to get your trades into Sharesight. The integration automatically syncs your historical and ongoing trades into your Sharesight portfolio — with no files to download or upload. We recommend using SnapTrade to connect Trading 212.

All Sharesight retail users can connect their Trading 212 account using SnapTrade's integration. If you'd prefer to import manually, you can still upload a CSV file or forward your Activity Statement emails — see How to import historical trades and How to import new trades below.

Note: We only allow for the import of standard buy and sell trades via the integration. Short selling transactions, including short and cover trade types, are not supported. You can opt to import all historical trades during initial setup. Ongoing trades will be imported daily.

How to connect your Trading 212 account to Sharesight via SnapTrade

  1. Navigate to your Trading 212 settings page by clicking here (you'll need to log in).

  2. Open the hamburger menu in the tabs at the top of the page.

  3. Scroll down to Settings, then select API or API (beta) from the left-hand menu (you may need to scroll down again to find it).

  4. Click the Generate API key button and follow the prompts. For a reliable read-only connection, grant all key permissions except Orders - Execute.

  5. Trading 212 will display an API key ID and a Secret Key. Copy both — you'll enter them into Sharesight in the next steps.

  6. Log into Sharesight.

  7. Click Search for your broker or Add investment then Upload via broker.

  8. Search for and select Trading 212.

  9. Click the Connect Trading 212 button, then click Continue.

  10. Enter your API key and Secret Key, then click Connect.

How to import historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Follow the steps below for step-by-step instructions on how to bulk import your historical trades.

To import historical trades:

  1. Login to your Trading 212 account.

  2. Click on your profile.

  3. Select History.

  4. Click the icon to download your file.

  5. Select the time frame (Trading 212 limits you to a one year period).

  6. Click Export CSV

  7. Search for Trading 212 broker tile on your Sharesight portfolio.

  8. Upload your file. (You will be able to review the import before it is saved)

How to import new trades

Sharesight supports Trading212's Activity Statement that is sent to your inbox on the day after you had some trading activity in your account.

You can either forward that email (with the PDF attached) to your portfolio email address.

Or set up an inbox email forwarding rule so it gets forwarded to your Sharesight account.

Sharesight records all the BUY and SELL trades under the Executed Trades section.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.