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Trading 212

There are two ways to connect Trading 212 to Sharesight depending on where you are in your setup:

  • New to Sharesight? Start by importing your full trade history using the steps below, then set up an email forwarding rule so future Trading 212 Activity Statements are sent to Sharesight automatically.
  • Already using Sharesight? Skip the history import. Set up an email forwarding rule in your inbox to automatically forward Trading 212 Activity Statements to your portfolio email address. This is a one-time setup.

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.