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Trading 212

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. Navigate to your trading account.

  3. Select Confirmations in the Account dropdown.

  4. Select the date range and file format.

  5. Click Download.

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

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

How to import new trades

Sharesight supports trading 212 using the trade confirmation emails feature. Read more about how to forward your contract notes in this guide.