Trading212
Beta
This plugin is in Beta — tested with sample files but edge cases may exist.
📥 How to Export
To export your transaction statement from Trading212:
- Log in to the Trading212 Client Portal (or open the app on your mobile device).
- Go to the menu/profile section and click on History.
- Click the Export button (usually represented by an export or document icon at the top of the history tab).
- Select the desired columns (ensure all fields like ticker, date, quantity, price, and currency are selected).
- Choose CSV as the format and click Export. Save the file to your computer.
⚠️ Common Pitfalls
Pie Transactions
Trading212 supports "Pies" (baskets of automatically managed assets). If you trade inside a Pie, the export reports these trades as separate underlying asset transactions. The BRIM parser processes these individual trades automatically, but make sure your Pie balances are fully synced in the staging grid before committing.
📝 Notes
- Supports stock/ETF buys and sells, dividends, interest on cash, deposits, withdrawals, and FX conversion fees.
- Multi-currency accounts are supported.