Parse
Upload your Trading 212 file or paste statement text and let AI detect positions automatically.
Trading 212 import guide
Import Trading 212 Portfolio
Trading 212 exports can contain mixed activity rows. Portfolio Terminal extracts holdings and lets you verify every field before sync.
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Setup in under 2 minutes
Verify
Review symbols, quantities, prices, and dates before anything is written to your portfolio.
Apply
Choose snapshot replace or additive merge and confirm import with full control.
Supported inputs
- Trading 212 CSV export
- Copied activity statement text
- Excel workbook from reports
- JSON data dump
- Screenshot import from desktop or mobile
Import notes
- Symbol aliases are normalized to reduce mismatches across exchanges.
- Fees and price precision are preserved when present in source data.
- Review table highlights confidence level before you confirm import.
Quick tutorial for Trading 212
- Step 1
Export from Trading 212
Use History export in the app or web dashboard and download CSV for your relevant period.
- Step 2
Parse file in Smart Import
Drop the file in onboarding and let the parser extract positions, quantities, and prices.
- Step 3
Fix low-confidence rows
If any row is uncertain, edit it in review, then confirm additive or snapshot import mode.
FAQ
Is Trading 212 import safe if my symbols are not standard?
Yes. Symbol normalization and manual verification are built in, so you can fix any row before applying changes.
What happens if parsing confidence is low?
Low-confidence rows are clearly flagged. You can correct them directly in the review step before import.
What you can monitor after import
Portfolio tracker
Use the imported holdings inside the broader portfolio review workflow.
Value at Risk
Add a downside estimate once the holdings are in place.
Drawdown monitoring
Track peak-to-trough losses with more context than a raw statement export.
Dividend tracker
Keep portfolio income visible alongside holdings and risk.
Ready to import your Trading 212 portfolio?
Free, no credit card, takes less than 2 minutes