Export Trading 212 Data

Whether you're doing your tax return, building a spreadsheet, or moving your portfolio into a proper tracker, at some point every Trading 212 investor needs to get their data out of the app. The good news: Trading 212 makes this reasonably painless. The better news: if you're exporting because you want to analyse your portfolio, there's now a way to skip the export entirely.

This guide covers both — the manual CSV export, and automatic syncing via Trading 212's API.

Option 1: Export your Trading 212 history as a CSV

Trading 212's built-in export gives you a CSV file you can open in Excel or Google Sheets.

1. Open the Trading 212 app and go to the Menu.
2. Select History.
3. Tap the export icon.
4. Choose your timeframe and the data types you want — orders, transactions, dividends and so on.
5. Download the file. It arrives as a .csv you can open in any spreadsheet app.

You can also export your current holdings breakdown by pressing and holding on the Holdings pie chart in the app.

What's in the export

Depending on the categories you tick, the CSV includes your order history (buys and sells with dates, quantities and prices), cash transactions (deposits and withdrawals), and dividend payments. That's everything you need for record-keeping or a self-built spreadsheet.

Limitations worth knowing

The export isn't available for CFD accounts — Trading 212 handles those separately. And a CSV is, by nature, a snapshot: the moment you make your next trade, it's out of date. If you're exporting monthly to keep a spreadsheet current, you've effectively signed up for a recurring chore.

Option 2: Skip the export — sync automatically instead

If the reason you're exporting is to track performance, monitor dividends, or analyse your portfolio properly, a one-off CSV is the hard way. Trading 212 offers an official API that lets tools connect to your account with read-only access — and Openbook's Portfolio Tracker now supports it.

Instead of exporting a file every month:

• Your holdings sync automatically whenever you trade.
• Openbook benchmarks your performance against indices like the FTSE All-Share.
• Dividends are tracked for you — no spreadsheet formulas.
• You get risk and concentration alerts in plain English.

The connection is read-only (Openbook can never trade on your account), takes about two minutes to set up, and works with the General Invest account and Stocks & Shares ISA. Our full guide to the Trading 212 portfolio tracker walks through it step by step.

Which option should you use?

Use the CSV export if you need records for a tax return, want a permanent offline copy of your history, or genuinely enjoy maintaining spreadsheets (no judgement).

Use API syncing if your goal is ongoing tracking and analysis. A live connection does what the spreadsheet does, without the monthly maintenance — and adds benchmarking, risk analysis and dividend tracking on top.

Plenty of investors use both: a live sync for day-to-day tracking, and an annual CSV export filed away for records.

Get your portfolio out of the app and into focus

If you're exporting your Trading 212 data because you want to understand your portfolio better, create a free Openbook account and connect your Trading 212 account instead. Two minutes of setup, no credit card, and no more exports.