Guides · Updated 7 September 2026

Trading 212 portfolio tracker: connect the API key, or drop the CSV

Trading 212 is one of the few European brokers that hands a private investor a read-only API key, so a tracker can either sync it or read the History export. Fortunest does both — key or file, with a cutover date so nothing is counted twice — and it is our pick. Sharesight connects Trading 212 through SnapTrade; Parqet, getquin and AllInvestView read the file.

The short answer

• You have two routes, and they are not equivalent. The API key keeps the account current on its own; the History CSV is a full record you re-export by hand. Running both at once is where importers double-count.
• Our pick: Fortunest — a direct Trading 212 connection with your own read-only key (live or practice), or the History export, and it uses the two currencies in each row for what they are instead of multiplying them together. Free without an account; Pro is €69 a year.
• Also a live connection: Sharesight — via SnapTrade rather than your own key, plus a CSV upload and forwarded Activity Statements. Standard buys and sells only; short selling is excluded.
• File imports: Parqet and AllInvestView — Parqet documents a Trading 212 CSV import with all four export categories ticked; AllInvestView advertises "import any broker CSV (auto-detected)" on every plan.
• Open banking or manual: getquin — its pages describe an open-banking login, manual entry and a CSV upload, and name no broker.

How to connect Trading 212, or export its history

The wording below is the same as in the Trading 212 section of the docs. Take the key if you want the account to stay current; take the file if you would rather nothing of yours sits on a server.

1. The API key In the app open Settings → API (Beta), accept the risk warning and tap Generate API key. Give it the read permissions only — account, portfolio and history — and leave orders off.
2. Restrict it to an IP The form offers Restrict access to trusted IPs, which takes the address Fortunest shows you (or a CIDR range); use it. Submitting shows an API key and an API secret, and the secret appears only once, so copy both. An older key that came without a secret still works — paste it as the key and leave the secret box empty. A practice-account key works too; pick demo as the environment.
3. Or export the history instead In the app or on app.trading212.com open Menu → History, click the export icon, pick the widest period, tick every category and download the CSV. Invest and Stocks ISA accounts only — the CFD export is a different file and is not read, because the dashboard models no CFDs.
4. Drop the file in Drag it onto the Portfolio value tile in the app, or open ⚙ Settings → Data and drop it on the Data sources card.

If you do both, keep the connection on files first: the file and the key describe the same trades in different currencies, so the cutover date — not row matching — is what stops them being counted twice, and the app suggests the right date for you.

What a tracker has to get right in this file

Two details are where importers go wrong, and they are worth checking in whatever you choose. Each row carries two currencies: the Total is the cash that actually moved in your account's currency, while Price / share is the quote in the share's own currency. Multiply them together and every US position in a euro account comes out wrong. And the withholding tax and the currency-conversion fee are already inside the Total, so a tracker that deducts them again understates the position for years.

Everything else in the export is read: Market, Limit and Stop orders both ways, dividends however Trading 212 spells them, interest on cash and lending interest, deposits, withdrawals, currency conversions, stock splits, stock distributions, and shares transferred in or out. Fractional holdings keep all ten decimals, which matters when a €50 monthly order buys 0.0731 of a share.

From there it is one portfolio: the Portfolio tab values every position live and split-correct, converts each day at that day's rate, and reports total P/L with realised gains, annualized TWR and money-weighted IRR against seven benchmarks fed your own deposits. The Trades tab scores your holdings and watchlist on fifteen criteria you weight yourself and turns an amount into a plan; the assistant answers about the actual holdings and can drive the dashboard. Add the exports of 28 other platforms and a Kraken or Binance key and it is all one history.

The trackers that read a Trading 212 account

Each cell is what the vendor's own pages say, on the date in the footnote. Not described means the page does not mention it. A green ✓ marks whichever product leads a row on that row's own terms.

Cells were checked against the sources below on 7 September 2026, except Sharesight's pricing and privacy pages and getquin's security page, checked 19 August 2026 as on our landing-page comparison. AllInvestView's Advanced and Pro prices were not readable on the pricing page we fetched. Prices are list prices before promotions and, for Fortunest, before VAT.

The verdicts

How we compared

We read each vendor's own import, pricing and privacy pages rather than a review site, and where a page says nothing about a row, the cell says so. We build Fortunest, so we are not neutral: the table is meant to be checkable rather than impartial, and every product's limits are in its verdict, ours included.

Questions people ask

Sources

1. Fortunest — the Trading 212 walkthrough, every supported platform, the Trades chapter, the Taxes chapter and the Privacy chapter.
2. Sharesight — Trading 212 partner page (7 September 2026); pricing and privacy policy (19 August 2026).
3. Parqet — Trading 212 CSV-Import and Preise & Pläne (7 September 2026).
4. AllInvestView — pricing (7 September 2026).
5. getquin — pricing and portfolio tracker (7 September 2026); security (19 August 2026).

Signals, analyses and assistant answers in Fortunest are informational — not financial or tax advice.