How to export your Trading 212 history.

If you are comfortable creating a key, it is the better route: it sees your whole history and keeps it current without you remembering to export. If you would rather not issue any credential, the CSV route takes the same history, one year at a time.

1. Open the menu. In the Trading 212 app or on the website, tap ☰, then Settings, then API (Beta). It appears on Invest and Stocks ISA accounts; switch to the account you want first.
2. Choose Generate API key and give it a name you will recognise later, such as “Parallax”.
3. Tick only the read permissions: account data, portfolio and history. Leave order placement unticked. A portfolio tracker has no reason to place or cancel orders, and a key that cannot do it is one less thing to worry about if it ever leaks.
4. Leave IP restriction off, unless you are restricting it to the tracker’s own server addresses. The key is used by the tracker’s server, not your phone, so a key pinned to your home connection is refused.
5. Copy the API key and the API secret. The secret is shown once, like a password; if you lose it, delete the key and generate a new one.
6. Paste both into the tracker. You can revoke the key in the same Trading 212 screen at any time, which cuts off access immediately.

Trading 212 lets each account make only six history requests a minute, so the first import of a busy account takes several minutes, not seconds. It is still working, within Trading 212’s limit.

The API reports every value in the account’s main currency, so multi-currency balances are not available through it.

1. Open History. Tap ☰, then History.
2. Tap the export button.
3. Pick the period. Trading 212 currently allows up to twelve months per export. Start with the year you opened the account.
4. Tick the data: orders, dividends, transactions (deposits, withdrawals and currency conversions) and interest. Leaving transactions out removes the deposits, and without them returns cannot be separated from money you added.
5. Export. The CSV downloads to your device.
6. Repeat for every year up to today, with no gaps between the periods.

Upload the files oldest first, one at a time. A tracker that builds your positions year by year needs each year’s starting point before it can read the next one; a file that starts earlier than what is already imported may not be read in full.

Parallax skips every day up to and including the last one it already holds, so the files can overlap by a day or two. The catch is the day you export: if you export in the middle of a day on which you traded, and then trade again, the next upload treats that day as done and skips the later trades. End each export on a day after your last trade, or on yesterday.

Limits of the CSV route in Parallax

Parallax reads the Trading 212 CSV in beta. It was built from a published sample export rather than a real account, so check the import preview carefully the first time. Specifically:

• Stock splits and other corporate actions are not read yet. Those rows appear in the preview’s skipped list, and a holding that split will show the wrong share count. The API route does not have this gap.
• Dividend withholding tax is not subtracted separately. Trading 212 states it in the security’s currency, not the account’s, so the dividend is taken as the cash that actually arrived.
• Times are read as UTC, which matches the API. If a trade near midnight lands on the wrong day, that is why.

Each row has an Action, a time, the instrument’s ISIN, ticker and name, the quantity and price, the exchange rate used, the total in your account’s currency, and a row ID. The Action says what happened.

The Total column is what your account was actually debited or credited after Trading 212’s own currency conversion, which is why it is a better record of cash than quantity times price.

The export will not go further back than a year

That is Trading 212’s limit per file. Export one year at a time, or use an API key, which has no such limit.

There is no API (Beta) option in Settings

It appears on Invest and Stocks ISA accounts only. Switch to one of those, or use the CSV export.

The key is refused

Most often a permission was left unticked, or the key was restricted to an IP address that is not the tracker’s. The tracker needs account data, portfolio and history. Delete it and generate a new one without the restriction.

The first import is slow

Six history requests a minute. A few years of active trading takes several minutes; let it finish.

A holding shows the wrong number of shares

On the CSV route, a stock split is the likely cause. Check the preview’s skipped rows, or switch that account to an API key.

Parallax takes either route, one per account: connect a key, or upload CSVs, but not both into the same account. With a key it reads every fill with Trading 212’s own identifier, so repeated syncs never duplicate a trade, along with deposits, withdrawals, fees, interest and corporate actions. Its Trading 212 client issues nothing but read requests, a test fails if that ever changes, and the key and secret are stored encrypted and never shown back to the browser.

Then it rebuilds the history into snapshots and shows whether each move beat keeping what you had. The details are on the coverage page and the security page; how moves and returns are measured is on the methodology page.

Request beta access

Parallax Investing is not affiliated with or endorsed by Trading 212. Trading 212 is a trademark of its owner. These steps were checked against Trading 212’s help centre in September 2026 and can change without notice. This guide is for information and is not investment or tax advice.