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Trading 212

How to export the account history to a CSV file

Trading 212 exports the account history as a CSV file. Taxify reads from the file the buys and sells, the dividends, the withholding tax and the interest. The export works in the web app and in the mobile app. The guide gives the button names in English. If your app uses another language, look for their translation in the same place.

1Open the account history

Log in to Trading 212. At the top left, switch to the Invest account (1). Open the main menu ☰ (2) and select History (3).

Trading 212 has three accounts: Invest, CFD and Crypto. Each one has its own history, so make an export for each account. The Crypto account has no export.
The main menu of Trading 212 with the Invest account switch, the ☰ button and the History item

Swipe the screenshot to the side, or tap it to make it larger.

2Click the export button

In the History window, click the export button at the top right (1). It is the icon of a document with a down arrow. The Export history window opens.

The History window with the export button at the top right

3Set the period and the data

On the New export tab, in Time frame, set From to the day when you opened the account, and To to today (1). In Included data, keep all items ticked: Orders, Dividends, Transactions and Interest. Then click Export CSV (2).

If Trading 212 does not accept so long a period, export the history by years: one file for each year, from 1 January to 31 December.
The Export history window with the period in Time frame, the Included data items ticked and the Export CSV button

4Download the file

Trading 212 prepares the file, which can take some minutes. Then it shows a message that the CSV document is ready. In the message, click Download (1). You can also find the completed exports on the Recent tab of the Export history window.

If you also have a CFD account, switch to it and do steps 1 to 4 again. Upload the file of the CFD account to a separate account in Taxify.
The Trading 212 message that the CSV file is ready, with the Download button
Do not change the CSV files and do not save them again in Excel – a save can change the dates and the numbers. Upload them to Taxify as you downloaded them. Upload the full history, not only the year of your tax return: the acquisition prices come from the FIFO method across all years.

5Upload the statement to Taxify

  1. 1.In Taxify, open Accounts and select your broker account. If you do not have one yet, create it.
  2. 2.On the Import trades tab, drop the files into the marked area or select them with the button. Upload every year.
  3. 3.When the processing is complete, you see the imported trades and you can start the tax calculation.

Tips

  • For each Trading 212 account, create a separate account in Taxify and select its type: Invest, CFD or Crypto. Taxify does not accept a file of the CFD account in an account of the Invest type, and the opposite.
  • Trading 212 does not export the Crypto account. Enter its trades in Taxify by hand, in an account of the Crypto type.
  • Periods that overlap are not a problem: on the next import, Taxify skips the trades that it already has.
  • If a sell has no matching buy, the export of an earlier period is missing. Import it.

Problems with the export?

Write to us and we help you with the specific step.

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