Import from Trading 212
Bring your Trading 212 Invest and ISA history into FolioCenter — one CSV export per account, and the app rebuilds the fund for you.
Before you start
You bring Trading 212 in through its own CSV export — a statement of your account history. FolioCenter reads that file to rebuild your holdings, cash and transactions; it never connects to Trading 212 or sees your login. It works for both Invest and ISA accounts — export each one and import them together.
Trading 212 caps how much history a single export covers, so you may end up with several CSVs (for example one per year). That’s fine — drop them all in at once, and re-importing never creates duplicates.
Export your history from Trading 212
- Open the account you want to export — Invest or ISA.
- Go to the menu and open History (your orders, dividends and cash movements).
- Use the export action, choose a date range, and pick the CSV format.
- Trading 212 prepares the file — download it (it appears in the app’s reports/exports area, or arrives by email). Repeat for each date range and each account you want to include.
Export the whole span you want covered. Overlapping ranges are safe: FolioCenter de-duplicates by each row’s Trading 212 ID, so the same order never lands twice.
Import into FolioCenter
- Start a new import and choose the Trading 212 card.
- Drop your CSV export(s) into the drop zone — you can add several at once (Invest + ISA, multiple date ranges).
- Give the fund a name.
- Confirm the base currency. FolioCenter reads the currencies in your file; if there’s more than one, pick the fund’s main currency.
- Import. You’ll get a summary of the portfolios, accounts and transactions created.
Already have this fund in FolioCenter? Use add to an existing fund to merge a new export (or your ISA alongside your Invest) into it instead of creating a second fund.
What gets imported
- Market, limit and stop buys and sells — with exchange rates and currency-conversion fees
- Dividends and their withholding tax
- Interest on cash
- Deposits and withdrawals
- Transfers in and out
Not yet imported: stock splits, stock distributions and standalone currency conversions are recognised but skipped for now (they’re noted in the import summary). Everything else in the file still imports normally.
After importing
Some holdings may have no market-data feed (small caps, delisted tickers). FolioCenter flags these on the import summary with an Add prices button — see Import a manual price history to value them yourself.
Troubleshooting
Make sure you exported the CSV from History (not a PDF or a screenshot). FolioCenter reads Trading 212’s own column headers by name, so don’t rename or reorder the columns.
Stock splits, stock distributions and currency-conversion rows are skipped for now, and any unrecognised row type is skipped with a note — the import never aborts, and everything else still comes in.
That’s expected. Rows are de-duplicated by their Trading 212 ID, so importing overlapping or repeated exports adds only what’s genuinely new.
Choose the correct base currency at import. Each holding keeps its own trading currency, and FX comes from the file’s exchange-rate column.
Trading 212 is an independent third party; you export your own data and should check its terms of use. FolioCenter only reads the file you upload — it never connects to your broker. This guide is about using the app and isn’t investment advice.