A short guide explaining how you can generate a CSV of your transaction history from the Trading 212 into our Delta Investment Tracker which will give you accurate profit/loss for your historical data.
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If you already have the CSV and are looking for how you can import it, check out our CSV import guide here.
To download your CSV from Trading212, head to your Trading212 platform and navigate to the History page, on the right navigation menu.
From this page, select the time-frame you are interested in importing into Delta and ensure that under the 'Included Data' that all the boxes are checked (Orders / Dividends / Transactions / Interest).
Once you have downloaded your CSV file of your transaction, you can follow the steps outlined here to import this into Delta and start tracking your portfolio!
If you encounter any issues while importing a CSV file directly exported from Trading212, please don't hesitate to get in touch with our Support team at support@delta.app or via the support page in the app.
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