To export from Trading 212: open the app or web platform → Menu ☰ → History → tap the export icon → tick the data types you need (orders, dividends, transactions, interest) → set the date range → Export CSV. The file arrives within minutes. One catch: each export covers a maximum of one calendar year, so longer histories need one file per year.
Trading 212 gives you a clean CSV of everything you’ve done — if you know where the export lives, which boxes to tick, and how to dodge the three traps that silently corrupt spreadsheets and tax records.
Key Takeaways
- Export path: Menu → History → export icon → data types + range → Export CSV.
- The one-year cap: each file covers max one calendar year — investing since 2023 means four exports.
- Pies aren’t special: Pie activity exports as individual fractional orders you filter by ticker.
- ISA ≠ Invest: both land in your exports — never blend their cost bases; only Invest (GIA) is taxable.
Where is the CSV export in Trading 212?
The export lives under Menu ☰ → History, behind the small export icon in the top-right corner — identical on the mobile app and the web platform.
- Open Trading 212 and go to Menu ☰ → History.
- Tap the export icon (top-right).
- Tick the data types: Orders, Dividends, Transactions, Interest. For Pie activity, include Orders.
- Set the date range — maximum one calendar year per file.
- Tap Export CSV. The file is emailed to you / appears under Reports within minutes.
The 3 traps that corrupt your export
The one-calendar-year cap, the ISA/Invest mix, and fragmented Pie orders are the three ways a Trading 212 export silently goes wrong. Here’s each one and its fix:
| Trap | What happens | Fix |
|---|---|---|
| One-calendar-year limit | Multi-year history silently truncated | One export per calendar year, then merge |
| ISA + Invest mixed | Both accounts can land in your exports | Keep the account column; never blend cost bases across wrappers |
| Fractional Pie orders | One Pie deposit = many tiny order rows | Sum by ticker — or use a tracker that reassembles Pies |
What do the CSV columns mean?
The columns that matter are Action, Time, Ticker, No. of shares, Price/share, Currency, Exchange rate, and Total — the rest is context.
Watch two of them closely. Currency: UK-listed lines can arrive priced in pence (GBX) — a “1,234” that means £12.34 silently inflates a naive spreadsheet a hundredfold. Exchange rate: your US trades carry the FX conversion that separates stock performance from currency luck (and the 0.15% FX fee sits on every non-GBP order).
Export in early January for the full previous calendar year, and again on 6 April for your tax-year cut — two exports per year keep both your records and your Self Assessment evidence clean.
What should you do with the file?
Three destinations: a spreadsheet, your tax records, or a tracker that parses it automatically.
If you’re spreadsheet-first, mind the pence trap above before you sum anything. For tax, the CSV is your evidence trail, not your computation: UK capital gains need HMRC’s same-day, 30-day and Section 104 matching — across all your brokers, not just Trading 212. And if you’d rather skip the maintenance entirely, Avex ingests your year-files as they are — parsed locally, merged and de-duplicated automatically, with ISA and Invest kept properly apart.
Keep every year’s export permanently. Your broker doesn’t report your trades to HMRC for you — your CSVs are the evidence trail behind every capital gains figure you file, and HMRC can ask questions years later.
Need the same map for every other platform? Our one-page UK broker export cheat-sheet covers the export path, file format and trap for all 8 major UK platforms.
For the full picture of what Trading 212’s app can and can’t track — and your options beyond it — see our complete Trading 212 portfolio tracker guide. The tax side (ISA vs Invest, CGT, dividends) gets its own deep-dive in our upcoming Trading 212 tax guide.
No. Each Trading 212 export covers at most one calendar year. Download one file per year and combine them — or upload them all to a tracker that merges and de-duplicates automatically.
There’s no per-Pie export. Include Orders in your export and filter by ticker — Pie trades appear as individual fractional orders.
Yes — if you tick those data types in the export dialog before generating the file.
It’s your evidence trail, but it isn’t a CGT computation: you still need HMRC’s share-matching rules (same-day, 30-day, Section 104) applied across all your brokers. See our Trading 212 tax guide.
Trading 212 offers a public API (in beta) for positions and orders; for full history including dividends and interest, the CSV export remains the reliable route.
