Auto-sync · Read-only

Trading 212 Portfolio Tracker - Sync Your Holdings Automatically

Connect your Trading 212 account with a read-only API key and your portfolio syncs automatically - stocks, ETFs, cash and dividends. Then get the analytics, dividend calendar and AI insights that the Trading 212 app doesn't offer.

Trading 212 portfolio synced into InvestInsight showing holdings, P&L and performance chart

Connect Trading 212 in three steps

No CSV files, no manual entry. Generate a key, paste it in, and your portfolio appears.

1. Generate an API key

In the Trading 212 app, create a read-only API key. It can view your portfolio but never trade or withdraw.

2. Paste it into InvestInsight

Add the key once. Your holdings, cash and full transaction history import automatically and stay in sync.

3. Get insights

See analytics, a dividend calendar, AI portfolio analysis and how you compare to benchmarks like the S&P 500.

More than the Trading 212 app shows you

Automatic sync of holdings, cash and transactions

Dividend calendar with projected annual income

AI analysis of portfolio health and concentration risk

Benchmark your returns against the S&P 500, NASDAQ and more

Track your ISA and Invest accounts together or separately

Follow other investors and share your portfolio

Dividends tracked

Performance vs benchmarks

ISA + Invest accounts

Read-only & encrypted

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