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 the Trading 212 app doesn't offer.

Free 21-day trial · No credit card required

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

More than the Trading 212 app shows you

Everything syncs from one read-only key - then the analysis begins.

Automatic sync

Holdings, cash and full transaction history import automatically and stay in sync - no CSV files, no manual entry.

Dividend calendar

Every dividend is tracked and projected into a forward income calendar with your expected annual and monthly payouts.

AI portfolio analysis

Get AI insight on your portfolio health and concentration risk - things the Trading 212 app does not surface.

Benchmarking

See how your returns compare to the S&P 500, NASDAQ and more, so you know if you are actually beating the market.

ISA + Invest together

Track your ISA and Invest accounts side by side or separately, with GBP as the default currency.

Read-only & encrypted

The API key can only read your positions - never trade or move money - and is encrypted at rest. Revoke it anytime.

Connect Trading 212 in three steps

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

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

Paste the key into InvestInsight once - your holdings, cash and history import automatically

Get analytics, a dividend calendar, AI analysis and benchmarking on top of your live portfolio

Detailed holding view in InvestInsight after connecting Trading 212

Frequently asked questions

Yes. InvestInsight connects to Trading 212 with a read-only API key you generate in your Trading 212 app. Your holdings, cash balance and transactions sync automatically - no CSV uploads or manual entry.

InvestInsight only ever reads your data - it can never place trades or move money. You connect with an API key you generate and can revoke at any time, so we never see your Trading 212 password. Keys are encrypted at rest.

Yes. Dividend payments are imported automatically and shown in a dividend calendar with projected annual and monthly income.

Yes. You can view your Stocks & Shares ISA and Invest accounts together for a total picture, or separately so your tax-efficient ISA is never muddled with your General Investment Account.

Lifetime performance and benchmarking against indices, a forward dividend calendar and income projections, AI analysis of concentration risk, and a social feed to compare with other investors - none of which the Trading 212 app focuses on.

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