Track your Trading 212 portfolio, without handing over your login
Import your T212 transaction history via CSV and get true XIRR, Clean Cash vs Generated Wealth, and Section 104 CGT across your ISA, Invest Account, CFD Account accounts.
Join the waitlistHow Trading 212 tracking works in Omnicogi
Omnicogi's generic CSV importer already handles most Trading 212 exports; dedicated column-mapping support for Trading 212 is on the roadmap, and most exports need little to no manual cleanup in the meantime.
What Omnicogi shows once you've imported
- True XIRR: daily-weighted, Newton-Raphson money-weighted return across every T212 account you import.
- Clean Cash vs Generated Wealth: what you deposited into Trading 212, versus what the market generated for you.
- Section 104 CGT pooling: automatic HMRC-compliant cost-basis tracking on partial disposals, for any Trading 212 GIA holdings.
- Benchmarking: your T212 performance against the FTSE 100, S&P 500, or MSCI World.
Frequently asked questions
Does Omnicogi need my Trading 212 login?
No. Omnicogi never asks for your Trading 212 credentials and has no Open Banking connection to it. You export a CSV from Trading 212 yourself and upload the file: that's the entire integration.
How do I export my Trading 212 transaction history?
- Open the Trading 212 app or web platform.
- Go to History.
- Use the export/download option for your transaction history.
- Save the CSV file.
What does Omnicogi do with the Trading 212 CSV?
Trading 212's export is already a clean CSV; it maps well to Omnicogi's generic import while dedicated column mapping is finished.
Omnicogi deduplicates transactions, maps tickers to global securities via ISIN/SEDOL, and categorises each line (buy, sell, dividend, deposit, withdrawal, fee) automatically. Anything it can't resolve is flagged for your review rather than silently dropped.
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Your T212 data, never your login.
Omnicogi never asks for your broker credentials. Export a CSV, upload it, and see your true performance across every account.