Trading 212 Integration with Diversiview via SnapTrade API

Website: https://www.trading212.com/

Affiliation: Integration

Description: Trading 212 is a European-based online broker offering commission-free trading on stocks, ETFs, CFDs, and forex. Known for its user-friendly platform and social trading features, Trading 212 caters to both beginner and experienced traders.

Import Your Portfolio from Trading 212

1. Access the Portfolio Entry Section:

  • From your Diversiview dashboard, select the “more” button in the “Import From Your Platform/Broker” section. If choosing this method, skip to step 3.
Getting started with Diversiview import your portfolio from Trading212.

Or

  • From your Diversiview dashboard, locate and click New portfolio button in Diversiview on the top right-hand corner of the webpage. This will take you to the New Portfolio page.
Create a new portfolio to analyse and optimise in Diversiview.

2. Select your Broker:

  • Select the “Import from a Broker” tab and click Link broker button in Diversiview. and choose “Trading 212”. For a full list of integrated brokers, click here.
Getting started with Diversiview link your Trading 212 account.

3. Create your Trading 212 API Key:

  • After picking Trading 212, select Connect button in Diversiview. You will be redirected to complete an authentication process.
Getting started with Diversiview connect your Trading212 account and complete the authentication process
  • Before you proceed, you’ll need to create a Trading 212 API key. If you don’t have one yet, open the Trading212 app in a new tab, and follow the instructions provided here.
  • After creating your Trading 212 API key, click “Continue”.
Create a Trading 212 API key for Diversiview.

4. Connect your Trading 212 Account:

  • Log in to your Trading 212 account using your API key.
Getting started with Diversiview use SnapTrade to connect your Trading 212 account.

5. Import Your Portfolio:

  • Once your login details are accepted, you’ll receive a prompt stating ‘Connection Complete.’ Click on the yellow ‘Go Back to Lensell’ button to return to the New Portfolio page.
  • Your Trading 212 account is now connected. In the new drop-down menu, choose the account you wish to import. Click on the green ‘Load Holdings’ button, and your securities with their weightings will be automatically populated.
  • You can analyse portfolios of up to 25 investments for 5 credit points or you can analyse larger portfolios (maximum 40 investments) for 10 credit points.

6. Adding Another Broker (Optional):

  • Under the drop-down menu where you select your account, click on ‘Revoke Access to Trading 212’. Revoking access ensures a clean slate for adding a new brokerage. Once access is revoked, simply repeat the process from Step 3 with a different brokerage.

7. Analyse Your Portfolio:

  • After importing your portfolio, click the blue “Analyse Portfolio” button. You will be redirected back to your dashboard whilst Diversiview analyses your portfolio.
Getting started with Diversiview analyse your portfolio imported from your portfolio or broker.

8. View Your Analysis Report:

  • Within a few minutes, your personalised portfolio analysis report will be ready for viewing on your Diversiview dashboard. This report offers valuable insights into your portfolio’s asset allocation, risk profile, and potential areas for improvement.
Getting started with Diversiview review your Portfolio Analysis Report.

By following these steps and exploring the additional resources provided, you’ll be well on your way to making informed investment decisions.

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