Access my portofolio with python

[Dougal1984]

Yeah that’s what I do.

Download the full transaction history from the 212 app, import to google sheets, and then use google finance to source prices.

New feature - Export your investing history

You can now download your investing data as CSV! The new option is located in the top right corner of the history section of your ISA or Invest Account. [image] Select the time frame you want to export (max. 1 calendar year): [image] You have control over the type of data included in the export. For example, if you wish to omit data related to deposits, withdrawals, and transfers, simply turn off the ‘Transactions’ option under ‘Included data’. Once submitted, your export request might t…

Google Sheets Portfolio Tracker

Afternoon all, Thought I would share a thread on this. I have built a new portfolio tracker using the exportable data from the 212 app in Google Sheets, however I am still tweaking some of the setup. *** Edit - current version *** *** / Edit *** High level, this currently works like the following 0. Setup - Basic setup parameters, mapping of 212 export tickers to GoogleFinance ticker codes, and the base currency of your portfolio to report in. 1. 212 Trade Export 2. 212 Holdings - a ta…

Probably much easier!