Not sure if I’m allowed to link it here. It’s called Statfolio. Currently I have added beta support for importing from CSVs in the format exported by yahoo finance. It should be relatively easy to expand this feature to other formats. Does trading212 offer CSV export?
Yes you can export trading history to CSV in the app.
Is there an option in Statfolio for a user to update the mapping scheme or customise it at all?
Have to say initial look, it seems cool. Had a play with the Demo portfolio. Have you considered unitising the data, so that you can compare your portfolio performance against benchmarks?
You mean something like letting the user choose the CSV columns for each of the required fields?
If that’s the case, then no, not at this moment, but it’s worth exploring that path. As long as there are columns for the symbol, date and price of the transaction, it should work.
Giving this a bump.
I’m not an IT expert but ai have just exported a CSV from T212, changed the format for the stock events app and it is showing some stocks as thousands of pounds more than what I actually own.
Also where I have sold shares it is adding that on as a buy once I import the file to Stock events.
For example I buy 2 AAPL & sell 1 AAPL then I now have 3 AAPL.
I’m happy to try another app if need be, but I want to be able to have this as simple and easy for me to send the data over as possible. I want to be able to track my dividends and have an easy to use widget for iOS.
Stock events has everything I need but it is painful trying to manually input everything
Edit:
I have changed the exported file to show 4 columns in the order that Stockevents says it requires them
Do you own GBX stocks? Probably you should convert them to GBP before uploading.
Everything is in GBP already