Support

Getting an API key

  1. In the Trading 212 app, open the menu, then Settings › API (Beta), and tap Generate API key. You may be asked to accept a risk warning first.
  2. Turn on account data, history and portfolio only. Leave anything that places or cancels orders off.
  3. Leave IP access unrestricted. Your iPhone's address changes between Wi-Fi and mobile data.
  4. Copy the key and the secret into 212 PnL Charts. Trading 212 shows the secret only once.

Keys work for Invest and Stocks ISA accounts.

Common questions

Why doesn't my return match Trading 212 exactly?
Your total return in money should match Trading 212 to the penny. Trading 212's percentage "rate of return" looks money-weighted too, but Trading 212 doesn't publish its formula, and it uses its own prices rather than Yahoo Finance's daily closes. That can put the two a few tenths of a percentage point apart. Tap ⓘ on the Portfolio screen for what each figure means.
A holding's history looks short or wrong.
Open Settings › Reload full history. If prices for a fund are missing, Yahoo Finance may not list it. The app notes this under "Things to check". You can add your own free EODHD key under Settings › Price sources, and the app will use it for the funds it covers. If you remove the key later, the prices already fetched are kept.
How do I remove my data?
Settings › Disconnect and erase data removes your API keys and everything synced. Deleting the app does the same. Your Trading 212 account isn't affected.
Is this tax advice?
No. Cost basis uses UK Section 104 average cost without the same-day and 30-day matching rules, so realised gains may differ from the figures on your capital gains tax return.

Contact

Email 212pnlcharts at p dot lankenau dot io.