Support
Getting an API key
- 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.
- Turn on account data, history and portfolio only. Leave anything that places or cancels orders off.
- Leave IP access unrestricted. Your iPhone's address changes between Wi-Fi and mobile data.
- 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.