Trading 212 Portfolio Exporter

Export your Trading 212 portfolio to a beautifully formatted markdown file with profit/loss calculations and visual indicators.

Features

• 📊 Fetches real-time portfolio data from Trading 212 API
• 💰 Calculates profit/loss for each position in £ and %
• 🟢🔴 Visual indicators for gains and losses
• 📋 Generates a clean markdown table with all positions
• 📈 Includes portfolio summary with total results
• 🔒 Secure API key handling via environment variables
• ⏱️ Built-in rate limiting to respect API limits

Setup

1. Install Dependencies

pip install -r requirements.txt

2. Configure API Key

1. Get your API key from Trading 212 Settings
2. Copy .env.example to .env:

   cp .env.example .env

3. Edit .env and add your API key:

   API_KEY=your_actual_api_key_here
   

3. Run the Script

python export_portfolio.py

The script will generate a portfolio.md file in the same directory.

Output Example

The generated markdown file includes:

• Portfolio Positions Table: All your holdings with current values and P&L
• Summary Section: Total portfolio value, cash balance, and overall profit/loss

API Documentation

This script uses the Trading 212 Public API. For more details, see the official API documentation.

Error Handling

The script includes comprehensive error handling for:

• Missing API key
• Network errors
• API rate limits (automatic retry with backoff)
• Invalid API responses

Requirements

• Python 3.6+
• Trading 212 account with API access enabled
• Valid API key