Portfolio Import Guide
Export your Trading 212 Invest account holdings as CSV, then import them into Zeenox for instant Shariah compliance screening — in under 5 minutes.
Already have your Trading 212 CSV? Skip straight to import.
Import Portfolio NowLog in to Trading 212 (web)
Go to trading212.com and log in. Make sure you are in the "Invest" tab — NOT the CFD tab. The Invest account holds real stocks, which is Shariah-acceptable.
Open History
In the left sidebar, click the clock / history icon. This shows all your past transactions.
Click "Export" → "Transactions"
In the top-right of the History panel, click the Export button. Select "Transactions" from the dropdown, then choose your date range (select from your account open date to today to capture everything).
Download the CSV
Click "Download" — the file is saved immediately to your browser's download folder. The filename is usually something like "Trading212_Transactions_Export.csv".
| Column | Used for |
|---|---|
| Ticker | Stock ticker symbol — e.g. AAPL, SHEL.L |
| Shares | Number of shares currently held |
| Price / Share | Optional — used for purification calculation |
| ISIN | Used as fallback identifier if ticker is missing |
Go to your Zeenox portfolio
Log in and open (or create) a portfolio from the Dashboard.
Click "Import Holdings" → CSV upload
Select "CSV upload" and drag in your Trading 212 export file. Zeenox automatically detects the Ticker and Shares columns.
Review the compliance preview
Every holding is screened against AAOIFI Standard No. 21 before you confirm. Green = halal, Red = non-compliant, Amber = borderline.
Confirm and save
Click "Add Holdings". Your portfolio immediately shows live compliance scores, purification amounts, and Zakat estimates.
Trading 212's Invest account lets you buy real UK and US stocks commission-free inside an ISA. Real stock ownership with no leverage — Shariah-acceptable when combined with halal stock selection.
Affiliate disclosure: Zeenox may earn a commission if you open an account via this link, at no cost to you. This does not influence our halal compliance assessments.