obrienciaran / Trading212_Acc_Summary

Using python to process transactional data downloaded from the Trading212 App

Trading212_Acc_Summary

Using python to process transactional data downloaded from the Trading212 App

Example input

sample_transaction_data_github.csv

• This is a straight download from Trading212 platform without any adjustments.

Code

process_transaction_github.py

• Please edit file name and trigger the whole code.

Example output

Trading212_Summary_Report_GitHubx.xlsx

• Output is a summary table by Ticker and by Action.

Improvements

• A lot more can be done to this piece of code.
• For example, create a dashboard with Plotly showing daily movemnet by tickers / showing portfolio information.
• Feel free to download and create your own! Appreciate these data are quite private to people.
• The code should be quite easy to read, nothing fancy, reading data line by line and do some primary students' maths!