Trading212 Toolkit

Stop juggling multiple tools and CSV exports. This single skill connects your AI agent directly to your Trading212 account and gives you every investing insight you need — no separate dashboards, no manual data entry.

WHAT'S INCLUDED

📊 PORTFOLIO ANALYSIS Review allocation, diversification, concentration, and portfolio health. Full health check with total value, invested capital, cash position, and unrealized P&L. Flags concentrated positions and suggests rebalancing. ⚠️ RISK MANAGEMENT Calculate position sizes relative to portfolio. Diversification scoring across sectors. Cash reserve ratio monitoring to ensure you're not overexposed. 💰 PROFIT & LOSS Per-position and total unrealized P&L with percentage returns. Top gainers and losers ranked. Break-even price calculations. 📅 DCA PLANNER Plan recurring investments using dollar-cost averaging. "If I add €500, where should it go?" — calculates exact amounts per ticker based on target allocation. 💵 DIVIDEND TOOLS Total dividends received, average monthly income, 6-month trend. Top payers ranked by yield. Forward 3-month forecast. Yield on cost vs yield on market. 📈 COMPOUND GROWTH Project long-term growth with recurring contributions. Run conservative, moderate, and aggressive scenarios. See what €100/mo becomes in 5, 10, 20 years. 🔍 STOCK & ETF COMPARISON Compare tickers side by side: price, P&L, weight, sector. With web search: P/E ratio, dividend yield, YTD performance. 🎓 INVESTMENT EDUCATION Ask about any investing concept (P/E, DCA, diversification, compound interest) and get a clear explanation tied to your actual portfolio data. 🥧 PIE MANAGEMENT Track target-weight drift across all pies. Auto-calculated rebalance suggestions. Multi-pie performance comparison. 🔔 WATCHLIST SCANNER Daily price movers, P&L threshold alerts, cash position indicator, optional news cross-reference. ─── SAMPLE ─── You ask: "Morning brief" Agent responds: 📈 T212 Morning Brief — 4 Jul 2026 Portfolio: €2,378 | +3.9% | 58 positions Cash: €1,209 (50%) 🔴 Movers: MRNA +35%, CSCO +46% ⚠️ MSFT -22% (review thesis) 💡 Cash could add ~€60/yr in AGNC dividends 🥧 Pies: Tech Growth drifting (NVDA 25%→31%) 📅 Next dividend: AGNC ~€0.24 expected this month