folio212

Check your Trading212 portfolio from the terminal. AI-first design.

What it does

• AI-ready JSON export - Pipe your portfolio data directly to AI assistants (Claude, ChatGPT, etc.) for instant analysis, rebalancing suggestions, or tax optimization
• Quick portfolio overview - See all your holdings, allocations, and performance in one view
• Secure by default - API secrets stored in your OS keyring (macOS Keychain, Windows Credential Manager, Linux Secret Service)
• Works everywhere - Desktop, servers, Docker with environment variable fallback

Quick start

# Install
go install github.com/nezdemkovski/folio212@latest

# Or use Homebrew
brew tap nezdemkovski/homebrew-tap
brew install folio212

# Setup (interactive)
folio212 init

# Check your portfolio
folio212 portfolio

# Export as JSON
folio212 portfolio --json

Install

Homebrew

brew tap nezdemkovski/homebrew-tap
brew install folio212

Upgrade: brew upgrade folio212

From source

go install github.com/nezdemkovski/folio212@latest

Setup

You need a Trading212 API key to use this tool.

1. Generate API keys

1. Open Trading212 → Settings → API (Beta)
2. Accept the risk warning
3. Tap Generate API key
4. Enable permissions: Account data + Portfolio
5. Save both the API Key and API Secret (secret is shown only once!)

Official guide

2. Configure folio212

Run the interactive setup:

folio212 init

This will:

• Ask for your API key and secret
• Validate the credentials
• Store config in ~/.folio212/config.yaml
• Store secret securely in your OS keyring

Usage

Check portfolio

folio212 portfolio

Output includes:

• Holdings value and pie cash
• Performance metrics (return, PnL, FX impact)
• Account total breakdown
• Allocation percentages
• Individual position details

JSON export

folio212 portfolio --json
folio212 portfolio --json --include-raw  # Include raw API data

AI Analysis

Send your portfolio data to AI for instant insights:

# Copy to clipboard and paste into Claude, ChatGPT, etc.
folio212 portfolio --json | pbcopy  # macOS
folio212 portfolio --json | xclip -selection clipboard  # Linux

# Or pipe directly to AI CLI tools
folio212 portfolio --json | llm "Analyze my portfolio and suggest rebalancing"
folio212 portfolio --json | claude "What are the tax implications of my holdings?"
folio212 portfolio --json | chatgpt "Compare my allocation to a 60/40 portfolio"

The JSON includes complete holdings data, performance metrics, and cost basis - everything an AI needs to provide meaningful analysis.

Period filtering

folio212 portfolio --from 2024-01-01 --to 2024-12-31

Security

How secrets are stored

Your API secret is stored using a 3-tier approach:

1. OS keyring (default on desktop)

   • macOS: Keychain
   • Windows: Credential Manager
   • Linux: Secret Service

2. Environment variables (for servers/Docker)

   export FOLIO212_T212_API_SECRET="your-secret"

3. Config file (fallback only)

   • Stored in ~/.folio212/secrets.yml with 0600 permissions
   • Shows warning when used

Server/Docker usage

For headless environments without a keyring:

# Recommended: Use environment variable
export FOLIO212_T212_API_SECRET="your-secret"
folio212 portfolio

# Or use the --env flag pattern
FOLIO212_T212_API_SECRET="your-secret" folio212 portfolio

API Permissions Required

• Account data: Required for folio212 init to validate credentials
• Portfolio: Required for folio212 portfolio to fetch positions
• Metadata (optional): For richer instrument information

For Developers

See CLAUDE.md for:

• Architecture overview
• Code organization
• Adding new commands
• Layer rules and dependency directions

License

MIT