Export only the Invest account, not CFD. CFDs are not securities: they belong on form D-IFI, not Doh-KDVP. Trading 212 does not mark the instrument type in the export, so CFD rows cannot be told apart on upload and would land on the wrong form. Export and upload Invest only.

Why you need your full history

Slovenia requires the FIFO method: every sale is matched against your oldest purchase of the same security. If you only export the tax year, sales of shares bought earlier have no purchase to match, the cost basis becomes zero and the tax comes out far too high. Trading 212 limits one export to 12 months, so export each year separately, from the year you opened the account up to the end of the tax year.

Step 1: Export from Trading 212

1. Log in at trading212.com (web) or open the app and go to your profile

2. Open History

3. Click Export

4. Tick all data types: orders, dividends, transactions and interest

5. Set a period of up to 12 months and export to CSV (in the app the file is emailed to you)

6. Repeat for every year since you opened the account

Step 2: Upload the files

The app itself is in Slovene; the button names are given below with a translation.

1. Open Uvoz podatkov, “Import data”

2. Drop all CSV files at once; the broker and format are recognised automatically

3. Rows already imported are skipped, so overlapping periods are not a problem

Step 3: Download the XML

1. At the top of the app, choose the Davčno leto, “Tax year”

2. Open Dokumenti za eDavki, “Documents for eDavki”

3. For each form, click Prenesi XML, “Download XML”. Before the download the data is checked and anything that looks missing is shown

Which forms Trading 212 gives you

Doh-KDVP: sales of shares and ETFs

Doh-Div: dividends. Trading 212 reports them net of foreign withholding tax; the gross amount is reconstructed for the form

Doh-Obr: interest on uninvested cash. It is credited quietly, so it is the item people most often forget. Trading 212 is not a bank, so this is Doh-Obr, not DOH-DHO, and the €1,000 allowance for bank interest does not apply

Then import each file into eDavki; the portal steps are in How to file in eDavki. The deadline for all forms is 28 February for the previous year.

FAQ

My trades are in GBP or USD. Is that a problem?

No. Every transaction is converted to euros at the ECB reference rate for its own date, as Slovenian rules require.

I have both Invest and CFD accounts.

Upload only Invest. CFD trades go on D-IFI and must be entered separately.

Informational tool for preparing XML files, not tax advice. Check the figures in eDavki before submitting. Slovenska različica