Import your Revolut portfolio

Take a screenshot in Revolut, drop it here, check each line, confirm. About a minute, and no Revolut password.

Import from Revolut
in revolutscreenshot

  1. Open your investments in Revolut

    In the Revolut app, go to Invest.

  2. Take a screenshot of them

    On a Mac, press ⌘⇧4 and drag a box around your investments. On Windows, press WinShiftS. On a phone, a normal screenshot works.

  3. Drop it into Portfolio Terminal

    Every line shows up before anything is saved. Fix a ticker, a quantity, a price or a date, then confirm.
the import walks you through it, for any bank or appwatch it
want your past too?history file

Revolut exports your whole history: every purchase with its date, your sales and your dividends. Your curve and your yearly return then start where you did.

Invest›⋯›Documents›Brokerage account›Account statement

Choose Excel or CSV. The statement carries every purchase, sale and dividend with its date.

good to know
  • Crypto tickers are normalized to market pairs when needed.
  • Non-USD positions are mapped while preserving cost basis values.
  • Duplicate rows from partial exports are identified during review.
questions2 answered

Does Revolut crypto import work in the same flow as stocks?

Yes. The same parse and review flow applies to both asset types before data is written to your portfolio.

Can I check parsed rows before import is applied?

Yes. Verification is mandatory so you can edit symbols, quantity, price, and date before confirming.

another app?

all import guides
Trading 212screenshot · history fileDEGIROcopy the table · history fileInteractive Brokerscopy the table · history file

after the importPortfolio trackerValue at riskDrawdown monitoringDividend tracker

Import from Revolut