Revolut import guide

Import Revolut Portfolio

Revolut users can import stock and crypto positions from export files or copied statements, then validate everything before final sync.

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Setup in under 2 minutes

Parse

Upload your Revolut file or paste statement text and let AI detect positions automatically.

Verify

Review symbols, quantities, prices, and dates before anything is written to your portfolio.

Apply

Choose snapshot replace or additive merge and confirm import with full control.

Supported inputs

  • Revolut statement text pasted directly
  • CSV exports for stocks and crypto activity
  • Excel (.xlsx/.xls) converted from account reports
  • JSON transaction extract
  • Mobile screenshot of holdings

Import notes

  • 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.

Quick tutorial for Revolut

  1. Step 1

    Download Revolut investment report

    In Revolut Wealth or Investments, export your account statement in CSV when available.

  2. Step 2

    Import in onboarding

    Upload the report file or paste the holdings table. Smart Import parses each row automatically.

  3. Step 3

    Review mixed assets

    Confirm stock and crypto symbols, then choose the import mode that matches your current portfolio state.

FAQ

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.