How to Import Revolut Trades into AllInvestView
Follow these simple steps to export your Revolut trading history and import it into AllInvestView for comprehensive portfolio tracking, tax reporting, and analytics.
Step 1: Export Your Revolut Trading History
- Open the Revolut app and go to the Invest (Stocks) tab.
- Tap More, then Documents.
- Choose Stocks, then Account statement.
- Pick the Excel format and select your investment period, then tap Get statement.
- Open the saved file and upload it to AllInvestView (Excel and CSV both work).
Which export to pick: Use the Stocks Account statement (not the profit/loss statement) and choose the Excel/CSV version rather than the PDF — the PDF is the official document but cannot be parsed into trades.
What Your Revolut File Looks Like
| Date | Ticker | Type | Quantity | Price per share | Total Amount | Currency | FX Rate |
|---|---|---|---|---|---|---|---|
| 2026-03-14T09:31:00.000Z | FAKEO | BUY - MARKET | 3 | 210.00 | 630.00 | USD | 1.00 |
| 2026-04-02T14:05:00.000Z | FAKEO | SELL - MARKET | 1 | 225.00 | 225.00 | USD | 1.00 |
| 2026-04-10T00:00:00.000Z | FAKEO | DIVIDEND | — | — | 1.85 | USD | — |
Illustrative rows with invented tickers and amounts.
What each column means
- Type"BUY - MARKET" / "SELL - MARKET" for trades, "DIVIDEND" for income, plus cash types like "TOP-UP". The importer maps each to the right transaction.
- DateAn ISO timestamp in UTC (…T09:31:00.000Z). The importer reads the date portion.
- FX RatePresent when the trade currency differs from your account currency; used to reconcile the cash side.
Step 2: Import into AllInvestView
- Go to AllInvestView Import Tool (or click Import from your dashboard)
- Drag and drop your Revolut CSV file, or click to browse
- AllInvestView automatically detects the Revolut format and maps all columns
- Review the imported trades and confirm — your Revolut portfolio is now tracked!
What Happens After You Upload
You never import blind. After AllInvestView detects the Revolut format, it shows a review screen where every row is grouped, editable and confirmed by you before anything is saved:
- GroupedRows are sorted into buys/sells, dividends, cash movements and options so you can see exactly what will be booked.
- EditableFix a currency, quantity or date inline before confirming — nothing is written until you approve the batch.
- De-duplicatedRe-upload an overlapping export and AllInvestView skips rows it has already imported, so you can safely import year-by-year files without creating duplicate trades.
Revolut Gotchas & How We Handle Them
Limited export history
Needs your actionRevolut only lets you go back so far. Export the widest period offered and add any older trades manually if they pre-date the statement.
Stocks and crypto can share a file
Auto-handledIf your statement mixes stock and crypto rows, the importer separates them by asset type automatically.
Excel, not PDF
Needs your actionOnly the Excel/CSV statement can be imported. If you only have the PDF, re-download choosing the Excel format.
Ready to Import Your Revolut Portfolio?
Start tracking your Revolut investments with professional analytics, tax reports, and dividend tracking — all free.
Import Revolut Trades Free