Revolut portfolio tracker

Your Revolut stocks and crypto next to everything else you own, with one return and one tax report.

Upload your Revolut transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

GB Est. 2015 FCA Bank of Lithuania

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Revolut does well

What people like about Revolut, and why they stay.

All-in-one financial app: banking, investing, crypto, and international transfers.

Commission-free stock trading (within monthly limits) for standard accounts.

Multi-currency support with listed FX rates.

Mobile-first interface with instant account opening.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The Revolut account puts investing beside banking, but not your full return across stocks, crypto and currencies.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Revolut statements cover Stocks, ETFs, Crypto and Commodities in GBP and DKK for Individual. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

Revolut keeps Individual with Stocks and Commodities among 4 asset types in GBP and DKK. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your Revolut data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

Review every row before you import it

A Revolut history often mixes small share purchases with crypto trades made from the same app.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

See how each sale changes your tax

Frequent fractional purchases in Revolut can create a long trail of tax lots.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Choose the tax rules for your country

Revolut users may invest while moving between countries and tax jurisdictions.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What Revolut gives you, and what is added here

Area	Revolut	With AllInvestView
Performance Analytics	The broker tools include basic P&L in banking app.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.
AI Analysis	The account tools focus on brokerage activity.	The assistant can read and explain the portfolio.

Where you file

For investors filing in the United Kingdom

ISA, SIPP and a general account are separate portfolios, and the tax report follows the UK rules.

Sterling as your base currency, with everything foreign converted at the rate of the day

Bed and breakfast handled on the 30 day rule

The annual exemption applied before the rate

Dividend income separated from gains, with the withholding already taken off

Getting started

Getting your Revolut history in

Export from Revolut

Open Stocks > More > Statements in Revolut. Download the trading statement as CSV and upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Import from RevolutWhere the export lives and what to upload

Create a free accountNo card. One portfolio and 10 stock holdings.

About Revolut

GB • Est. 2015 • Regulated by FCA, Bank of Lithuania

Asset types StocksETFsCryptoCommodities

Account types Individual

Currencies GBPEURUSDCHFPLNRONSEKNOKDKK

Fees Commission free Commission-free stock trading (1-3 trades/month on Standard plan); unlimited with Metal/Premium plans. Crypto has 1.49-2.49% spread.

Suits Mobile-first investors using Revolut • Multi-currency users of Revolut • Beginners combining banking and investing using Revolut

More than one account

Revolut and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Revolut and AllInvestView, answered

How do I import my Revolut stock trades into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Can AllInvestView track both my Revolut stocks and crypto?

Imported assets remain separate holdings in one portfolio. The dashboard reports allocation and return for each position.

How do I track my Revolut investment performance?

Choose any start and end date to calculate the return. The dashboard also shows the benchmark and each holding's contribution.

Does AllInvestView track dividends from my Revolut stocks?

Imported dividends appear in the income history and calendar. The report also shows withholding, net income and yield on cost.

Is the Revolut connection read only, and is it an aggregator?

There is no automatic connection for Revolut yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Revolut does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Revolut and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Revolut portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account