Revolut Portfolio Tracker
Get Full Portfolio Analytics for Your Revolut Investments
Revolut combines banking and investing in one app, offering commission-free stock trading alongside currency exchange and crypto. Popular for its convenience.
What Revolut Does Well
All-in-one financial app: banking, investing, crypto, and international transfers
Commission-free stock trading (within monthly limits) for standard accounts
Excellent multi-currency support with competitive FX rates
Clean, intuitive mobile-first interface with instant account opening
When Does an External Tracker Add Value?
Very limited portfolio analytics and performance tracking within the app
AllInvestView provides comprehensive performance charts, dividend tracking, and capital gains reporting that Revolut lacks.
No tax reporting features for capital gains or dividends
Import your Revolut trades to AllInvestView for automated capital gains tax calculations and dividend income reports.
Difficult to track investments alongside holdings at other brokers
AllInvestView lets you combine your Revolut investments with any other broker for a complete portfolio overview.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
Revolut vs AllInvestView — Feature Comparison
See what Revolut's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Revolut Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic P&L in banking app | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Not available | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Dividend Tracking | Not available | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Multi-Broker View | Not available — Revolut investments only | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Bond Analytics | Not available — no bond trading | YTM, duration, convexity, accrued interest calculator |
| AI Analysis | Not available | AI-powered portfolio assistant for analysis |
See Your Entire Portfolio at a Glance
Get the complete picture of your Revolut investments with intuitive visualizations that show exactly where your money is allocated.
- Asset allocation by type, sector, and geography
- Real-time valuations in your preferred currency
- Performance attribution by holding
- Concentration risk indicators
Analytics That Actually Matter
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
- Money-weighted returns (IRR/XIRR)
- Efficient Frontier optimization
- Correlation matrix across holdings
- Sharpe ratio and volatility metrics
Master Your Dividend Income
Track every dividend from your Revolut holdings. Know exactly when payments arrive and how your income is growing.
- Automatic dividend detection and tracking
- Calendar view of upcoming payments
- Yield on cost calculations
- Annual income projections
Tax Reports in One Click
Generate capital gains reports for your Revolut portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your Revolut positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
ISA & SIPP Tracking for UK Investors
Track your Revolut ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.
About Revolut
How to Import Your Revolut Portfolio
Getting your Revolut data into AllInvestView takes less than 2 minutes. Here's how:
Export from Revolut
In Revolut, go to Stocks > More > Statements, and download your trading statement as CSV.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Revolut's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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Track All Your Brokers Together
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DEGIRO
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Revolut
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Revolut Portfolio Tracking FAQ
Compare Portfolio Trackers
Read our detailed comparisons to find the best tracker for your needs:
Go Deeper with Your Revolut Data
Once your Revolut portfolio is in AllInvestView, these tools turn it into tax-ready reports and professional analytics:
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