Revolut stock statement as CSV step by step
Which file to pick, how to get it out of Revolut, and what you can do with it next.
How to export from Revolut
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In the Revolut app, open the Invest tab and tap ••• More.
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Select Documents from the menu that slides up.
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Tap Brokerage account.
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Under Statements, tap Account statement.
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Switch the format to CSV, pick your period and tap Get statement.
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Open the statement, tap the share icon to save the CSV and upload it to your portfolio in Stonksfolio.
What to know about the Revolut export
Look under Brokerage account
Revolut keeps a statement for every account. Your trades are in Invest → Documents → Brokerage account.
Choose CSV
The account statement comes as PDF or CSV. Only the CSV can be read by other apps.
Trades and dividends together
One statement holds your buys, sells and dividends. In Stonksfolio you upload it twice: once under Transactions and once under Payments.
What to do with the file
The file lists what you bought and sold. Upload it to Stonksfolio to see how that money did: your time-weighted return, your net return in money, dividends and allocation, next to every other broker you use.
Questions
Where is my Revolut stock statement?
In the Invest tab, under ••• More → Documents → Brokerage account → Account statement.
Can I export my Revolut trades to Excel?
Choose CSV when you generate the account statement. Excel, Numbers and Google Sheets all open it.
Does the statement include dividends?
Yes. Dividends are in the same file as your trades.
What if Revolut reversed a payment?
The reversal is in the statement too. Stonksfolio pairs it with the original so it doesn't count twice.
Upload your Revolut file and see your return
It's free to start and you don't need a credit card.