Revolut performance: your real return
What your money earned with Revolut once deposits, fees, dividends and exchange rates are counted.
Why the Revolut number doesn't add up
Value and return are different numbers
What your holdings are worth today says little about how your money did once every deposit and withdrawal is counted.
Dividends count
Dividends paid into your account are part of what you earned, even though they leave the position.
Time-weighted return and net return
How well did my investments do? The time-weighted return answers that. It ignores when and how much you deposited, so you can compare it with an index or a fund.
How much money did I make? The net return answers that, in money, after every deposit, withdrawal, dividend and fee.
Did you beat the index?
Once your Revolut trades are in, put your return next to the S&P 500, MSCI World or gold over the same period, and see whether picking your own investments paid off.
Import from Revolut in a few minutes
- In the Revolut app, open the Invest tab and tap ••• More.
- Select Documents from the menu that slides up.
- Tap Brokerage account.
- Under Statements, tap Account statement.
- Switch the format to CSV, pick your period and tap Get statement.
- Open the statement, tap the share icon to save the CSV and upload it to your portfolio in Stonksfolio.
Each step is explained in more detail in Revolut stock statement as CSV.
Questions
How do I see my real return on Revolut?
Import your Revolut history into Stonksfolio. It works out the time-weighted return, the net return in money and the effect of exchange rates from your trades and payments.
What is a time-weighted return?
A return that removes the effect of deposits and withdrawals. It shows how your investments did, regardless of when you added money, so you can compare it with an index or a fund.
Why is my return in Revolut different from Stonksfolio's?
A broker usually compares what your holdings are worth with what you paid for them. That mixes in the timing of your deposits and leaves out positions you have sold and dividends paid out as cash.
Can I compare Revolut with my other brokers?
Yes. Each broker can be its own portfolio, and the aggregated view on the Pro plan adds them up into one total and one return.
See what your Revolut portfolio really earned
It's free to start and you don't need a credit card.