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Revolut CSV Import Guide

Learn how to import your Revolut trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

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About Revolut

Digital banking and trading app

Required CSV Columns

Your Revolut CSV export must include these columns:

  • Date
  • Instrument
  • Type
  • Quantity
  • Price
  • Total

Sample CSV Format

Date,Instrument,Type,Quantity,Price,Total
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Revolut account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Revolut.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Revolut format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Export trading history from Revolut app
  • Include transaction fees in calculations
  • Verify instrument symbols match standard format

Ready to Import Your Revolut Data?

Sign in to Pocket Portfolio and import your Revolut trading data in minutes.

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