Export from Revolut
FolioView reads a single file from Revolut: the trading account statement (CSV). Revolut exports one combined statement that already contains trades, dividends, fees, and cash movements — there's no separate transactions file to chase.
This page walks through the export. The whole thing takes a minute or two, and it's done from the phone app.
Step 1 — Open the Revolut app and go to Stocks
Open the Revolut app and switch to the Stocks account (the investing tab). The account statement export lives here, not under your main banking account.
The CSV export is in the app, not the web dashboard. Make sure you're on the Stocks/Invest screen.
Step 2 — Open the statements menu
Tap the ⋯ (more) menu, then choose Statements → Account statement.
You'll get a short form asking for a format and a date range.
Step 3 — Choose CSV and the full date range
Pick CSV (Excel) as the format, set the date range to cover your entire trading history (earliest date to today), and export.
For the most accurate realized P/L and historical net-worth chart, include your entire history. A partial range will skip the cost basis of anything bought before the start date.
Step 4 — Upload to FolioView
Sign in to FolioView, open Upload from the sidebar, and drop the CSV onto the upload area. FolioView detects the Revolut format, extracts the embedded fees and FX, and redirects you to your portfolio dashboard.
Good to know
- One file does it all. Revolut's account statement bundles trades, dividends, fees, and cash movements — you don't need to export anything else.
- Stock splits and custody fees are parsed automatically.
- Fees and FX are read straight from the statement, so P/L reflects what you actually paid.
What happens after upload
FolioView turns your statement into:
- Holdings — every open position with cost basis, current value, and unrealized P/L.
- Realized P/L — every closed trade matched FIFO against your oldest buys, per-currency.
- Historical net worth — a daily time series reconstructed from your trade ledger plus end-of-day prices.
- Dividends, fees, FX — each broken out so income return, cost ratio, and price return stay separated.
- Broker fee comparison — the same trades re-priced under IBKR and Trading 212 schedules, so you can see what staying on Revolut actually costs.
Re-exporting later
There's no merge logic to fight with — when you re-upload a newer statement, FolioView replaces the previous import with the new data. Just re-run the steps above any time you want to refresh.
Troubleshooting
- "Unrecognized format" — make sure you exported the account statement as CSV, not a PDF or a profit/loss summary.
- Missing dividends or fees — double-check your date range starts before the payout dates you expect to see.
