How to export your portfolio from Revolut

If the file is full of card payments, you exported the current account. The investing statement lives somewhere else entirely.

· 5 min read

The Revolut mistake is exporting the wrong account. Your investing account is separate from the current account you spend from, and the statement most people reach for first is the bank one — which contains no trades at all.

Where the investing export is

In the Invest section of the Revolut app, not with your bank statements. Revolut offers the investment account statement as both CSV and PDF; take the CSV. Set the period to cover the whole life of the account rather than the default recent window.

If the file you downloaded is full of card payments and transfers, you have the current-account statement. The investing export names tickers and share counts, and has a price-per-share column.

The words Revolut uses

Revolut writes both a plain and an order-type form, and a file can contain both:

  • Buy and Sell, or Buy - Market and Sell - Market depending on the row.
  • Dividend — the payment received.
  • Cash Top-Up and Cash Withdrawal — your own money moving, not returns.
  • Custody fee — the account charge.
  • Stock split — share count changes, money does not.

Stock splits are the one to watch

A split row changes how many shares you hold without any cash changing hands. Counted as a purchase it invents a position you never bought and wrecks the average cost; ignored entirely, your share count stops matching the app. It is a genuine adjustment and has to be handled as one.

Fractional shares

Revolut deals heavily in fractional shares, so quantities arrive with many decimal places. Rounded to whole shares anywhere in the chain, a holding of 0.4 shares becomes nothing at all, and small positions vanish without any error being raised.

What to check once it is in

  • Your smallest fractional holding — it should still exist.
  • Any stock that has split while you held it, against the share count in the app.
  • Total dividends for a past year, and that top-ups are not counted as gains — see what your real return is when you keep adding money.

HaboFi reads the Revolut investing export as it downloads, including both the plain and market forms of buy and sell, and keeps fractional quantities at full precision. CSV or Excel, no broker login and no API key — a file you downloaded yourself, and nothing that keeps reading your account afterwards.

Try HaboFi free

Common questions

Where is the Revolut investing export?

In the Invest section of the Revolut app, not with your bank statements. The investing account exports separately from the current account, which is the most common mistake here. Revolut offers the investment statement as both CSV and PDF, and the CSV is the one to take. Set the period to cover the whole life of the account rather than the default recent window.

How do I know I exported the right Revolut account?

The investing export names tickers and share counts and has a price per share column. If the file you downloaded is full of card payments and transfers with no tickers in it, you have the current account statement instead and need to go back to the Invest section for the other one.

How does Revolut record a stock split?

As its own row type, which changes how many shares you hold without any money changing hands. Counted as a purchase it invents a position you never bought and distorts your average cost; ignored completely, your share count stops matching the app. It is a genuine adjustment to an existing holding and has to be treated as one.

Why did my small Revolut holdings vanish after import?

Almost certainly rounding. Revolut deals heavily in fractional shares, so quantities arrive with many decimal places, and anything in the chain that rounds to whole shares turns a holding of 0.4 shares into nothing at all. Small positions disappear without any error being raised, which is what makes it easy to miss.

This article is general information about how these calculations work. It is not financial, investment or tax advice, and nothing in it is a recommendation to buy or sell any security. See our terms.

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