Import your Revolut stock and ETF trades into Navexa using an investment account statement from the Revolut app.
Export Your Revolut Statement
Download the Revolut investment account statement that contains your transaction history.
Open the Revolut mobile app.
Select Invest from the bottom menu.
Select More.
Select Documents.
Select Stocks.
Select Account statement.
For your first import, set the statement period to All time.
Select CSV as the file type.
Generate and download the statement.
Upload the original CSV without changing its headings or removing rows.
Use the Account statement, not the Profit & Loss statement or Cost & Charges Report.
Upload The Statement
Upload the Revolut statement through the provider-specific importer in Navexa.
Open the portfolio you want to update.
Select Portfolio from the left-hand menu.
If the portfolio is empty, select Import My Portfolio. If it already contains holdings, select + Add Holdings.
Search for and select Revolut.
Select CSV File Upload.
Drag the Revolut CSV into the upload box or select Browse Files.
Select Upload File.
Navexa will analyse the statement and identify its supported trade rows.
For general file-upload guidance, see Using the Broker File Upload Tool. If you have a generic spreadsheet rather than a Revolut statement, see Import Holdings From a Spreadsheet.
What Navexa Imports
The Revolut importer supports these stock and ETF transactions:
Buy trades.
Sell trades.
Whole and fractional share quantities.
Navexa extracts the trade date, ticker, exchange, quantity, price, currency and other available trade details.
Revolut crypto activity isn’t imported through this Stocks statement importer.
How Other Rows Are Handled
A Revolut statement can contain investment trades and other account activity in the same file.
Navexa imports supported buy and sell trades. It ignores non-trade rows such as:
Dividend payments.
Custody fees.
Cash top-ups.
Transfers between Revolut entities or accounts.
Other non-trade cash movements.
These rows are skipped and aren’t added as trades, income or Cash Account transactions.
If you need to record a dividend or cash transaction, review and add it separately in Navexa.
Currency And Exchange Rates
Navexa reads currency codes included in Revolut values, such as USD, and converts foreign trades into your portfolio’s base currency where required.
If Revolut’s exchange rate relates to your portfolio’s base currency, Navexa can retain that rate. Otherwise, Navexa applies the appropriate dated market exchange rate.
Revolut may display a rounded price per share. Navexa can derive a more precise unit price from the statement’s total amount and quantity.
Always check the Price and FX Rate during the review step.
Review The Trades
Navexa shows the extracted trades before adding them to your portfolio.
Check each trade’s:
Source.
Symbol.
Exchange.
Date.
Type.
Quantity.
Price.
FX Rate.
Fee and Fee Currency, where applicable.
The source should show Revolut. Select any editable field if you need to correct it.
Use Only show errors to find transactions requiring attention.
Once everything is correct, select Import Trades. When the import finishes, select View transactions to review the trades added to your portfolio.
Avoid Duplicate Trades
For your first import, use an All time statement so your complete Revolut history is included.
For later imports, choose a statement period that begins after your previous import ended. Uploading statements with overlapping periods may create duplicate trades.
If you accidentally import an overlapping period, open Transactions and use the imported-trades filter or Find Duplicates to identify repeated transactions.
For detailed cleanup steps, see How to Use Find Duplicates in Navexa.