June 2026 · 4 min read
How to Export Your Crypto Portfolio to Excel (Free, No Account)
WalletLens lets you download your full portfolio — holdings, cost basis, P&L, allocation — as a CSV file compatible with Excel and Google Sheets. Free, instant, no sign-up.
Sometimes the best tool for analysing your portfolio is a spreadsheet. Whether you want to build a custom chart, run a tax calculation, share your data with an advisor, or just keep a monthly snapshot for your records, exporting to Excel gives you the raw data to work with on your own terms.
WalletLens makes this straightforward: one tap in Settings exports your complete portfolio as a CSV file, ready for Excel, Google Sheets, or any other spreadsheet app. Free, instant, and no account needed.
How to export your portfolio to Excel
1. Open WalletLens at walletlens.live.
2. Go to the Settings tab (gear icon).
3. Under the Data section, tap "Export CSV."
4. Your browser downloads a .csv file immediately.
5. Open the file in Excel, Google Sheets, or any spreadsheet app.
The download is instant — there is no loading, no email confirmation, no server-side processing. The CSV is generated in your browser from your local data.
What the export includes
The holdings export contains one row per asset:
| Column | Description |
|---|---|
| Asset | Full name and ticker (e.g. Bitcoin / BTC) |
| Quantity | How much you hold |
| Avg Cost Basis | Your weighted average buy price |
| Current Price | Live market price at time of export |
| Current Value | Quantity × current price |
| Unrealised P&L | Gain or loss in dollars |
| P&L % | Gain or loss as a percentage |
| Allocation | This asset as % of total portfolio |
A separate transaction history export lists every individual trade with date, asset, quantity, price, and total value.
What you can do with it in Excel
Tax preparation: Use the transaction history export as the source document for a capital-gains calculation. Your accountant or a tax tool like Koinly or CoinTracker can work directly from this file.
Custom charts: Build a line chart of your portfolio allocation over time by running an export at the end of each month and keeping the files in a folder.
Rebalancing analysis: Compare your current allocation percentages against your target allocation. Filter or sort by P&L to identify which positions are most overweight.
Performance tracking: Use VLOOKUP to compare current prices against last month's export to calculate your one-month return by asset.
Sharing: Email the CSV to a financial advisor or estate planner who needs to see your holdings without accessing the app itself.
Does the export work with Google Sheets?
Yes. Upload the CSV to Google Drive and open it with Google Sheets — all columns import cleanly with no formatting needed. You can also reference the data in a IMPORTDATA formula if you want to keep a live-linked copy.
Import from Excel
WalletLens also accepts CSV imports. If you already track your portfolio in a spreadsheet, you can import it directly:
1. Format your spreadsheet with columns: asset, quantity, average cost, date.
2. Save as .csv.
3. Go to Settings → Import → Upload CSV.
This is useful for migrating historical data or for doing bulk corrections to your cost basis records in a spreadsheet before re-importing.
Privacy
The CSV export is generated entirely in your browser from your locally-stored data. No data is transmitted to any WalletLens server during export. The file downloads directly to your device and is never uploaded anywhere unless you choose to share it.
Export your portfolio free at walletlens.live — no account, no subscription, your data stays on your device.