June 2026 · 5 min read
How to Import a Portfolio From a Screenshot in Seconds
WalletLens can read a screenshot of any exchange, broker or wallet app and turn it into a tracked portfolio automatically. This guide explains how it works and which apps are supported.
Setting up a portfolio tracker from scratch is the biggest friction point in personal finance. If you hold assets on three exchanges and two wallets, entering every holding manually takes 30–60 minutes. Most people give up partway through and end up with a portfolio tracker that only shows half their net worth.
WalletLens screenshot import eliminates that friction: take a screenshot of your holdings page, upload it, and the AI builds your portfolio from the image — in under two minutes.
How screenshot import works
WalletLens uses AI vision to read the layout of your screenshot and extract each asset, quantity, and price. Because it reads the visual content of the image rather than connecting to an API, it works with any exchange, broker, or wallet — not just the ones WalletLens has a formal integration with.
The steps:
1. Open WalletLens at walletlens.live (no account needed).
2. Take a screenshot of your holdings on any exchange or wallet app.
3. Tap Smart Import (the camera icon) in the dashboard.
4. Upload or paste the screenshot.
5. Review the extracted holdings — the AI shows you what it found. Edit any field if needed.
6. Confirm and all holdings are added to your live dashboard instantly.
Which exchanges and apps are supported?
Because WalletLens reads the image directly, it supports any source you can screenshot:
Crypto exchanges: Binance, Coinbase, Kraken, OKX, Bybit, KuCoin, Gate.io, Bitfinex, Gemini, Crypto.com, and others.
Wallets: MetaMask, Trust Wallet, Phantom, Ledger Live, Exodus, Atomic Wallet, Rainbow.
Stock brokers: Robinhood, Fidelity, Charles Schwab, TD Ameritrade, Interactive Brokers, eToro, Trading 212.
Other: Brokerage account statements, trade confirmation emails, handwritten lists, screenshots of spreadsheets. If you can see it, the AI can usually read it.
The review step: always check before saving
After the AI extracts your holdings, it shows you each one in an editable panel before saving. You can correct the asset name, quantity, price, or date for any row. This means even unusual layouts or partially-legible screenshots can work — you just fix the parts the AI got wrong.
What happens to my screenshot?
Your screenshot is sent to the WalletLens AI service for processing. It is not stored — the image is processed once to extract the holdings data and then discarded. The extracted holdings are saved only to your browser's local storage. They never reach any WalletLens server and are not associated with any account.
Screenshot import vs other import methods
Screenshot import: fastest for bulk-importing an entire exchange balance at once. Best for initial setup or migrating from another app.
Voice import: fastest for logging individual trades as you make them. Best for hands-free updates on mobile.
On-chain wallet import: paste a wallet address and WalletLens auto-fetches your live balances. Best for self-custody wallets.
CSV import: upload a spreadsheet of your holdings. Best for migrating historical data from a previous tracker.
All methods are free, and you can combine them.
A practical migration workflow
If you are switching from another tracker to WalletLens, here is a fast approach:
1. Take a screenshot of your current holdings in the old app (or from each exchange).
2. Use screenshot import in WalletLens to bring in your current positions.
3. For historical cost basis, export a CSV from the old app and import that too.
4. Going forward, log new trades via voice import as you make them.
The entire migration typically takes under 10 minutes.
Try screenshot import free at walletlens.live — no account, no API key, your data stays on your device.