Export Your Portfolio to Excel or CSV — Free

WalletLens lets you export your entire portfolio as a CSV file — ready to open in Microsoft Excel, Google Sheets, or any spreadsheet app. Free, instant, no account required. Your holdings, cost basis, live prices, and P&L in one downloadable file.

Open WalletLens and export your portfolio →

Why export your portfolio to Excel?

WalletLens does the live tracking. Sometimes you need the data in a spreadsheet — to build a custom analysis, prepare for tax season, share with a financial advisor, or create a report in a format your accountant expects. The CSV export bridges that gap without you having to manually copy numbers out of a screen.

Common uses for the portfolio CSV export:

• Tax preparation: Import into a tax tool or share with your accountant as the starting point for a capital-gains calculation.
• Custom analysis: Build a pivot table, a charting dashboard, or a rebalancing model in Excel using your real position data.
• Record-keeping: Keep dated snapshots of your portfolio in a folder. Run an export at month-end each month and you have a full year of performance history without any manual work.
• Sharing: Send a clean spreadsheet to a partner, a tax professional, or an estate planner who needs to see your assets without accessing the app.
• Migration: Moving to a different tracker? Export your data first so you do not lose your cost basis history.

How to export your portfolio to Excel

1. Open WalletLens at walletlens.live — no account needed.
2. Go to the Settings tab (gear icon) in the dashboard.
3. Tap "Export CSV" under the Data section.
4. Your browser downloads a .csv file containing all your holdings: asset, quantity, average cost, current price, P&L, and allocation percentage.
5. Open the file in Microsoft Excel, Google Sheets, LibreOffice Calc, or any spreadsheet app to analyse or reformat your data.

Download your portfolio CSV now →

What the CSV export contains

The holdings export includes one row per asset with these columns:

• Asset — full name (e.g. Bitcoin) and ticker (BTC)
• Quantity — how much you hold
• Average 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 and as a percentage
• Allocation — this asset as a percentage of your total portfolio

A separate transaction history export lists every individual buy, sell or transfer with its date, quantity, price, and total cost — useful for reconstructing a full trading ledger.

Import from Excel or CSV

WalletLens also accepts CSV imports. If you already track your portfolio in a spreadsheet, you can import it directly rather than entering each holding manually. The expected format matches the export format, so you can edit an exported file and re-import it — useful for bulk-correcting cost basis records or cleaning up historical data.

You can also combine import methods: use screenshot import or voice import for new trades, and fall back to CSV import for a bulk historical migration.

Privacy: your data never touches our servers

The CSV export is generated entirely in your browser from your local data. No data is transmitted to WalletLens servers during the export. The file downloads directly to your device. Your portfolio data stays under your full control at every step.

Frequently asked questions

Can I export my portfolio to Excel for free?

Yes. WalletLens exports your complete portfolio as a CSV file — compatible with Microsoft Excel, Google Sheets, and any other spreadsheet app — entirely free, with no account or subscription required.

What data is included in the CSV export?

The export includes each asset's name, ticker, quantity, average cost basis, current live price, unrealised P&L in dollars and percentage, and your allocation percentage. Transaction history is also available as a separate export.

Can I import the CSV back into WalletLens?

Yes. WalletLens can read back a CSV or Excel file you have exported or edited, so you can make bulk changes in a spreadsheet and re-import them. This is useful for correcting historical cost basis across many holdings at once.

Can I use the export for tax purposes?

The CSV export gives you a complete record of your holdings and average cost basis, which is useful as input for a tax calculation. For a full capital-gains tax report including buy/sell dates and proceeds, see the transaction history export. WalletLens does not give tax advice; consult a qualified tax professional for your specific situation.

Does the export work in Google Sheets?

Yes. Download the CSV and upload it to Google Drive, then open it with Google Sheets. All columns import cleanly. You can also connect it to a Google Sheets IMPORTDATA formula if you want to keep the data refreshing automatically.

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