Waltio

This guide explains how to download your Shares file from the app and import it into Waltio. 👉 This allows you to centralize your transactions and simplify your tax reporting.

Files must not be opened, renamed, or modified before import.

Opening or saving the CSV file may alter its structure and block automatic reading.

- Files must not be opened, renamed, or modified before import.
- Opening or saving the CSV file may alter its structure and block automatic reading.

Save the file directly on your computer after downloading.

Import it as is into Waltio to avoid any format errors.

- Save the file directly on your computer after downloading.
- Import it as is into Waltio to avoid any format errors.

Open the application and go to your profile by clicking your photo in the top left-hand corner of the Invest screen.

In the Profile section, scroll down and select Statements.

1. Open the application and go to your profile by clicking your photo in the top left-hand corner of the Invest screen. 
 
 
2. In the Profile section, scroll down and select Statements.

Click on Crypto Annual statement(s) to download them.

A CSV file will be generated. Save it and transfer it to your computer.

1. Click on Crypto Annual statement(s) to download them. 
 
 
2. A CSV file will be generated. Save it and transfer it to your computer.

Go to the <a href="https://tax.waltio.com/accounts/add/shares" rel="nofollow noopener noreferrer" target="_blank">Import a file</a> page on Waltio.

1. Go to the <a href="https://tax.waltio.com/accounts/add/shares" rel="nofollow noopener noreferrer" target="_blank">Import a file</a> page on Waltio.
2. Upload this file.

How to import your Shares transactions into Waltio using a file? Follow this tutorial to add your crypto operations easily and safely.

Shares - File

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Shares - File

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⚠️ Warnings

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📂 How to access your data

📤 How to export your data

➕ How to add your data to Waltio