📝 Description
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.
⚠️ Warnings
Files must not be opened, renamed, or modified before import.
Opening or saving the CSV file may alter its structure and block automatic reading.
💡 Recommendations
Save the file directly on your computer after downloading.
Import it as is into Waltio to avoid any format errors.
📂 How to access your data
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.
📤 How to export your data
Click on Crypto Annual statement(s) to download them.
A CSV file will be generated. Save it and transfer it to your computer.
➕ How to add your data to Waltio
Go to the Import a file page on Waltio.
Upload this file.