eToro is a social trading and investment platform that allows you to buy, sell, and hold cryptocurrencies alongside traditional assets.
You can import your transaction history into Recap using a CSV file with our dedicated eToro integration. This method gives you full control over your data and ensures that all relevant transactions are included for accurate portfolio tracking and tax calculations.
This guide will walk you through how to export your transaction history from eToro and import it into Recap.
Step 1: Export your eToro transaction history
Log in to your eToro account at https://www.etoro.com
Navigate to your Portfolio, then click History in the left-hand menu.
Set the date range to cover your full trading history, then click the download icon to export your account statement as an Excel file.
Open the downloaded Excel file and save/export it as a CSV file.
Make sure the exported file covers your entire transaction history so no transactions are missed.
Step 2: Add your eToro account to Recap
Open Recap and navigate to the Accounts screen.
At the top right of the screen, click Add account.
Select Upload Exchange Statements followed by Next.
Choose eToro then click Next again.
Name your account (e.g., "eToro CSV") and click Next.
Drag your CSV file into the designated box, or click inside the box to browse and select your eToro CSV file from your computer.
If uploading multiple CSV files (e.g., for different years), repeat this step as needed. Click Done.
Wait for the file to process and review any import messages or warnings.
Recap will automatically process the file to build your complete transaction history.
Note: Due to the Bed and Breakfast tax rule for capital gains, you must ensure that you include transactions made 30 days after the end of the tax year.
Step 4: Review Your Imported Transactions
Navigate to the Activity screen to check your imported transactions.
Use filters to confirm deposits, withdrawals, trades, and other transactions are accurately recorded.
If you notice any missing or incorrect transactions, manually adjust them as needed.
Troubleshooting & Common Issues
Opening CSV files in spreadsheet software can cause import failures: apps like Excel or Numbers may reformat dates and values without any indication. If your import fails, try again with the original downloaded file.
Missing Transactions: Check if the full transaction history is included in the exported file and verify the date range.
Duplicate Transactions: If importing multiple files, make sure there's no overlap in the date ranges.
Keeping Your Data Up to Date
If you continue using eToro for crypto transactions, periodically download and import new CSV files to keep your Recap account current.
Consider maintaining a regular schedule for updating your CSV imports to ensure accurate reporting.
Need Help?
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