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 WalletLens builds your portfolio from the image — in under two minutes, without the image ever leaving your phone.

How screenshot import works

WalletLens reads the text of your screenshot on your own device, then uses the layout (which name sits beside which amount and which price) to 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 — WalletLens 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 and screenshots of spreadsheets. Clear, typed text reads best; handwriting does not.

The review step: always check before saving

After WalletLens 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 it got wrong.

What happens to my screenshot?

Nothing. Your screenshot is read on your own device, by a text reader that runs inside the app, and it is never uploaded anywhere. The first time you use it, the reader itself (about 7 MB) is downloaded once; after that it works offline. 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.

Start tracking your portfolio for free with WalletLens →

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