revolut

--- name: revolut description: "Revolut web automation via Playwright: login/logout, list accounts, fetch transactions, and download Invest statements (year-end holdings, realised P&L, costs and charges)." summary: "Revolut banking automation: login, accounts, transactions, portfolio, statements." version: 1.4.0 homepage: "https://github.com/odrobnik/revolut-skill" metadata: openclaw: emoji: "💳" requires: bins: ["python3", "playwright"] python: ["playwright"] --- # Revolut Banking Automation Fetch current account balances, investment portfolio holdings, and transactions for all wallet currencies and depots in JSON format. Uses Playwright to automate Revolut web banking. **Entry point:** `{baseDir}/scripts/revolut.py` ## Setup See [SETUP.md](SETUP.md) for prerequisites and setup instructions. ## Commands ```bash python3 {baseDir}/scripts/revolut.py --user oliver login python3 {baseDir}/scripts/revolut.py --user oliver accounts python3 {baseDir}/scripts/revolut.py --user oliver transactions --from YYYY-MM-DD --until YYYY-MM-DD python3 {baseDir}/scripts/revolut.py --user sylvia portfolio python3 {baseDir}/scripts/revolut.py --user oliver invest-transactions --from YYYY-MM-DD --until YYYY-MM-DD python3 {baseDir}/scripts/revolut.py --user oliver invest-statements --year YYYY [--type all|account|pnl|costs] [--format pdf|csv] [--dir DIR] ``` ## Updating Banker (Full Refresh) To fully synchronize Revolut data into the `banker` archive: ```bash # 1. Login (needs approval via Revolut App) python3 {baseDir}/scripts/revolut.py --user oliver login # 2. Export accounts + portfolios python3 {baseDir}/scripts/revolut.py --user oliver --out /tmp/rev_accounts.json accounts python3 {baseDir}/scripts/revolut.py --user oliver --out /tmp/rev_portfolio.json portfolio # 3. Export transactions (separated by wallet and invest depot) # Find Wallet IDs from the accounts JSON (e.g. EUR wallet, USD wallet) python3 {baseDir}/scripts/revolut.py --user oliver --out /tmp/rev_tx_eur.json transactions --account <EUR-WALLET-ID> --from 2025-01-01 --until 2026-12-31 python3 {baseDir}/scripts/revolut.py --user oliver --out /tmp/rev_tx_usd.json transactions --account <USD-WALLET-ID> --from 2025-01-01 --until 2026-12-31 python3 {baseDir}/scripts/revolut.py --user oliver --out /tmp/rev_invest_tx.json invest-transactions --from 2025-01-01 --until 2026-12-31 # 4. Import into banker # Accounts and Wallet transactions python3 ~/Developer/Skills/banker/scripts/banker.py import --bank oliver@revolut /tmp/rev_accounts.json /tmp/rev_tx_eur.json /tmp/rev_tx_usd.json # Invest portfolio & transactions (must specify --account revolut_gia) python3 ~/Developer/Skills/banker/scripts/banker.py import --bank oliver@revolut --account revolut_gia /tmp/rev_portfolio.json python3 ~/Developer/Skills/banker/scripts/banker.py import --bank oliver@revolut --account revolut_gia --kind transactions /tmp/rev_invest_tx.json # 5. Logout python3 {baseDir}/scripts/revolut.py --user oliver logout ``` ## Invest exports: what the rows mean (since 1.4.0) `invest-transactions` exports every completed item of the brokerage feed, not only trades: | kind | meaning | amount sign | |---|---|---| | `buy` / `sell` | securities trades (quantity, price, total incl. fees) | cash paid / received | | `cash_top_up` | money moved from a Revolut pocket into the brokerage account | + | | `withdrawal` | money moved out of the brokerage account | − | | `dividend` | net dividend credited to the brokerage cash (`gross` and `tax` kept alongside) | + | | other | any new feed type, exported with its raw type as `kind` | by side | Every row carries the feed item `id`, which banker uses for de-duplication. The brokerage cash balance can therefore be reconstructed as `top-ups − withdrawals − buys + sells + dividends`, and `portfolio` now also returns a `cash` list (one entry per currency, with `availableToInvest` and `unsettled`); `accounts` puts the main cash balance into the depot entry's `balances.booked`. Re-importing after the upgrade: older chunks have no ids, so banker would keep both copies of a trade. Export the whole depot history once (`--from` the depot's opening date), import it, and delete the older id-less chunks with `banker.py files` / `banker.py delete`. ## Invest statements (year-end depot, P&L) `invest-statements` downloads the brokerage documents Revolut offers in the Invest web app (Documents), for a calendar year (`--year`) or any range (`--from`/`--until`; a future end date is clamped to today): | `--type` | document | formats | |---|---|---| | `account` | account statement: starting/ending value, **portfolio breakdown at the period end** (symbol, ISIN, quantity, price, value), cash, all transactions | pdf, csv | | `pnl` | realised profit and loss: every sale with acquisition/sale date, cost basis, proceeds, gross P&L and fees, in USD and EUR with the FX rates | pdf, csv | | `costs` | costs and charges report (ex-post cost disclosure) | pdf only | Default is `--type all --format pdf`. Files go to `--dir` (workspace or `/tmp`; default `/tmp/openclaw/revolut/statements`) as `revolut_<user>_<kind>_<from>_<until>.<ext>`; stdout (or `--out`) gets a JSON list of the written files. Revolut generates each document on request, which takes a few seconds per file. ```bash # Year-end documents for the tax return python3 {baseDir}/scripts/revolut.py --user oliver invest-statements --year 2025 --dir ~/clawd/revolut/statements ``` ## Recommended Flow ``` login → accounts → transactions → portfolio → logout ``` Always call `logout` after completing all operations to delete the stored browser session. ## Notes - Per-user state stored in `{workspace}/revolut/` (deleted by `logout`). - Output paths (`--out`) are sandboxed to workspace or `/tmp`. - No `.env` file loading — credentials in config.json only.

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