Integration guide

Import your Bybit data into OpenFolio

Import Bybit crypto activity or connect by API where supported for live portfolio updates.

Crypto tradesBalancesFees

Export

How to export your data from Bybit

  1. Log in to your Bybit account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a CSV file.

Steps are a guide; exact menu labels may change. Check Bybit's current help docs if a label has moved.

Import

How to import it into OpenFolio

  1. Sign in to OpenFolio.
  2. Go to Portfolio, then Crypto.
  3. Choose Import.
  4. Select Bybit.
  5. Upload the file.
  6. Confirm the import.

Once imported, OpenFolio turns your Bybit data into crypto CGT tax records and crypto portfolio tracking.

OpenFolio

Turn imported records into a complete portfolio view.

Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.

View demo