Performance page downloadable as PDF and CSV (bank/brokerage/account statement)
submitted
Chandan - CoinTracker
Allow users to download a PDF and/or CSV of the performance page that formats nicely into a statement similar to what banks, brokerages or other financial account providers do.
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CT-RXP4Zp3X
Please allow users to view/print monthly statements which include profit/losses. This is necessary to prove income, etc. Many lenders, agencies, etc ask for these types of documents.
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CT-RqvR0Krq
2025 and we still need Account Statement for tax with Last day of the tax year
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CT-zXxpJm8X
As others have said, I would love the ability to export a customized list of assets across all wallets that show balance, unrealized return, allocation, percent staked, etc. Similar to the main screen, but with as many fields as you can give us. Now i have to type in Excel like to generate any metrics. The transaction history isn't going to give me what I'm looking for.
Thanks!!
Sarah R - CoinTracker
submitted
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I need this. I am Jennie The One.
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CT-bqYzwrMQ
I would like to have an annual closing (12/31/2021) with all my cryptocurrencies for the tax return.
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CT-GqMGwR5X
yes, need monthly account statement export feature for mortgage/lenders
Eivind
Merged in a post:
need to generate statement for purposes of using account to qualify for mortgage loan
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CT-bqYneK2Q
post says it all.
I need to generate a report because I am applying for a mortgage and want to use it as part of my loan application
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CT-lONlwPRQ
Seems like downloading a CSV file of any of the information in a person's account should have been designed when you guys first started. This is was poor planning on your part. Let's get this done.
Eivind
Merged in a post:
Snapshot report
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CT-6X7YbLoq
Hi Cointracker.
COuld we have a feature that would produce a snapshot report on all my crypto holdings.
At the moment the Dashboard generates this, but I would like to have a spreadsheet-compatible download of all my holdings that I could print out myself for my own records
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