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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Sarah R - CoinTracker
submitted
Eivind
Merged in a post:
need to generate statement for purposes of using account to qualify for mortgage loan
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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
Eivind
Merged in a post:
Snapshot report
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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
Chandan - CoinTracker
Merged in a post:
Month End statement tool
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Ability to download a month end consolidated statements across all wallets to present total holdings on an as needed basis, similar to bank statements or brokerage account statements.