Performance page downloadable as PDF and CSV (bank/brokerage/account statement) | Feature Requests

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.

December 11, 2020

Sarah R - CoinTracker

marked this post as

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

October 18, 2021

Eivind

Merged in a post:

Snapshot report

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

May 3, 2021

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.

March 30, 2021