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Capital Gain report
Capital Gain report

Learn how to request and read your gain/loss report.

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over a week ago

Follow these simple steps to request a report on your gains and losses over a specific period of time:

  1. Go to Report from the main navigation menu.

  2. On the next page, go to Report Capital Gain and click on the Download Report button.

  3. In the new window, select a predefined period or choose Custom Dates and enter the start and end dates using the calendar below.

  4. Insert the email address where you want to receive your report.

  5. Choose the file format to download from the available options (PDF, CSV).

  6. Select the desired Sorting type by choosing between date or capital gain options.

  7. Press the Download Report button.

Below we see how to read the downloaded report.

In the header we will find the following information:

  • Accounting Country: Accounting country

  • Date Range: Selected period for calculation (from/to)

  • Total Capital Gain/Loss: Total gains and losses

  • Cashout Method: Method of calculating gains and losses

In the detail rows we will find the following information:

  • Currency from: Asset sold

  • Amount: Quantity of the sold asset

  • Conversion rate: Conversion rate at the date of the transaction

  • Source: Source of the asset (such as wallets or exchanges)

  • Currency to: Asset purchased

  • Amount: Quantity of the purchased asset

  • Capital Gain/Loss: The amount of the generated gain or loss

  • Date of Transaction: Date of the transaction

  • Transaction Identifier Code: (e.g. ID#123456789A)

  • Cashout Method: (LIFO, FIFO, AVERAGE)


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