# Reporting Guide

Export your trading data and generate reports.

## Export Formats

### CSV Export

Export data to CSV for spreadsheet analysis:

- **Trades**: All executed trades
- **Orders**: Order history
- **Positions**: Current and historical positions
- **Portfolio**: Portfolio snapshots
- **Backtest Results**: Backtesting data

### PDF Reports

Generate comprehensive PDF reports:

- **Trading Report**: Summary of trading activity
- **Performance Report**: Portfolio performance analysis
- **Tax Report**: Tax reporting information

## Exporting Trades

1. Navigate to Reporting view
2. Select "Export Trades"
3. Choose date range:
   - **Start Date**: Beginning of period
   - **End Date**: End of period
4. Select filters:
   - **Symbol**: Specific trading pair
   - **Paper Trading**: Include/exclude paper trades
   - **Exchange**: Specific exchange
5. Choose format: CSV or PDF
6. Click "Export"
7. Save file

## Exporting Portfolio

1. Select "Export Portfolio"
2. Choose data:
   - **Current Positions**: Open positions
   - **Position History**: Historical positions
   - **Performance Metrics**: Analytics data
3. Select format
4. Click "Export"
5. Save file

## Tax Reporting

Generate tax reports for accounting:

1. Navigate to Reporting > Tax Report
2. Select tax year
3. Choose method:
   - **FIFO**: First In, First Out
   - **LIFO**: Last In, First Out
   - **Specific Identification**: Choose specific lots
4. Configure settings:
   - **Currency**: Reporting currency
   - **Include Fees**: Include trading fees
   - **Include Paper Trades**: Optional
5. Generate report
6. Review and export

### Tax Report Contents

- **Realized Gains/Losses**: Profit/loss from closed trades
- **Trade Summary**: All trades in period
- **Cost Basis**: Purchase costs
- **Proceeds**: Sale proceeds
- **Gain/Loss**: Net gain or loss

## Scheduled Reports

Set up automatic report generation:

1. Navigate to Settings > Scheduled Reports
2. Click "Add Schedule"
3. Configure:
   - **Report Type**: Trades, Portfolio, Tax
   - **Frequency**: Daily, Weekly, Monthly
   - **Format**: CSV, PDF
   - **Email**: Optional email delivery
4. Save schedule

## Performance Reports

Generate performance analysis reports:

- **Period Performance**: Returns for time period
- **Risk Metrics**: Sharpe, Sortino, drawdown
- **Trade Analysis**: Win rate, average win/loss
- **Asset Performance**: Performance by asset
- **Monthly Breakdown**: Performance by month

## Custom Reports

Create custom reports:

1. Select "Custom Report"
2. Choose data sources:
   - Trades
   - Positions
   - Portfolio snapshots
   - Backtest results
3. Select metrics to include
4. Configure filters
5. Generate report

## Best Practices

1. **Regular Exports**: Export data regularly for backup
2. **Tax Records**: Keep detailed tax reports
3. **Performance Tracking**: Generate monthly performance reports
4. **Data Backup**: Export before major updates
5. **Record Keeping**: Maintain organized export files

