Monthly Statement

A summarized, printable report for a period (default: a month): trade performance, fees, expenses, and profit — for archiving or presenting to a partner or accountant.

Notes

• PDF export from the button at the top of the page.
• The figures come from the same sources as the P&L report and should match it.
• Below the range summary, Last 12 months (to the end of the current month) shows a chart and a table: trade count and volume, trading profit, fees, other income, expenses and net profit per month in the reference currency; the current month is month-to-date and highlighted. This trend is independent of the selected range and is included in the Excel export.