Generate Report
Covers completed trades from all your bot instances — running, stopped, and deleted. The CSV will be emailed to your account address when ready.
About this report
- Includes crypto (Coinbase) and stocks (Alpaca) trades.
- Only completed trades (buy + sell both filled) are included.
- Data comes from all instances — running, stopped, and deleted.
- Short-term trades (held <1 year) are reported separately from long-term trades.
- Cost basis = Coinbase total cost including fees; proceeds = net proceeds after fees.
- Always review with a qualified tax professional before filing.