The guides in this section cover how to retrieve monthly financial records for your users, work with exchange rates and denomination, and generate compliance-ready reports from that data. Statements provide two complementary views of a user’s financial activity for a given period: a portfolio snapshot at the end of the period and a paginated list of all completed transactions. Together, they supply the data needed for tax reporting and regulatory compliance.Documentation Index
Fetch the complete documentation index at: https://developer.uphold.com/llms.txt
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Generating reports
Generating a compliance report from statement data is a three-step process:Fetching the data
Retrieve the portfolio snapshot and full transaction list for the period, paginating through all results.How to fetch the data
Preparing data
Interpret the exchange rates, compute denominated values for each holding and transaction, and shape the data for the renderer.How to prepare data
Generating the report
Build an HTML template from the processed data and render it to a PDF using a headless browser.How to generate the report