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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.

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Generating reports

Generating a compliance report from statement data is a three-step process:
1

Fetching the data

Retrieve the portfolio snapshot and full transaction list for the period, paginating through all results.How to fetch the data
2

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
3

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