The statements group of endpoints provides monthly financial records for a user’s portfolio and transactions. These are designed for reporting and reconciliation purposes, giving a complete view of a user’s financial activity and holdings for a given period.Documentation Index
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Available statements
| Type | Description |
|---|---|
| Portfolio statement | Holdings per asset at the end of the period, with exchange rates in the requested denomination. |
| Transactions statement | Paginated list of completed transactions during the period, with full transaction details and per-entry exchange rates. |
Related guides
Statements
Retrieve monthly portfolio snapshots and transaction history, and generate compliance reports for your users.