> ## Documentation Index
> Fetch the complete documentation index at: https://developer.uphold.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

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.

## Available statements

| Type                                                   | Description                                                                                                             |
| ------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------- |
| [Portfolio statement](./get-portfolio-statement)       | Holdings per asset at the end of the period, with exchange rates in the requested denomination.                         |
| [Transactions statement](./get-transactions-statement) | Paginated list of completed transactions during the period, with full transaction details and per-entry exchange rates. |

## Related guides

<CardGroup cols={2}>
  <Card title="Statements" icon="file-lines" href="/developer-guides/statements/overview">
    Retrieve monthly portfolio snapshots and transaction history, and generate compliance reports for your users.
  </Card>
</CardGroup>