If you need your annual transaction history for tax filing purposes, please follow the steps below:
MT4
- Right-click within the “Account History” tab in the “Terminal” window.
- Select “Custom Period”, then set the desired date range in the pop-up window.
- Right-click again on the history list and choose either “Save as Report” or “Save as Detailed Report”.
In the “Save As” window, specify the destination folder and download the file.
The report will be generated as an HTML file, which you can copy and paste into Excel for further calculations or recordkeeping.
MT5
- Right-click within the “Account History” tab in the “Toolbox” window.
- Click “Set Period”, then configure the desired date range in the pop-up window.
- Right-click again on the history list and select “Report”, then choose the file format (Excel or HTML).
- In the “Save As” window, specify the destination folder and download the file.
If you require your annual trading history for Income tax return, please follow the steps below:
- Right-click within the “Account History” tab in the Terminal window.
- Select “Custom Period”, then set the desired date range in the pop-up window.
- Right-click again on the history list and choose either “Save as Report” or “Save as Detailed Report”.