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Save and print trade history report

You can save your trade history in HTML or XLSX (Excel) format in MetaTrader5 (MT5). You can then print them and use them for your tax returns.

Step 1

Click the "History" tab and right-click in the Toolbox.

Step 1 Step 1

Step 2

Choose the period to create a trade history report in the context menu.

Step 2 Step 2
point To create annual statements for tax filing
To create annual statements for tax filing To create annual statements for tax filing

If you need annual account statements to file your taxes, set the period that the tax return covers. For example, if you wish to file your taxes for 2020, specify the period as January 1, 2020 to December 31, 2020.

Step 3

Make sure that the history for the selected period is displayed and right-click again in the Toolbox.

Step 3 Step 3

Step 4

Hover the pointer over "Report" in the context menu and select your preferred file format (HTML or XLSX) to save the report.

Step 4 Step 4

Step 5

Choose a save location for the report, give it a file name, and click "Save".

Step 5 Step 5

Step 6

Once the trade history report is saved, it will be displayed in the specified file format.
If it's HTML, you can print the report by right-clicking on it and selecting "Print". If it's XLSX, click "File" in the top left corner and select "Print" to print the report.

Step 6 Step 6

Date

Created

 : 2022.09.20

Update

Last updated

 : 2022.09.20

Writer

Takayoshi Nakamaru

Manual production consultant, MBA

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Takayoshi Nakamaru

Nakamaru is a manual production consultant at FINTECS, a company that specializes in creating manuals for their clients.
With a wide range of experience from fintech to entertainment, he presents what user-friendly manuals should be like.
He works with numerous large corporations as an external manual production project manager.

【Business information】
http://www.fintecs.co.jp/profile/

Supervisor

Akira Takagi

Systems engineer, MetaTrader administrator

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Akira Takagi

After graduating from Computer Science at the Uninove, Brazil, in 2014, he has worked on various systems development projects.
He participated as a developer in the launch of forex services in 2019. Since then, he has also been involved in the development of MetaTrader plugins and APIs. He is certified by MetaQuotes as a MetaTrader5 Administrator and active in consulting and advisory as well.

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