Monthly reports are formal summaries of how your income systems performed. Find them under Reports.
Navigating
Use the month switcher to move between available reports.
What's in a report
Executive summary — headline income and performance for the month.
Per-system breakdown — what each system contributed, so you can see which are carrying the account.
Risk summary — the exposure your systems carried through the month.
Brokerage breakdown — where several accounts are connected, performance split by account.
When reports appear
Reports are generated automatically after each month ends. A month in progress won't have one — use the dashboard and calendar for live figures.
If you deployed mid-month, your first report covers only the portion the systems were running.
If no report exists
You'll see an empty state. This means the month hasn't ended, generation hasn't finished, or your systems weren't active during that month.
If a completed month is still missing a report several days in, contact support.
Reports, calendar, or dashboard?
Reports are the retrospective view — settled, formal, good for records and for your accountant. The calendar shows day-level detail. The dashboard shows live current figures.
For serious performance review, reports are the right place. They cover complete periods rather than a partial month in motion.
Saving a copy
You can print or save any report as a PDF. See Saving a report as a PDF.
Reconciling with your brokerage
Reports reflect what your systems did. Your brokerage statement reflects your entire account, including anything you traded yourself. If you also trade manually in the same account, the two won't match — that's expected, not an error.