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Saving a report as a PDF

Print a monthly report or save it as a PDF.

Written by Austin Bouley

Any monthly report can be printed or saved as a PDF — useful for your records, your accountant, or tax season.

Saving as a PDF

  1. Go to Reports and select the month you want.

  2. Click Print PDF.

  3. Your browser's print dialog opens.

  4. Choose Save as PDF as the destination instead of a printer.

  5. Save the file.

The report is formatted for paper — navigation, buttons, and sidebar are removed automatically.

By browser

Chrome and Edge — choose "Save as PDF" from the Destination dropdown.

Safari — use the PDF dropdown at the bottom left, then "Save as PDF".

Firefox — select "Save to PDF" as the printer.

Printing on paper

Same steps, but pick your printer as the destination.

One month at a time

Each export covers a single report. For a full year, repeat for each month.

If you need a complete trade-level record instead, export the CSV from the Brokers page — see Reconnecting an account and exporting trade history. That's usually the better format for an accountant.

Common problems

The layout looks wrong — try a different browser. Chrome and Safari generally render these reports most reliably.

Content is cut off — set scale to "Fit to page width" in the print dialog, and check the paper size matches your region.

Nothing happens when you click — a browser extension may be blocking the print dialog. Try a private window.

On mobile — printing works but the layout is designed for a full page. Use a computer if you can.

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