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Trading Reports

Performance reports, tax analysis, and event audit trail

Generate Daily Report

Triggers an n8n workflow to compile today's trading activity into a formatted report.

Historical Reports
Performance Reports

Generate detailed performance analysis from the n8n reporting pipeline.

Tax Summary
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Total Dispositions
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Total Gains
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Total Losses
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Wash Sale Disallowed
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Adjusted Net Gain/Loss
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Short / Long Term
Event Type
Severity
Auto-refresh 30s
Bot Events
Time Event Type Severity Message