Account History, Statements & Reports
This article explains how clients can view, download, and use account history, statements, and reports within the Capital Street FX trading platform and client dashboard.
Accessing Account History
To view account history:
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Log in to the client dashboard or trading platform.
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Navigate to the History, Reports, or Account section.
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Select the trading account you want to review.
This section provides a record of all completed trading and financial activity.
Trade History
Trade history includes:
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Open and closed trades
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Entry and exit prices
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Trade volume
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Profit or loss
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Execution time and date
This information helps clients analyze past trading performance.
Balance Operations
The balance operations section displays:
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Deposits
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Withdrawals
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Bonuses or credits
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Adjustments and fees
This provides a clear view of how the account balance has changed over time.
Generating Account Statements
Clients can generate statements by:
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Selecting a date range.
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Choosing the report format, if available.
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Downloading or exporting the statement.
Statements may be used for personal records, compliance, or tax-related purposes.
Report Formats
Available report formats may include:
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PDF
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CSV or Excel
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On-screen summaries
Format availability may vary based on platform and account type.
Important Notes
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Reports reflect data available at the time of generation.
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Clients are responsible for saving and backing up their statements.
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Capital Street FX is not responsible for discrepancies caused by external reporting systems.
This article helps clients track their trading activity and maintain accurate financial records using account history and reporting tools