Portfolio Balance

The Financial Statement feature will allow customers to access and download their portfolio balance report and use it for tax reporting purposes - the report will also show the vaulted coins, if applicable.

How do I download my transaction report from the Dacxi Exchange?

Step 1. Login to your Dacxi exchange account

Step 2. Select “Account”

Step 3. Scroll down to the bottom of the page, where you will see the Tax Reporting tab

Step 4. Enter the “Date” for which you want to download the Portfolio balances and click “Download.”

Step 5. Once the pdf file is saved in your system, you can check your portfolio balance and use it for tax reporting purposes.