VTX Macro Update: Comprehensive Tax & Financial Reporting
📊 The New Report Dashboard
We've added a brand-new Report tab directly to your main navigation menu. Acting as your personal financial ledger, this profile-scoped dashboard provides a holistic view of your trading activity.
Key insights now available at a glance include:
- Detailed Summaries: Instantly view your total trades, gross proceeds, and total fees.
- Gain & Loss Tracking: Automatically calculate your realized short-term and long-term gains or losses.
- Cash Flow Monitoring: Keep tabs on all your funding rates and inbound/outbound transfers in one centralized location.
📥 One-Click CSV Exports for Tax Prep
We know that getting data to your accountant or into your preferred tax software is crucial. With our new export capabilities, you can simply click to download your complete, formatted tax reports as a .csv file. The data is pre-structured to include detailed tax lot rows, holding periods, and cost basis calculations (FIFO), saving you hours of manual spreadsheet work.
🌍 Smart Timezone Precision
Because tax reporting is highly sensitive to midnight cutoff dates, we've rebuilt our timezone engine. The Report page now features Smart Timezone Auto-Detection—automatically snapping your tax year boundaries to your browser's local timezone. Prefer to do it manually? You can easily override the automatic detection and set your own preferred timezone in your reporting settings.
✨ A Smoother Analytics Experience
While we were under the hood, we also polished the existing Analytics dashboard! As your portfolio data loads, you'll now notice smooth, animated count-up transitions for key metrics like PnL, Win Rate, Profit Factor, and Total Volume, making it more satisfying than ever to watch your numbers grow.
Hop into the platform today, click on the Report tab, and take control of your trading data!