Great news! You can create your own trade summary, portfolio valuation and cash ledger transaction reports from your OpenTrader account at your own convenience.
1. Log into OpenTrader, go to 'Portfolio'
2. Click on 'Reports' 
3. Select from the drop down menu which report you'd like to run. 
OpenMarkets does not provide tax reporting, however we can feed transaction data (upon request) to tax reporting software used by accountants, such as Class Super.
If you have any questions or need help, don't hesitate to get in touch 🙋
You can reach us on live chat or over the phone on 1800 OT TEAM (1800 688 326 or +61 2 9055 4400 for overseas). We're available between 9:00 am and 5:00 pm (Sydney time), Monday to Friday. If we're away, just send us a message and we'll get back to you.
如何自己生成报告
好消息！你可以从自己的OpenTrader账户里创建交易记录，投资组合估值和现金账目交易的报告。
1. 登陆OpenTrader，点击’持仓‘
2. 点击‘报表’
3. 从以下选项中选出哪类报告需要生成
OpenMarkets不提供税务报告，但是我们可以提供交易数据（如果需要）给会计使用的报税软件，例如：Class Super