Within the C&B Portal, you can access all your previous trades from the Transactions page. You can generate a CSV to download for your records, or just check your most recent trades on the fly. It can also be helpful when needing to share realised gains at the end of your financial year.
What are the key features of the Caleb & Brown Transactions page?
From the Transactions page you can;
View all historical trades made with C&B
View all historical deposits and withdrawals
Filter previous transactions by both date, and trade size
Export your filtered search as a CSV file
The makeup of a Transaction record
Each transaction contains the following pieces of information;
Buy, sell, swap, withdrawal, deposit
Date and time
These are based on what the order was lodged and executed in our system. We then normalise the time shown on the record to your local timezone
Your default trading account currency
The total amount transacted, relative to your default Fiat currency
Orders are in one of four statuses: pending, processing, completed, or canceled
Using the note icon on the right-hand side, you may store information specific to that transaction
Opening the Transactions page
To view your previous transactions first login to the C&B Portal. Once logged in, click on the TRANSACTIONS menu option on the left-hand side of your screen.
Interacting with your transactions
By design, we have made the transactions table as uncluttered as possible. To access more information about each transaction, just tap or click and more information will drop down.
Filtering your transactions
Once on the Transactions page, you can use the filters to narrow your search down.
Navigating the Transactions page filters, from left to right;
Shows all transactions, regardless if they are a buy, sell, swap, etc
Filters the table to only show crypto and fiat deposits into your C&B account
Filters the table to only show crypto and fiat withdrawals from your C&B account
Filters the table to display historical buy, sell, and swap trades
Allows you to filter the table by date range, so for example you can filter transactions to just the last financial year using the date picker
Allows you to filter your transactions based on their total currency value
This will clear your cumulative filters, and reset the table back to display all transactions
Clicking this will download a CSV file of your transactions, using the filters you have enabled if any
And that's it we hope you found this article helpful, if you'd like any more information please reach out to us on chat.