Reports

Download CSV exports of your investments, wallet activity, and portfolio metrics.

Investment export filters

Optional filters applied to the investments CSV download link above.

Download with selected status

Available from API

  • Export investments

    Download all commitments with amounts, status, and maturity dates.

    csv
  • Export transactions

    Wallet ledger activity including deposits, withdrawals, and returns.

    csv
  • Portfolio summary

    Key portfolio metrics as a CSV snapshot (PDF coming soon).

    csv
  • Payment & activity report

    Same as transactions export with optional date range filters.

    csv