Reports tab

The Reports tab lets you generate and download detailed personal reports.

Selecting a time period:

Choose from 6 options: This Month, Last Month, Last 3 Months, Last 6 Months, This Year, or All Time.

Report types:

1. Trading Activity Summary

Trades, profit and loss, win rate, auto vs. manual trade breakdown, and symbols traded.

2. Portfolio Statement

Account balances, open positions, and performance history.

3. AI Prediction History

All AI predictions with accuracy metrics (correct, incorrect, expired).

4. Tax Export (Gains & Losses)

Realized trades formatted for tax preparation. For informational purposes only - verify with a qualified tax professional.

Important details:

• Reports contain only your personal data
• Reports download as professionally formatted PDFs with the Jorg AI logo, stat grids, and colored P&L cells
• File names follow the format JorgAi.com-{type}-{period}-{date}.pdf
• Reports are generated using data from your account