What is the etoro account statement?

The etoro account statement is a full record of all your investing activity in your etoro account. You can generate it on demand to cover a time frame of your choosing in the same language as your etoro account. It contains details of all the movements in your account, such as open and closed trades, fees, dividends, deposits, and withdrawals.

This feature is not currently available in the etoro AI app. If you are using etoro AI, please use the etoro app or the web version of etoro for this action. 

How to access the etoro account statement

The account statement is available on both the web version of etoro and the etoro mobile app for your real portfolio.

Access the account statement directly here.

You can also find it via your Settings or your real (not virtual) portfolio.

From Settings:

1. Click on ‘Settings’ in the left-hand sidebar
2. Click the Account tab
3. Under Documents, click ‘View’ next to Account Statement

From your real portfolio:

1. Click the Portfolio tab
2. Click the My Portfolio menu at the top of the screen and select ‘History’
3. Click at the top right
4. Select ‘Account Statement'

There is no account statement for the virtual portfolio.

How to generate the etoro account statement

Choose a predefined time frame, or select ‘Custom’ to choose your preferred date range. Click ‘Create’ to generate the report.

What’s in the etoro account statement

There are 5 sections available in the etoro Account Statement:

Summary - your personal details and the main totals for the selected time frame.

Closed Positions - all manual and copied trades closed within the selected time frame, including details such as instrument type, spread fees, profit/loss, and ISIN code.

Account Activity - all transactions made in the account within the selected time frame, including deposits, withdrawals, positions opened and closed, and fees.

Dividends - all dividends paid within the selected time frame, including information on withholding tax.

Financial Summary - relevant information for tax filing, including a breakdown of the fees, commissions, and profit/loss within the selected time frame.

How to export the etoro account statement

Press on the relevant icon to save the account statement as either a PDF file or an Excel file.