As a private client of CapTrader, you will receive an annual summary of your realized profits and losses free of charge. This performance report should enable you to see at a glance the transactions you have realized during the year. We have converted all returns into your base currency, the euro, and broken them down by asset class for you.

When will the report be available?

The report is usually generated after the end of the calendar year, as soon as all necessary trading and account data has been received and processed by Interactive Brokers. The exact time depends on the completion of the data provision by IB as well as on internal processing procedures at CapTrader.

Typically, the performance report at the beginning of the 2nd quarter after the respective tax year. Specific time windows or any delays will be communicated - if possible - via the usual communication channels (website, Newsletter, support notes).

If your performance report is not displayed at this point, please feel free to contact our support at info@captrader.com!

Find all information on the performance report here

Here you can download your performance report from 2023: