S SafeFinanceHub
Guide

How to export your CSV from every exchange & broker

Step-by-step instructions for downloading the trade history file you need to use our Crypto Tax Calculator or Stock Tax Calculator. Takes 1-2 minutes per platform.

Binance

Crypto

Estimated time: ~2 minutes

  1. 1
    Log in to your Binance account at binance.com.
  2. 2
    Click on your profile icon (top-right corner), then select "Orders" → "Spot Order".
    binance.com/en/my/orders/exchange/...
    Profile → Orders → Spot Order
    Trade History • Order History • Generate Statement
  3. 3
    Alternatively, go directly to Wallet → Transaction History, then click "Generate all statements".
  4. 4
    Select "Spot" as the account type. Set the date range to cover the full tax year (e.g. Jan 1 - Dec 31). For best results, include ALL years of trading history.
  5. 5
    Click "Generate". Binance will prepare the CSV and email you a download link. This usually takes 1-5 minutes. Check your inbox.
  6. 6
    Download the CSV file and upload it to our Crypto Tax Calculator. Select "Binance" from the exchange dropdown.
Tip: If you have a Binance US account, the export path is slightly different: go to Orders → Transaction History → Export. The CSV format is the same.

Coinbase

Crypto

Estimated time: ~1 minute

  1. 1
    Log in to coinbase.com.
  2. 2
    Click on your profile icon (top-right) → "Taxes" (or go directly to coinbase.com/taxes).
    coinbase.com/taxes
    Tax documents
    ⇩ Generate tax report
    Transaction history (CSV)
  3. 3
    Click "Generate report" → select "Transaction history". Choose CSV as the format.
  4. 4
    Click "Generate report". The CSV downloads immediately. Upload it to our Crypto Tax Calculator, selecting "Coinbase".
Tip: If you also use Coinbase Pro / Advanced Trade, export from there separately. You can upload multiple CSV files at once in our tool.

Kraken

Crypto

Estimated time: ~1 minute

  1. 1
    Log in to kraken.com.
  2. 2
    Go to "History" in the top navigation menu.
  3. 3
    Click "Export" at the top-right of the History page.
    kraken.com/u/history
    Trades • Ledgers • Transfers
    Export: Ledgers
    Date range: All time
    ⇩ Submit
  4. 4
    Select "Ledgers" as the export type. Set the date range to "All time" for best results. Click "Submit".
  5. 5
    Download the CSV and upload to our Crypto Tax Calculator, selecting "Kraken".
Important: Export Ledgers, not Trades. Ledgers include deposits, withdrawals, and staking income alongside trades - giving you a complete picture.

Charles Schwab

Stocks

Estimated time: ~2 minutes

  1. 1
    Log in to schwab.com.
  2. 2
    Go to "Accounts" → "History" in the top menu.
  3. 3
    Click the "Realized Gain/Loss" tab (not "Transactions"). This view shows your actual cost basis and proceeds for closed positions.
    client.schwab.com/app/accounts/history
    Transactions • Realized Gain/Loss
    Date range: Tax Year 2025
    ⇩ Export (CSV)
  4. 4
    Set the date range to the tax year you want to report. Click "Export" (CSV icon at the top of the table).
  5. 5
    Upload the CSV to our Stock Tax Calculator, selecting "Schwab".
Tip: Use the "Realized Gain/Loss" report, not the regular transaction history. It includes cost basis, date acquired, and proceeds - exactly what you need for tax reporting.

Interactive Brokers

Stocks

Estimated time: ~3 minutes (first time setup)

  1. 1
    Log in to interactivebrokers.com and go to the Client Portal.
  2. 2
    Go to "Performance & Reports" → "Flex Queries".
  3. 3
    Under "Activity Flex Query", click the "+" button to create a new query (or use an existing one).
    ndcdyn.interactivebrokers.com/AccountManagement/FlexWebService
    Activity Flex Query
    Sections: Trades (check this)
    Format: CSV
    Period: Last 365 days (or custom)
  4. 4
    In the query setup, check "Trades" as the section. Set the format to CSV and the period to cover your full trading history (or at least the tax year).
  5. 5
    Save the query and click "Run". The CSV downloads immediately.
  6. 6
    Upload to our Stock Tax Calculator, selecting "Interactive Brokers".
Alternative: You can also use Activity Statements (Performance & Reports → Statements → Activity). Select CSV format and the desired time period. Both methods work with our parser.

Fidelity

Stocks

Estimated time: ~1 minute

  1. 1
    Log in to fidelity.com.
  2. 2
    Go to "Accounts & Trade" → "Account Positions" or "Activity & Orders".
  3. 3
    Click "Activity & Orders", then select "History".
    digital.fidelity.com/ftgw/digital/portfolio/activity
    Activity & Orders → History
    Date range: Last Year
    ⇩ Download (CSV)
  4. 4
    Set the date range to the tax year. Click "Download" to save the CSV.
  5. 5
    Upload to our Stock Tax Calculator, selecting "Fidelity".
Tip: Fidelity's History view includes buys, sells, dividends, and fees all in one CSV. Our parser handles all of these automatically.

Other exchange or broker

Any

Works with any platform that exports trade history

If your exchange or broker isn't listed above, you can use our Generic CSV format. Most platforms let you export your trade history as CSV from their account settings or history page.

Required columns

Column Format Example
timestamp Date & time (ISO or common formats) 2024-06-15 14:30:00
type buy, sell, income, deposit, withdrawal sell
asset Ticker symbol BTC, AAPL, ETH
quantity Number of units 0.5
price Price per unit in your report currency 65000
fee Transaction fee (optional, default 0) 12.50

Example file

timestamp,type,asset,quantity,price,fee
2024-01-15 10:00:00,buy,BTC,0.5,42000,10
2024-03-20 14:30:00,buy,ETH,5.0,3200,8
2024-06-15 09:00:00,sell,BTC,0.3,65000,12
2024-08-01 11:00:00,income,ETH,0.1,3500,0,staking
2024-11-10 16:00:00,sell,ETH,3.0,4100,15
Tip: You can add a 7th column for memo (e.g. "staking reward", "airdrop"). This helps label income events in your report.

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