QuantumEdgeTax reporting guide (US-only platform)
Portfolio & Reporting · Last updated 2026-05-24
How to prepare exports and records for your tax professional without making tax-law assumptions in product copy.
Important notice
QuantumEdge does not provide tax advice. Tax treatment varies by jurisdiction, asset, and holding period.
Work with a qualified tax professional for filing decisions.
Records to export
- Trade history and fills
- Portfolio snapshots and balance history
- Deployment activity timeline
- Subscription invoices (if applicable)
Reconciliation workflow
Use Kraken records as source of truth and reconcile platform exports by timestamp and pair before sharing with your accountant.
TODO: founder-reviewed tax resource links
Add founder-approved references for US reporting resources and update this section after legal review.