Because Stoic AI is a non-custodial platform, all your trades, rebalances, and position adjustments occur directly on your connected exchange account (learn more about security standards at đ stoic.ai).
To generate a complete transaction history report for tax purposes, choose one of the options below.
đ Option 1. Use Crypto Tax Tracking Software (Recommended)
The easiest way to calculate capital gains/losses and generate tax reports is to link your exchange account to an automated crypto tax platform (such as Koinly, CoinTracker, CoinLedger, or CryptoTaxCalculator):
Create an account with your preferred crypto tax service.
Generate a new API key on your connected exchange (Binance, Bybit, KuCoin, OKX, Coinbase, etc.).
đ Security Rule: Set the API permissions strictly to Read-Only (View-Only). Never enable trade or withdrawal permissions for tax tools!
Connect the Read-Only API key to your tax platform to automatically import all Stoic AI execution history.
đ Option 2. Direct Export from Exchange Account
If you prefer raw CSV or Excel data for manual tax filing or your accounting consultant:
Log in to your exchange's official web portal.
Navigate to the Trade History or Order History section.
Select the required tax reporting timeframe (e.g., full calendar year).
Export the official statement as a CSV / Excel file.
â Frequently Asked Questions (FAQ)
Q: Can I download an official tax statement directly from the Stoic AI app? A: No. Stoic AI does not hold user funds or store tax-level transaction ledgers. Your exchange statement serves as the official, legally binding source of truth for tax authorities.
Q: Can Stoic AI subscription fees be deducted on my tax return? A: In many jurisdictions, software subscription and portfolio management fees can be written off as investment expenses. Please consult a local certified tax professional regarding your specific local tax laws.