The PDF export is the version of your Annual Report you'd actually print, file, or hand to an accountant. It's a formatted, page-ready snapshot of everything on the report — the four headline cards, the per-item Sales table, and the standard disclaimer — laid out for paper or for emailing as an attachment.
This article covers how to generate it, what's in the file, and how to control the scope.
Tier access
The Annual Report and both its exports — PDF and CSV — are Premium-only. If you don't see the PDF Report button on the Reports page, the page is in upgrade-prompt mode rather than report mode, and the upgrade path is in Settings → Subscription.
Generating the PDF
The export reflects whatever you have set on the page when you click the button, so set those first.
From the left nav, click Reports.
In the portfolio selector at the top-left of the app, pick the portfolio you want the report to cover. Choose All Portfolios to span every portfolio on your account.
In the Year dropdown on the page, pick the tax year.
Click the PDF Report button in the top-right of the page.
The browser will generate and download the file. Most browsers save it to your default Downloads folder.
What's in the PDF
The file is a faithful copy of the on-screen report for the selected year and portfolio scope, laid out for print.
Header: The report title (e.g. Annual Report — 2026), the subtitle (Sales history and cost basis for physical bullion disposals), and a Generated timestamp in the top-right showing the date the file was created.
Four headline cards: Total Proceeds, Total Cost Basis, Short-Term G/L, and Long-Term G/L — same figures as the page, in the same colour treatment.
Sales summary line: A heading like Sales (3 sales) · Net gain: +$420.00 directly above the table, summarising the year at a glance.
Sales table: One row per sold item, with the same columns as the on-screen table — Product, Metal, Buy Date, Sell Date, Days, Term, Proceeds, Cost Basis, Gain / Loss.
Total row: Proceeds, Cost Basis, and Gain / Loss totalled at the bottom of the table.
Footer disclaimer: The standard for informational purposes only note in small print at the bottom of the page.
Everything is in your selected display currency, and everything matches what's on screen at the moment you clicked the button.
What's different from the on-screen page
The PDF is a static snapshot rather than a live view, so a few of the page's interactive elements aren't present:
No Year dropdown: The year you chose is baked into the title (Annual Report — 2026) and into the data shown.
No tier badge: The Your Plan: PREMIUM chip on the page is meta-information for the app, not for the file.
No CSV / PDF buttons: The export buttons themselves don't appear in the exported document — for obvious reasons.
Compact column labels: Days Held on the page becomes Days in the PDF table header, to keep the table fitting cleanly across the page.
Otherwise, the numbers, the colour coding (red for losses, green for gains, amber for short-term, green for long-term), and the row-by-row breakdown are identical to the page.
Filename and timestamping
The file downloads with a predictable name: annual-report-{year}.pdf — for example, annual-report-2026.pdf. That makes it easy to drop into a folder of year-by-year records without renaming.
The Generated date in the top-right of the document records when the PDF itself was produced. If you regenerate the same year's report a week later — perhaps after recording an additional sale or correcting a buy — the new file will carry the new generation date even though the year in the title is unchanged.
Worth keeping in mind if you're filing multiple versions for the same tax year and want to know which one is the latest.
When the PDF runs onto a second page
For most personal stackers, the PDF fits on a single page. If you've had a heavy sales year — say, dozens or hundreds of individual sold items — the Sales table will overflow onto additional pages, with the header row repeating at the top of each page so the columns stay readable.
The four headline cards always appear once, on the first page. The disclaimer footer appears on the final page.
What the PDF is for
The PDF is the format most users hand to a tax advisor or store in their year-end records. It's:
Human-readable and print-ready: Formatted for paper, suitable to email, suitable to file.
A point-in-time snapshot: The data is frozen at the moment of export, with a timestamp to prove when.
Cross-platform: Opens in any PDF reader, on any device, with no app-specific viewer required.
Where to go next
Exporting your Annual Report as CSV: The machine-readable companion.
Generating your Annual Report: Walkthrough of the page itself.
How the Annual Report autofills your data: Where each value in the file comes from.
Why you should still consult a tax advisor: The disclaimer, unpacked.
Upgrading your subscription: If the export buttons aren't visible on your plan.