The CSV export is the machine-readable companion to the PDF. It carries the same per-item rows that you see in the Sales table, in a format you can open in Excel, Numbers, Google Sheets, or drop straight into accounting and tax software.
This article covers how to generate it, what the columns mean, and when CSV is the right export to reach for.
Tier access
The Annual Report and both its exports — PDF and CSV — are Premium-only. If you don't see the CSV button on the Reports page, the page is in upgrade-prompt mode rather than report mode.
Generating the CSV
The CSV 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 CSV 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 file
One row per sold item — the same one-row-per-coin structure that drives the on-screen Sales table. For a year with 47 sold items across all your sell transactions, expect 47 rows plus a header row.
The columns are the columns you see on the page:
Product: The name of the catalog or custom product you sold.
Metal: Gold, Silver, Platinum, or Palladium.
Buy Date: The transaction date on the original purchase.
Sell Date: The transaction date on the sale.
Days Held: The calendar difference between Buy Date and Sell Date.
Term: Short-term or Long-term, written out as text.
Proceeds: The sale price per unit for the item in that row.
Cost Basis: The original per-unit purchase price for the item in that row, including premium and any allocated shipping. See How cost basis is determined for what's baked in.
Gain / Loss: Proceeds minus Cost Basis.
Below the rows of sold items, there's no separate "total" row — totals in CSV are something the receiving spreadsheet or tax tool calculates from the column. Most spreadsheet apps will autosum the Proceeds, Cost Basis, and Gain / Loss columns the moment you select them.
Filename and naming
The file downloads with a predictable name: annual-report-{year}.csv — for example, annual-report-2026.csv. Mirror of the PDF naming, just with the .csv extension. Drop a year's worth of these into a folder and your archive sorts itself by year.
Opening the CSV
CSV is plain text — comma-separated values, one row per line — so it opens in essentially any spreadsheet or text editor.
Excel and Numbers: Double-clicking the downloaded file usually opens it directly. The header row becomes column headers; dates and currency parse as their native types in most cases.
Google Sheets: Use File → Import and pick the CSV; Sheets walks you through the column-detection prompt.
Accounting and tax software: Most platforms that accept capital-gains import will take a CSV in this shape directly, with column mapping handled in the import flow.
If a date column comes in as plain text in your spreadsheet of choice, format the column as a date and the values will resolve. If a currency column comes in without a $ sign, that's because CSV doesn't carry symbol formatting — the numbers themselves are correct.
When CSV is the right export
CSV and PDF carry the same data — the choice between them is about what you're going to do with it.
Reach for CSV when: You want to sort, filter, or pivot the rows; import into accounting or tax software; pull totals or per-metal breakdowns into your own spreadsheet; or hand the data to an accountant who prefers tabular formats.
Reach for PDF when: You want a printable, signed-and-filed record; you're emailing the report as a finished document; you want the formatting and the colour coding intact.
It's perfectly reasonable to export both — PDF for the file folder, CSV for the working copy. See Exporting your Annual Report as PDF for the PDF side.
Where to go next
Exporting your Annual Report as PDF: The print-ready companion.
Generating your Annual Report: Walkthrough of the page itself.
How cost basis is determined: What's baked into the Cost Basis column.
How the Annual Report autofills your data: Where each value comes from.
Why you should still consult a tax advisor: The disclaimer, unpacked.