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.
Next steps
Export records from QuantumEdge, reconcile against Kraken statements, and share both datasets with your tax professional for filing guidance.