Introduction to Reports

Discover the Reports app, which provides transaction and asset holdings reports.

Reports is a Cobo Portal App developed by Cobo. It provides transaction reports within a specified timeframe and asset holdings reports at a specific time across Custodial Wallets and MPC Wallets.

Key features

Professional use cases

Export reports for purposes such as tax reporting, reconciliation, and submitting financial documentation to regulatory entities or other institutions.

Standardized format

Reports are exported in a standardized, user-friendly PDF format, ensuring complete audit trails and data accuracy.

Secure and convenient sharing

Share via PDF download or online link (recipients can both view and download reports through the shared link). Password protection, if enabled when generating reports, applies to all access methods.

Supported wallet types

The following wallet types can use the Reports feature:

• Custodial Wallets
• MPC Wallets

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