Exness: Annual Trading Report, MT4/MT5 Trading History, FX Tax Return Explained in the Latest Version

Exness

Exness Annual Trading Report: This is the latest version of the guide, explaining how to easily check your trading history and personal area on MT4/MT5. Forex traders are required to calculate and report their profits. Traders must submit an “Annual Trading Report” as a required document. Tax evasion is a risky activity, so we recommend that you avoid it.

Exness Basic Information

Company NameExness Group (based in Cyprus and other countries)
Year of establishment2008
Eligible productsCFDs (contracts for difference) for FX (foreign exchange), precious metals, energy, stock indexes, stocks, cryptocurrencies, etc.
Supported toolsMetaTrader 4 / MetaTrader 5 (MT4/MT5), Web Terminal, Exness App, etc.
Regulations and LicensesFCA (Financial Conduct Authority)
CySEC (Cyprus Securities and Exchange Commission)
FSA (Seychelles Financial Services Authority)
FSCA (South Africa) / CBCS (Curaçao)
Fund management/protectionCustomer funds are managed separately from the operating company’s funds
Leverage2000 times
Account TypeStandard
Standard Cent
Pro
Raw Spread
Zero
Spread0.2〜0.4 pips
Deposits and WithdrawalsCredit cards, domestic/international remittances, various electronic wallets, cryptocurrencies

How to View Your Exness Trading History

There are two ways to view your Exness trading history:
① Viewing on MT4/MT5
② Viewing on your Exness My Page (membership page)

The key is to use the appropriate method depending on your purpose.

① Viewing your trading history on MT4 (basic)

Procedure

Launch MT4

Display “Terminal” at the bottom of the screen

If it’s not displayed:

View → Terminal or Ctrl + T

Click the “Account History” tab

How to Change the Display Period

Right-click on the Account History screen

Select from the following:

All History

Last 3 Months

Custom Period

👉 If past transactions are not displayed,

Select “All History.”

What you can check

Order number

Currency pair

Lot size

Settlement price

Profit/loss (pips / amount)

Swap/Commission

② How to check your trading history in MT5

Procedure

Launch MT5

“Toolbox” at the bottom of the screen

Select the “History” tab

Right-click → Specify the display period

*MT5 makes it easier to search and analyze your trading history.

③ How to check your trading history on your Exness My Page (Official)

Procedure

Log in to the Exness official website

My Page (Personal Area)

“Trading History” or “Reports”

Select your account number and period

How to Obtain the Exness Annual Trading Report

Exness’s annual trading report (annual transaction details) is official data required for tax returns and tax calculations.

Here, we’ll explain the most reliable and tax-friendly way to obtain it, step by step.

① Obtaining from your Exness Account Page [Most Important]

Steps

Log in to the Exness official website

Personal Area (My Page)

From the menu, select
“Reports” or “Trading History”

Applicable

Account Number

Period: January 1st – December 31st

Export (CSV/Excel)

👉 This is your official annual trading data.

Downloadable Content

Trading Date and Time

Currency Pair

Lot Size

Profit/Loss

Swap

Trading Fees

Account Balance History

✅ Submit to tax authorities and consult with tax accountants
✅ Editable in Excel

② How to Generate an Annual Report from MT4 (Supplementary)

  • Method ① is recommended for tax authorities.
    MT4 will be used as a supplementary resource.

Steps

Launch MT4

Terminal → Account History

Right-click → “Custom Period”

Start: January 1st

End: December 31st

Right-click → “Save as Report”

📄 Save format: HTML

👉 Because it is not a CSV file,
it is not suitable as the main source of information for tax returns.

③ Important Notes on Using as an Annual Trading Report

❌ Exness Does Not Provide an Official Japanese Report

The format is different from the “Annual Trading Report” for domestic FX trading.

This is common to international FX trading.

✔ Will this be a problem for the tax office?

👉 No problem.

For actual tax returns,

CSV trading history

Summary showing annual profits and losses

④ How to Use for Tax Returns (Residents of Japan)

Classification

Miscellaneous Income (Comprehensive Taxation)

Maximum Tax Rate: Approximately 55%

Filing Tips

CSV to Excel
Summarize Annual Profit and Loss Totals on One Line

Keep the Original CSV (Recommended for 7 Years)

Frequently Asked Questions About Trading History

Below are comprehensive, detailed answers to frequently asked questions (FAQs) about Exness trading history, covering everyone from beginners to those filing tax returns and using EAs.

Investing always involves risk and the possibility of loss.

Q1. Where can I check my trading history?

A. You can check it in two places:

MT4 / MT5
→ For daily checks and recent trades

Exness My Page (Personal Area)
→ For tax returns and official data (recommended)

Q2. My trading history isn’t appearing in MT4

A. Please check the following:

The account history display period is short
→ Right-click → Full history

You’re logged in to a different account

You’re using a different server

Q3. Will an annual trading report be issued?

A. Unlike Japanese FX brokers, we do not issue annual trading reports.

👉 Instead,
the CSV trading history on My Page is the official alternative.

Q4. Can I use it for tax returns?

A. Yes, you can.

CSV file of annual trading history

Excel file summarizing annual profit and loss

These two documents are sufficient for correspondence with the tax office.

Q5. How many years’ worth of trading history is saved?

A. Exness allows you to view several years’ worth of trading history on your My Page,
but you are also required to save it yourself.

👉 Recommended retention period: 7 years

Q6. Which should I save: CSV file or MT4 report?

A. Ideally, you should save both, but in order of priority:

My Page CSV file (required)

MT4 report (supplementary)

Q7. Are swaps and fees included in the history?

A. Yes, they are.

My Page CSV file: ✔ Included

MT4 report: ✔ Included

👉 When calculating taxes,
profit + swap – fee

Q8. Do I also need deposit and withdrawal history?

A. It is not required for tax returns,
but it can be useful for the following purposes.

Explanation of fund movement

Responding to tax office inquiries

👉 Recommended: Save along with trading history

Q9. How do I manage the history of multiple accounts?

A. The following is recommended.

Get a CSV file for each account

Annual totals in Excel

Manage folders by account

Q10. Can I manage EA and discretionary trading separately?

A. Yes.

Separate accounts (most reliable)

Enter the name of the EA in the comments section

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