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Date/Time: Thu, 20 Feb 2025 19:48:20 +0000



Monthly fee statements

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[2021-01-14 09:42:34]
User476926 - Posts: 59
Using Denali and Order Fill Fees. How do I get a summary/consolidated fee statement at end of month for accounting purposes?
I can find Recurring Fees and I can find Order Fill Fees in account panel - but no way to easily download either in PDF (they seem to be view only unless I have missed the obvious?) or get a simple monthly summary of total fees for my account (split by type of fee)? Thanks.
[2021-01-14 21:34:30]
Sierra Chart - Max - Posts: 5792
You can find the fees here:
https://www.sierrachart.com/UserControlPanel.php?page=TransactionLog

As for the Order Fill Fees, you can find the consolidated fees here:

https://www.sierrachart.com/UserControlPanel.php?page=OrderFillTransactionLog
Sierra Chart Support
[2021-01-15 09:37:02]
User476926 - Posts: 59
These are the links I referred to in my original post. Take the first link to transactions list:
1. There is no way to export/download PDF? (yes I can try printing the screen, but really needs better?)
2. The list goes on for pages and pages with each Order Fill transaction for Denali.

I am after a simple summary end of month report for deductions to my Sierra account - for accounting purposes.
Eg. Start balance, 3 types of expense/commission deducted in period, final balance.
Anyway to produce without manual line by line copy & paste?

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