Export your documents
Choose your broker, then the document you need.
Download your quarterly statement
This is the transaction history Endex reads to find your vests and sells. Download one PDF per quarter you're filing for (or one for the whole year).
Download a sale’s allocations
This CSV holds the cost basis (allocation price) of each share you sold — Endex needs it to work out the capital gain.
One CSV per sell. You download and upload a separate CSV for each sell transaction — do them one at a time.
Filing for
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Library is the only menu you need — both documents live under it.Skip the archive rows. Generate a new one.The dates decide what Endex can calculate. Try the period chips.Open Transactions from the Library menu.The shaded row is a sell — the only kind with a cost basis to fetch.Allocations sits collapsed behind a Show toggle.One CSV per sell. Repeat until every sell in the period is covered.
Which platform do you use?
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