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How to Import your Phemex Data

Written by Oat

Phemex data is currently supported via CSV import only. Please follow these steps to generate a CSV file of your Phemex transaction history:

  1. On the Phemex platform, navigate to the Spot Trade History page.

  2. Click the Export Recent Trade History link.

  3. Upload your CSV file to the TokenTax Imports page.

Please Note: This platform offers Margin, Futures, and/or Derivatives transactions. These types of transactions require the purchase of a supporting plan or the Margin Add-On.

If you have transacted using these types, you can generate a CSV file of your PnL report by following these steps:

  1. Log in to Phemex.com and click on Assets on the top right corner of the page.

  2. Click on the Contract History drop-down option on the left-side menu of the page and click on PNL Details.

  3. Click the Closed PNL tab on the top side of the page.

  4. Click the Generate Contract Trading Closed PNL Report option.

  5. In the new window that appears, select your desired Period and Symbol(s) for the report.

  6. Click the Generate button. The status of your report will first indicate Generating. This process can take up to a day to complete. Once you see the status of the report as Generated, a Download button will become available.

  7. Click the Download button.

  8. Upload your CSV file to the TokenTax Imports page.

Due to server capacity constraints, users can only generate up to 3 reports for each operation per month. Generated reports will remain available for download for a total of 7 days. Although reports can take up to a full day to generate, they are normally ready within minutes. Simply refresh the page to check the status.

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