how to obtain audit of my trading account

Quote from billpritjr:

Hello

Can anyone shed some light on how I can obtain a performance audit of my personal brokerage account ?

Thank You
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You likely don't need official audit until things get critical. Until then, just keep "audit-able" records.
 
Quote from Scataphagos:

"Couple of hundred"? Better plan on $5,000, or more for a CPA audit. That's what they cost years ago when I was required to provide annual ones to the revenooers.
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You are most likely correct. A couple hundred dollars doesn't go far these days.

The OP wasn't very detailed in his inquiry, I didn't see the need to be that detailed in the response.

We have no idea how complex his trading is.
Thousand's of equity trades as a Day trader, just swinging a few ETF's or trading one instrument i.e. ES/NQ.
The purpose of the Audit, who requested it and if they stated what was required for certification etc.

I wasn't attempting to be accurate on cost, just point him towards his CPA to perform the audit or recommend someone. That is the logical first step.
 
it is unclear who is the audience of the op. maybe he doesn't need an audited statement ever as implied by scat.. the people who might be interested in him will either reject his strategy prima facie or think it looks interesting. they might let their own accountants review his statements for accuracy/fraud and then make a decision. if the other side is very interested they will use their own accountants to verify your record.
 
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