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Today’s Balances Snapshot (Financial Reports)

With this report, track the current value of your holdings per asset.


Note that we use the balances directly provided by the remote sources in this report, except for the transactions coming from a CSV source, a BTC xPub wallet, or Coinbase Commerce. In that case, balances are computed from Cryptio's transactions.


Don't forget to update the selected wallets to get the latest transactions.


To export the Today’s Balances Snapshot, follow these steps:

  1. Go to the Report page.

  2. Click on the + Report button, a drawer will emerge

  3. Module is Financial Reports
  4. Report is Today’s Balances Snapshot
  5. Asset is optional,

  6. Wallet is optional, you can choose:

    a) just an asset or wallet
    b) an asset and wallet
    c) or leave both blank, which will then take into account everything
  7. Click Create



Additionally, you can now select columns for your exports directly from our product workspace. This selection will be saved for your future exports - there is no more need to manually clean up your excel file every time anymore. This feature comes in the form of two new buttons - 'all columns' and 'selected columns' on the export side panel when creating a new report. Follow this link to see how the new feature works.


Column Definitions

Further details on what some of the more complex columns mean:


Average daily price The opening price for the day obtained from CoinGecko
Assets market value The asset's balance multiplied by the average daily price