General

• How to select columns for exports

Accounting & Tax reports

• Transfer Statement report
• Asset Roll Forward report
• Rolled-up Ledger Entries report
• Ledger Entries report
• Bank Statement
• Portfolio Balances (wallet breakdown)

See all 9 articles

Financial reports

• DeFi Realized P&L report - live and historical data
• DeFi balances snapshot report - Live and historical positions
• Today’s Balances Snapshot (Financial Reports)
• Portfolio Balances
• Aggregated Movements Historical Balances Overview
• End of day Balances

See all 11 articles

Audit trail & reconciliation reports

• Manual Transactions report
• Journal Sequential Numbering report
• Manual Prices Tracker report
• Trial Balances report
• Cost Basis Logs
• Download a list of all your imported Sources

See all 8 articles