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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)
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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
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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
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