How It Works
Get started in four simple steps: upload your trading data, view your complete portfolio, monitor performance trends, and generate tax reports.
1
Upload Your Trading Data
Upload CSV files from Kraken, Coinbase, NDAX, and more. Our system auto-detects your exchange format.
2
View Portfolio Summary
Instantly see your total portfolio value, unrealized gains, fees paid, and current holdings with real-time pricing and individual asset performance.
3
Monitor Performance Trends
Track your portfolio's performance over time with interactive charts. View trends by asset pair and understand your gains/losses.
4
Generate Tax Reports
Create comprehensive tax reports with accurate capital gains, losses, and income calculations. Ready to file with your accountant or tax authority.
