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How to run a calculation

How to run a calculation

C
Written by Cryptoworth Support
Updated over 2 weeks ago

Note: You cannot run a calculation while data is still syncing. Before running any calculations, make sure all your data sources—such as wallets, exchanges, and third-party platforms—are synced with the platform. This ensures accurate results.

  1. From the Entities page, click on the Entity for which you wish to calculate transactions. This will load the dashboard view.


  2. Navigate to Transactions from the side panel.


  3. Click on the gear icon next to the "Calculate" button to configure your calculation options.


  4. Configure the options to match your preferences (as stated below). Click "Show Advanced Options" to view additional calculation options.



  5. Click on the Calculate button to start running the calculation.


  6. Once the operation completes, navigates to the Reports page from the sidebar.

Note: By default, the platform includes all transactions in the calculation. To include only specific transactions, use the checkbox (blue box) next to the transaction date on the left.

Calculation Mode

  1. Cost Cost Basis FIFO

  2. Cost Basis LIFO

  3. WAC

  4. WAC Perpetual (Tranched)

  5. WAC Perpetual

  6. Cost Basis HIFO

Objective

  1. Trailed: Start

  2. Trailed: Continue

  3. Untrailed

Audit Logs

  • Enable audit logs

    • To learn more, see article on Audit logs.

Connection Level

  • Enable connection level calculation

Advanced Options

  • Calculate tax lots

  • Calculate NFT Cost Basis

  • Asset Base Calculation

  • Recalculate dispositions (Sends and Sells)

  • Recalculate acquisitions (Receives and Buys)

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