Generate an Unrealized Gain/Loss report to view the difference between the current market value of your crypto assets and their cost basis without realizing the gains or losses.
Use case:
A user preparing quarterly financial statements wants to estimate the potential tax impact of current holdings without executing any trades.
Generate an Unrealized Gain/Loss Report
To generate an Unrealized Gain/Loss report, first calculate your transaction data.
From the side panel, navigate to Transactions.
Click Calculate to run the calculation. Optionally: Click the gear icon to configure calculation settings. For more details, see [How to run a calculation].
In the side panel, navigate to Reports.
Under Crypto Calculation, select Unrealized Gain/Loss.
Use the date picker to select a date for Current Market Values as of, then click Calculate.
Click Export.
Select a report format (CSV or PDF), then click Export again.
Click the download icon next to the Reports header.
Click the download button next to the exported report to start the download.