The Unrealized Gain/Loss Report in Cryptoworth provides valuable insights into your portfolio’s financial performance. It displays the Cost Basis, Current Value, and Unrealized Gain/Loss based on market values for a selected date. You can view data at the portfolio, asset, or connection level.
Note: To access this report, you must first run a calculation on the Transactions page. If you haven’t done this before, follow our calculation guide.
After Running a Calculation, from the side panel, navigate to the Reports page.
From the menu on the left, expand the Crypto Calculation group, then select Unrealized Gain/Loss.
You’ll see portfolio-level data at the top. Scroll down to view more detailed breakdowns by Assets and Connections by switching tabs.
Connections:
Assets:
If you have connected an app (I.e. Quickbooks), you may sync the report's data to your app by clicking the Sync button and selecting Sync Unrealized Data.
Note: Before syncing to other apps/platforms, ensure you’ve completed Chart of Account Mapping for Unrealized Gain/Loss to avoid misclassification in your accounting platform.
To export your report as a CSV or PDF, click on the Export button, select a preferred file type and click Export again.
Click on the Entity History link.
Click on the Download icon next to your report name and save it in your system.
You can also export reports while on the Reports page by clicking the Report Export History icon near the header (See image).
Click on the Download icon next to the name of your report to download and save it in your system.
