Cryptoworth

A Snapshot report provides a high-level overview of all balances in your portfolio and DeFi positions.

How to Set Up and Use Snapshot Reports

Historical Balance Reports

Accessing Exported Reports

Access crypto accounting, and tax reports, track balances, gain/loss, journals, and snapshots across portfolios and connections.

Reports overview

How to Generate a Statement of Digital Assets (SoDA)

A "Journal Summary" groups journal amounts by classification or GL account. Use it to check where crypto activity goes in your accounting system.

How to Generate and Review Journal Summary Reports

Richard Pasquin

Reports

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