How to run a calculation

Created by Richard Pasquin, Modified on Tue, 2 Jan at 6:40 PM by William Kinash

Step 1

Before you run any calculations, it's imperative to ensure all your data sources (e.g., wallets, exchanges, third-party platforms) from where you are deriving transaction data are synchronized to the platform in order to provide accurate calculations. You will not be able to run a transaction while data is still syncing.

Step 2

Head to your portfolio screen. (Click to zoom image)

Step 3
Select the portfolio in which you wish to run a calculation in.

Calculations can only be run one portfolio at a time.

Upon clicking the selected portfolio of choice, you will default to the "Home" screen. From there click on the transactions tab.

To select a specific Calculation Mode and Objective, click on the wheel next to the Calculate button.

The calculation will include all transactions automatically. If you would like to calculate specific transactions, select using the blue box next to the date on the left.

Calculation Modes explanation:

Trailed: Start	The system will run a full calculation on the selected transactions and save a trail of the calculation for future use. Use this option when you are running the calculation for the first time.
Trailed: Continue	If you want the system to calculate from the last ending point of the calculation, use this method. This method only works if you have run a calculation previously. Please if you have synchronized data for dates earlier than the last calculated transactions, the system will simply ignore these transactions and continue with the transactions after the last calculated transaction. If you have such transactions, please use the Trailed: Start mode to run the calculation.
Untrailed	If you do not want the system to store a trail of your calculations, then use this method.

After selecting your desired Calculation Mode and Object, you can click "Calculate," and you will be directed to the Reports Dashboard.

Once on the Dashboard, you can now see the results of your calculation and you are able to generate reports based on the available data at hand.

You have now ran a calculation on Cryptoworth.

Step 4

In the event that you run a calculation and there are deviations detected, you will need to address which transactions were affected. Scroll down through the Assets display to see which crypto assets are labelled with the transaction deviations, these events occur when inflows are not matching outflows.

Step 5

To isolate the deviated transactions, head back to the "Transactions" tab.

Step 6

On the Transactions tab, click on the filter button, then under the last line item "Deviation" toggle on "With deviations" and click on the blue "Apply" button to filter and isolate your transaction deviations.

A caution icon will appear identifying the deviation.

For more information on transaction deviations visit: How to Resolve Transactions Deviations