How It Works
Crypto Reports
Get started in four simple steps: upload your trading data, view your complete portfolio, monitor performance trends, and generate tax reports.
Upload Your Trading Data
Upload CSV files from Kraken, Coinbase, NDAX, and more. Our system auto-detects your exchange format.
View Portfolio Summary
Instantly see your total portfolio value, unrealized gains, fees paid, and current holdings with real-time pricing and individual asset performance.
Monitor Performance Trends
Track your portfolio's performance over time with interactive charts. View trends by asset pair and understand your gains/losses.
Generate Tax Reports
Create comprehensive tax reports with accurate capital gains, losses, and income calculations. Ready to file with your accountant or tax authority.
Stock Reports
Search the S&P 500 for portfolios that beat your chosen benchmark, then read the results year by year and on an interactive chart.
Search for a Portfolio
Search for historical high-return stock portfolios based on number of holdings, number of years of history, and benchmark to beat.
Compare Against the Benchmark
View the yearly gains of the portfolio against the benchmark, so you can see exactly which periods it won and by how much.
Explore the Chart
An interactive chart lets you visualize portfolio performance over the years and zoom in to periods of interest.
