Of Your Portfolio

Features

The portfolio surface keeps balances, source links and review status in one place for each tax period.

Incomplete assets stay flagged until pricing and classification evidence is ready for advisor review.

Analytics

Advanced Analytics, Understand Business

Portfolio analytics highlight source coverage, realized activity and unresolved evidence gaps without presenting draft data as final tax advice.

Review teams can focus on exceptions, missing prices and classification changes before report preparation.

Coin Allocation

Allocation views help compare assets, wallets and exchanges while keeping valuation evidence tied to its source records.

Draft balances are clearly separated from reviewed evidence until the reconciliation gate is complete.

portfolio

My Crypto Portfolio summarizes reviewed positions, open source issues and valuation gaps for the selected period.

The portfolio remains a review workspace until required evidence and advisor handoff checks pass.