C3Reports and your data50 sec
Your balances in one place
Everything you hold across every account, and your unrealised gains.
Key points
- Worth altogether adds up every account and wallet; cash is shown alongside, not added in.
- An asset with no price today and no known cost is listed without a value, rather than guessed.
- Portfolio value shows your unrealised gain on known costs, and points to coins whose purchase costs are missing.
- An unrealised gain is generally not taxed until you dispose of the asset.
- If a balance looks wrong, reconcile it: missing imports or mislabelled transfers produce wrong base costs.
Chapters
Learn more
- GlossaryUnrealised gain
What a paper gain is, and when it becomes taxable.
- GlossaryRealised gain
The gain that is locked in when you dispose.
- GlossaryReconciliation
How to check your records tie out to real balances.
- FeatureData Completeness Score
Find the history behind any missing purchase costs.
Keep learning
Episode 02
Complete your records, 1 min 29 sec, watched
Read your completeness score, follow the biggest cause, and fix it at the source.
C1Reports and your data
Read your tax report, page by page, 1 min 18 sec, watched
What each page of the Coinfig tax report tells you, and what you do with it.
Episode 01
Link an exchange, 1 min 14 sec, watched
Connect an exchange with a read-only key and let your history sync itself.
Read the transcript
What do you hold right now, across every exchange and wallet?
Balances shows everything you hold, in one place. Worth altogether adds up every account and wallet. Cash is shown alongside, not added in.
Each account has its own card, with the assets it holds. Prefer one list? Switch to the table view. An asset with no price today and no known cost is listed without a value, rather than guessed.
On Overview, portfolio value shows your unrealised gain on the costs Coinfig knows. Where some purchase costs are missing, it says so, and points to the coins affected.
See it all. Check each account. Watch unrealised gains.