📊Monthly Balance Report

The Spot Balance Report helps you track your monthly closing balances across wallets, blockchains, and tokens. It’s designed to give you a clear snapshot of your holdings at the end of each month, making it easier to monitor performance and reconcile records.

What’s Included

Each report provides a detailed breakdown of your balances, including: • Grouped balances by Date + Wallet + Blockchain + Token • Historical fiat price for each token • Unrealized gains/losses during the period • Market value at both the start and end of the month

How to Generate the Report

  1. Navigate to the Transactions page.

  2. Click the Actions button and select Generate Report

  3. Select Monthly Closing Balance.

  4. Select your Start Month and End month

  5. Choose your preferred export format: PDF or CSV.

  6. Submit the request.

Unlock full visibility: Free trials cover the past 3 months, while upgraded accounts give you access to your complete historical reports.

How to Access the Report

  1. Click on the "Past Exports" button from the header

  2. Open the Generated Exports tab.

  3. Check the report’s status.

  4. Once ready, download the file directly.

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