Summary Page

Introduction

When you first log in to CoinReporting, you are taken to the Summary page. This page contains a wealth of information about the current state of your company's (or individual's) finances.

Charts

At the top of the page are two important charts. The left chart shows a pie chart of your assets by currency. This is very useful for altcoin investors to understand where there exposure is.

The right hand chart graphs your overall net asset position over time.

Balances By Account

The next section of the page breaks down your current balances by account. At the right hand side is a change column that shows the change in the value of that account.

You can change the loopback period for the change column by changing the values in the dropdown above it.

Recent Activity Feed

We will soon be adding additional information to the Summary page describing recent activity, such as successful or failed imports.