Track Portfolios & Analyze Profit
Administrate your transactions in separate portfolios or groups. Gradually recording your transactions will make it easier for you to provide the necessary documentation if requested. In addition, get an informative view by analyzing profits and losses of your business and trading, and compare yourself to the market benchmark.
Manage Transactions
You can manage your transactions in Data Manager. All imported data will be available and editable in a transactions table. You can assign, unassign, delete, filter, and edit transactions with full flexibility according to your needs.
Handle Taxes
Keeping records of your transactions is essential to providing consolidated reports that are easier to assign in the general ledger. This makes the work easier for your accountant to handle your taxes.
Why to use WhaleBooks
Ease of use
Import of your data is very easy process. Just download the CSV files from your favorite cryptocurrency exchange and upload them to WhaleBooks.
Privacy
We at WhaleBooks value privacy very much. Therefore we do not share your data with third parties. We are helping you to see where you really stand with your transactions.
Clean design
Simple and clear design is a must have if you want to make sense out of your data. With WhaleBooks you will experience just that. Familiar workflow will help you to get the job done quickly.
All your crypto-transactions in one place
Upload and manage transactions from all relevant crypto sites
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Hana Kocourková
www.danehned.czGetting detailed overviews from trades on exchanges will greatly help especially in the processing of tax returns.
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