Friday, August 24, 2018

I will generate a detailed report that clearly summarizes investment history (Includes tax report)

I will generate a detailed report that clearly summarizes investment history (Includes tax report)












About:

Upon receipt of your most up to date csv files, I will provide an investment summary and tax report.

The Investment Summary Will Include: 

  1. Balance by Currency
  2. Realized Gains/Losses
  3. Unrealized Gains/Losses
  4. Historical Graphs
  5. Trade Statistics 
  6. Fee Summary
  7. Investment Timeline
  8. AND MORE!

Graphs, charts and other visuals will be included!


The Tax Report Will Include:

  • Capital Gains Report
  • Income Report
  • Gift/Donation Report
  • Lost/Stolen Report
  • Closing Position Report
  • Tax strategy and consulting support based on the findings of the trade analysis to minimize tax liability. 

Available across various exchanges using First-in-First-Out or Last-In-First-Out methods.

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