Multi-Exchange P&L, Reporting & Tax Data - Automated

Crypto Portfolio & Tax Automation - Every Trade, Every Exchange, One Clean Report.

Crypto Portfolio Reconciliation & Tax Automation by Viprasol — delivered by the same senior team that scopes it. No hand-offs, no surprises.

Audit-ready dataYou own the code30-day support
Start a projectSee how we work
The Short Version

What's included

Retail tax tools break exactly when you need them: high trade counts, many venues, DeFi positions, internal transfers, and edge cases they were never built for. We build custom pipelines instead - pulling complete trade history from every exchange API and wallet, matching transfers so they are not double-counted, computing cost basis by your method, and producing clean P&L, holdings, and export files your accountant can actually use. Built for volumes and complexity where off-the-shelf tools give up. We produce accurate data - your tax adviser applies your jurisdiction’s rules.

Multi-exchange aggregation
Transfer matching
Cost-basis engine
Accountant-ready exports
How we work

No surprises. No handoffs.

Every step below is something we've learned from projects that went wrong. Here's exactly what working together looks like.

1

Discovery and Fit

We inventory your venues, wallets, volumes, and reporting requirements.

Deliverables

  • Venue inventory
  • Volume assessment
  • Report spec
  • Cost and timeline
2

Risk and Safeguards

Read-only API keys, data validation, and reconciliation checks against exchange statements.

Deliverables

  • Read-only access
  • Validation rules
  • Reconciliation checks
  • Data security plan
3

Build and Integrate

We build ingestion, transfer matching, and the cost-basis engine for your case.

Deliverables

  • Ingestion pipeline
  • Transfer matcher
  • Cost-basis engine
  • Report generator
4

Test and Go Live

We reconcile output against known statements until numbers tie, then hand over.

Deliverables

  • Reconciliation report
  • Verified outputs
  • Documentation
  • First-week support
What we build

Built-in from day one

Every engagement includes these as standard — not as add-ons.

Complete History

Every trade, deposit, withdrawal, and fee from every venue and wallet.

Transfer Matching

Internal moves matched so nothing is double-counted as buys or sells.

Cost-Basis Engine

FIFO, weighted average, or the method your adviser specifies.

Live P&L and Holdings

A dashboard of realized and unrealized P&L across everything you hold.

Read-Only by Design

API keys with zero trade or withdrawal permissions.

Numbers That Tie

Output reconciled against exchange statements before handover.

In-Depth Look

A Closer Look at Our Crypto Portfolio Reconciliation & Tax Automation Services

Our crypto reconciliation service solves the problem every active trader eventually hits: nobody actually knows their real P&L across a dozen venues.

We pull complete history from every exchange and wallet, match internal transfers, and compute cost basis by the method your adviser specifies.

Output is reconciled against exchange statements until the numbers tie - audit-ready data, not estimates.

You get the pipeline, a live P&L dashboard, and accountant-ready exports - clarity you own.

Why Businesses Choose Viprasol for Crypto Portfolio Reconciliation & Tax Automation

Built for volumes where retail tax tools give up.

Reconciliation discipline - numbers verified against statements.

Read-only, NDA-covered, on infrastructure you control.

Full source-code ownership, docs, and 30-day support.

Our Methodology

We inventory venues and volumes, set up read-only access, build ingestion with transfer matching and cost basis, reconcile against statements until they tie, then hand over.

Common questions

Things people usually ask

If your question isn't here, just ask us directly — we respond within 24 hours.

They work until they do not - high volumes, DeFi, many venues, and transfer edge cases break them. Custom pipelines handle exactly your situation and can be verified line-by-line.

Still have a question?

Send it directly — we read every message and respond within 24 hours, no auto-replies.

Ask us
Viprasol Tech
Who we are
Available for new projects

Built to do top work. Not to scale for scale's sake.

Viprasol is a specialist technology team with deep roots in trading software, AI systems, and custom product development. We've built algo bots running on live accounts, AI pipelines processing real data, and web platforms handling real traffic — all delivered under our own name, with our reputation behind every line of code.

Most agencies grow by hiring more people. We grew by building smarter delivery systems — AI-powered workflows that let a lean team move with the speed and output of a much larger one. Faster turnaround, fewer errors, a senior expert on every project from first call to final handover.

We're selective about what we take on. Not to be exclusive — because doing fewer things properly is the only way to protect the quality we're known for.

1000+Projects shipped
3+Years of specialist builds
0Junior handoffs — ever

Specialists, not generalists

Trading, fintech, AI, and custom tech. We go deep on what we know rather than wide on everything.

Senior on every project

The person you speak to is the person who builds it. No hand-offs, no juniors assigned to save margin.

AI-powered delivery

Our internal AI systems let a lean team move with the speed and quality of a much larger one.

Start a conversationSee our work
Explore more

You might also need

Services that work well alongside this one.

Portfolio Rebalancing Bot Development

A portfolio rebalancing bot keeps your crypto or asset allocations on target - selling what is overweight and buying what is underweight on a schedule or threshold, while minimizing fees and tax events. We build rebalancing bots with configurable targets, bands, and cost-aware execution.

Explore service

Trading Dashboard Development

A trading dashboard shows your positions, P&L, risk, and bot health in real time. We build custom trading dashboards and analytics - web apps that connect to your brokers, exchanges, and bots so you always know what your capital is doing.

Explore service

Trade Journal Software Development

A trade journal app records every trade and turns it into analytics that show what actually makes you money - by setup, session, instrument, and emotion. We build custom trading journals and performance dashboards that auto-import from your broker or exchange, so you stop guessing and start improving.

Explore service
View all services

Ready to Know Your Real Numbers?

Every venue, every trade, one clean report. Let’s discuss pricing for your project.

Start a conversationView all services
No commitment requiredResponse within 24 hoursYou talk to the person who builds it