WE SOLVE INFINITYComplete History
Every trade, deposit, withdrawal, and fee from every venue and wallet.
CUSTOM SOFTWARE · VIPRASOL
Crypto Portfolio Reconciliation & Tax Automation
We build custom portfolio reconciliation and tax-data automation for active crypto traders, funds, and OTC desks - aggregating trades across exchanges, wallets, and DeFi into accurate P&L, holdings, and accountant-ready reports.
Agreed scope · Reviewable milestones · Documented handover
BUILT AROUND YOUR REQUIREMENTS
Multi-exchange aggregation
Transfer matching
Cost-basis engine
Accountant-ready exports
THE WORK IN PRACTICEWhat we can build
What we can build
with you.
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.
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.
A CLOSER LOOK
Inside crypto portfolio reconciliation & tax automation.
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.
THE DELIVERY PROCESSA clear path from
A clear path from
brief to handover.
We agree the requirements and review working milestones together. The process below is adapted to the systems, testing and operating needs of your project.
- 01
Discovery and Fit
We inventory your venues, wallets, volumes, and reporting requirements.
- 02
Risk and Safeguards
Read-only API keys, data validation, and reconciliation checks against exchange statements.
- 03
Build and Integrate
We build ingestion, transfer matching, and the cost-basis engine for your case.
- 04
Test and Go Live
We reconcile output against known statements until numbers tie, then hand over.
BEFORE WE STARTLet’s define
Let’s define
a useful first version.
Share the workflow you want to improve, the platforms you use and any existing code or examples. We’ll work through the requirements, dependencies and acceptance checks with you before proposing a build.
Each custom project is quoted individually. Hosting, external services and ongoing maintenance are made clear in the agreed scope.
Talk through your requirementsPRACTICAL QUESTIONSBefore we
Before we
get started.
Answers to the questions that help define your project.
Why not just use a retail crypto tax app?
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.
Which venues can you aggregate?
Any exchange with API or export access, EVM and Solana wallets, and major DeFi protocols. We inventory everything in discovery.
Do you give tax advice?
No - we produce accurate, reconciled data and reports. Your accountant or tax adviser applies your jurisdiction’s rules to them.
Is my data safe?
API keys are read-only, the pipeline runs on infrastructure you control, and we sign NDAs before seeing anything.
How is a crypto portfolio reconciliation & tax automation project quoted?
We review your requirements, integrations and delivery scope before preparing a project-specific quote. The proposal sets out the work, milestones and any ongoing costs. Changes are discussed and agreed before additional work begins.
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.
How the work holds together.
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.
LET’S TALK ABOUT YOUR PROJECTWhat would you
What would you
like to build?
Tell us what you need from crypto portfolio reconciliation & tax automation. We’ll work through the scope and next steps together.