$ qubo learn portfolio/06

Keeping clean records

track Portfolio & tax hygienelevel intermediateread 5 min

Clean records save time and errors at the end of the year. A complete record holds, for each operation: date and time, type, asset, quantity, price or value, fees and the platform or wallet.

Most errors come from missing history: an old exchange account, a wallet left out, or transfers that look like sales because their other side is missing.

Read-only API connections import history directly from exchanges, without any right to trade or withdraw. Public wallet addresses can be read from the blockchain the same way.

Exporting a CSV from time to time keeps an independent copy, even if a platform closes or changes its data.

// rule to remember

every operation: date · type · asset · quantity · value · fees · source

// your turn

In Portfolio, check that every exchange and wallet you used this year is connected, then export your transactions to CSV.

Educational content only. Not investment advice. Past data does not predict future results. Risk disclosure