See It In Action

Click each step. See exactly what happens.

→ →

Drop your CSV. We handle the rest.

Auto-detects exchange format, maps fields, classifies every transaction.

Step 1: Select source — CSV or API import

1. Select source — CSV Import or API Import Click to enlarge

Auto-Detection

Select a file. The format is identified instantly — Coinbase, Kraken, Binance, Shakepay, NDAX, Newton, Gemini, and more.

Smart Classification

60+ transaction types recognized and categorized: Exchange, Income, Transfer, DeFi, or Ignored. You review before anything is saved.

Validation

Duplicate detection, field validation, and error flagging happen before data reaches your encrypted database.

Prices fetched. Rules applied. Results verified.

Currency conversion, price population, cost basis calculation, and special rule detection — automatically.

ACB Calculator — UK Section 104 selected, all 4 jurisdictions visible (AU, CA, UK, US), calculation history with gains and losses

1. ACB Calculator — 4 jurisdictions, UK Section 104 pool with same-day and 30-day rules Click to enlarge

Canada: ACB Method

Adjusted Cost Base per CRA guidelines. Superficial loss detection with CRA proration formula (MIN(S,P,B)/S). 50% capital gains inclusion rate.

United States: Full IRS Compliance

FIFO, LIFO, or HIFO — per asset or per account (T.D. 10000, 2025+). Account-by-Account Basis tracking with transfer lot movement. 1099-DA box categorization. Optional wash sale detection (IRC §1091).

Australia: ATO CGT Compliance

FIFO, LIFO, or HIFO lot tracking. Automatic 50% CGT discount for assets held more than 12 calendar months. ATO Q18 netting algorithm for net capital gain. CGT Summary, CGT Worksheet, and Lot Tracking reports.

United Kingdom: HMRC Compliance

Section 104 pooling with same-day rule (S105) and 30-day bed & breakfasting rule (S106A). Two-pass matching algorithm. Annual Exempt Amount (AEA) of £3,000. SA108 Capital Gains Summary and Pool History reports.