The "Dashboard" page displays a live summary of all digital asset holdings. The page provides quick insights to the change in cost basis and market value over time, which can be filtered in the Overview chart graphic.
Understanding Market Value and Cost Basis
The Market Value is the sum of the current-day price multiplied by the quantity of each asset held. The Cost Basis is tracked at the lot level, and the accounting method for those disposals depends on the method selected during the implementation. The life of the total market value and cost basis can be viewed in a dynamic way in the Overview graphic.
Overview Filters
The Dashboard can be filtered by asset, source, and date and a filter selected will apply to all values on the Dashboard page.
Current Portfolio Balance
The Current Portfolio Balance section allows you to view your total digital asset holdings including their current Cost Basis and Market Value. Applying filters will affect the assets shown in this section.
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Dashboard
TaxBit Accounting Suite Dashboard
Accounting Dashboard