How to seamlessly track your historical trading performance and export tax reports directly via MonValute dashboards

Unified dashboard for historical trade data

MonValute aggregates your trade history across multiple exchanges into a single, real-time dashboard. Instead of juggling CSV files from Binance, Coinbase, or Kraken, you connect your API keys once. The platform automatically pulls every executed order, deposit, withdrawal, and swap. This eliminates manual data entry errors and gives you a clean, sortable table of your entire trading history. You can filter by date range, asset pair, or trade type (spot, margin, futures).

The dashboard visualises key metrics: realised P&L, win rate, average holding period, and Sharpe ratio. These calculations update as new trades are recorded. The system also tracks fees paid per exchange, which is critical for accurate tax reporting. All data is timestamped and stored with full audit trails. For traders using multiple strategies, MonValute allows tagging trades by strategy name, so you can analyse performance per approach. Access the platform at https://monvalute.site to start consolidating your data.

Automated cost-basis calculation

MonValute supports FIFO, LIFO, and specific identification methods for cost basis. Once you select a method, the dashboard recalculates your realised gains for every closed position. The system handles complex scenarios like wash sales, corporate actions (splits, mergers), and staking rewards. You can preview the impact of switching cost-basis methods before finalising your tax report.

Exporting tax reports in compliance-ready formats

Tax authorities require specific data structures. MonValute generates reports compatible with IRS Form 8949, HMRC Capital Gains pages, and EU crypto tax frameworks. The export function is one-click: choose your jurisdiction, select the tax year, and the system compiles a CSV or PDF with all required columns (date acquired, date sold, proceeds, cost basis, gain/loss, holding period).

The platform also produces a summary sheet showing total capital gains, allowable losses, and net taxable amount. For traders with DeFi activity, MonValute categorises yield farming, lending interest, and airdrops as ordinary income or capital gains based on local tax rules. These reports are audit-ready and include a transaction hash link for every trade, so you can verify entries on the blockchain.

Integrating external data and multi-user access

MonValute allows manual import of trades from exchanges that lack API support. You upload a CSV, and the system maps the columns automatically. The dashboard also pulls historical price data from CoinGecko and CoinMarketCap to value trades executed on illiquid pairs. For teams or family offices, MonValute supports multi-account dashboards. Each user has role-based access (view only, trader, admin). Tax reports can be generated per account or aggregated at the portfolio level.

FAQ:

How often does MonValute sync my exchange data?

The platform syncs every 30 minutes for most exchanges, with instant sync available on premium plans. You can also trigger a manual refresh at any time.

Can I export tax reports for multiple years at once?

Yes. In the export menu, select the date range covering multiple tax years. The report will be split by year automatically.

Does MonValute handle cryptocurrency forks and airdrops?

Yes. Forks and airdrops are recorded as separate events with a zero cost basis unless you indicate otherwise. You can adjust the cost basis manually if you mined or staked the coins.

Is my exchange API key data encrypted?

All API keys are encrypted at rest using AES-256 and transmitted over TLS 1.3. MonValute only uses read-only permissions for trade history and balance data.

What if I use a tax professional? Can they access my reports directly?

Yes. You can generate a shareable link with view-only access for your accountant. The link expires after 7 days by default.

Reviews

Elena K.

I run a small trading fund and MonValute saved me 10 hours per month on reconciliation. The tax export for HMRC is spot-on. Highly recommend.

Marcus T.

Used to manually track cost basis in a spreadsheet. Switched to MonValute and the difference is night and day. The dashboard is intuitive and the reports pass audit.

Priya S.

As a DeFi yield farmer, I was worried about reporting staking rewards. MonValute categorises them correctly and the export to Form 8949 was flawless.

James L.

I tried three other crypto tax tools. MonValute is the only one that supports my obscure exchange and handles multi-account reporting without extra fees.