Tax-Lot Performance Review
A structured reconstruction of acquisition lots, disposition matches, and realized contribution for active cryptocurrency books.
App Analytics
Lot-level performance reading for traders who move size across exchanges and wallets every week.
Cost basis is not a single number
High-volume cryptocurrency books accumulate overlapping lots, partial fills, and transfers that flatten poorly in exchange exports. We reconstruct acquisition lots, match dispositions, and attribute realized performance without burying the detail that matters for tax and risk conversations.
Our Seoul practice works with discretionary traders and desk operators who need a stable reading of what each lot contributed — not a smoothed equity curve.
See how a review runs
What you can request
Each engagement is scoped around your lot history, venue set, and filing calendar — not a product tour.
Transfer & Wallet Reconciliation
Trace coins across self-custody wallets and exchange deposits so acquisition lots stay attached to the correct economic book.
Year-End Lot Schedule
A filing-season lot schedule and realized summary for the calendar year, built for traders who need clean schedules for their adviser.
Flagship
Tax-Lot Performance Review
A structured walkthrough of your acquisition lots, disposition matches, and period performance for books that trade frequently across Korean and offshore venues.
- Lot inventory rebuilt from fills and transfers
- Realized contribution by venue and holding window
- Written findings you can take to your tax adviser
From recent engagements
“They caught a transfer chain between two wallets that my exchange CSV treated as a fresh buy. That single fix changed how my Q3 lots lined up.”
— Min-jae K., discretionary futures trader, Seoul
“The review took longer than I hoped because our fill history was messy — but the lot schedule they delivered was the first one my accountant did not send back.”
— Elena R., prop desk operator
From the journal
12 Mar 2026
When an exchange deposit is not a new lot
Transfers labeled as deposits silently reset cost basis. How to spot the pattern before you trust a realized P&L export.
28 Jan 2026
Specific identification when fills arrive in fragments
Partial closes and iceberg-style fills make lot selection harder. A practical way to keep identification defensible.
5 Nov 2025
Building a year-end lot schedule without average-cost shortcuts
Filing season rewards clean lot schedules. Why average-cost summaries fail active books and what to assemble instead.
Bring your lot history
Tell us which venues you trade, how dense your fills are, and when you need the findings. We reply within two business days.
Request a review