Evidence
Client stories
Specific notes from traders who brought dense cryptocurrency lot histories to our Yeouido practice.
“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
“I use the desktop ledger between reviews. What I needed from App Analytics was the year-end schedule with clear notes on three OTC legs we could not price from the exchange alone.”
— H. Park, multi-venue spot trader
“Not everything was flattering: they marked two airdrops as unresolved instead of guessing a cost. That honesty kept me from filing a clean-looking number I could not support.”
— Anonymous, high-frequency altbook
Extended note — four-venue book, late Q4
A Seoul-based discretionary trader approached us in November with fills across two Korean exchanges, one offshore venue, and a cold wallet used for larger holds. Exchange “realized P&L” reports disagreed by a wide margin because internal transfers had been labeled as deposits.
We ran Transfer & Wallet Reconciliation first, then a Tax-Lot Performance Review for January–October. The walkthrough focused on matching rules for partial closes. Delivery included a lot schedule the trader’s adviser could annotate, plus a short list of still-open airdrop rows. The trader booked a Year-End Lot Schedule for the remaining weeks once December exports arrived.