Analysis
Tax-Lot Performance Review
A structured reconstruction of acquisition lots, disposition matches, and realized contribution for active cryptocurrency books.
Who this is for
Discretionary traders, prop operators, and desk principals who execute frequently enough that exchange “average cost” exports no longer describe what actually happened. If you move size across Korean venues and offshore books, this review builds a lot inventory you can defend in a tax or risk conversation.
What you receive
- A reconstructed inventory of acquisition lots from fills, deposits, and internal transfers you provide
- Disposition matches for the agreed review window, with notes where matching rules were ambiguous
- Realized performance attribution by venue, holding window, and major asset groups
- A written findings memo suitable to share with your tax adviser (we do not file returns)
What is excluded
We do not prepare tax returns, provide legal opinions on Korean crypto tax statute, or reprice historical fills against third-party market data unless that data is in your package. Advisory on trading strategy is out of scope.
How the work runs
- Intake — You send venue list, export formats, wallet addresses involved in transfers, and the review period.
- Rebuild — We assemble lots and flag gaps (missing intermediate transfers, unpriced airdrops, incomplete fee rows).
- Walkthrough — One live session (video or on-site near Yeouido) to confirm matching choices.
- Delivery — Lot schedule, attribution tables, and the findings memo.
Duration and location
Most books with two to four venues settle in ten to fifteen business days after complete exports arrive. On-site sessions are available at our Yeouido office by appointment; remote sessions are the default for overseas desks.
Preparation
Export trade history with fees, deposit/withdrawal logs, and any internal transfer notes. Label wallets that belong to the same economic book. If you already use Crypto Portfolio Desktop from the Microsoft Store, include its lot export — it shortens rebuild time.
Pricing basis
Reviews start at ₩2,800,000. Dense books (many wallets, OTC legs, or more than ~3,000 fills in the window) are quoted after intake. A deposit of 40% confirms the schedule; the balance is due on delivery.
Next step
Request a Tax-Lot Performance Review and include your venues and approximate monthly fill count.