Today's balances snapshot report

The Today’s Balances Snapshot report lets you track the current value of your holdings per asset in Cryptio. This provides a quick view of your portfolio at today’s prices, helping you stay on top of asset performance.

Important:

• Balances are pulled directly from connected sources.

• Exceptions: For CSV imports, BTC xPub wallets, or Coinbase Commerce, balances are calculated from Cryptio transactions instead.

• Always update your selected wallets before running the report to ensure you have the latest transactions.

How to Export a Today’s Balances Snapshot

1. In Cryptio, go to Reports.

2. Select Today’s Balances Snapshot by typing it in the search bar.

   

3. (Optional) Choose an asset.

4. (Optional) Choose a wallet.

   • You can select:

     • Just an asset or just a wallet.

     • Both an asset and a wallet.

     • Leave both blank to include all assets and wallets.

     

5. Click Create to generate the report.

Column Definitions

Here are explanations for some of the more complex columns you may see in the report:

• Average daily price: The opening price for the day, sourced from CoinGecko.

• Assets market value: The balance of the asset multiplied by its average daily price.

Summary

The Today’s Balances Snapshot gives you a simple, customizable way to see the current value of your crypto holdings. By tailoring the columns in your export, you can generate reports that fit your workflow without extra cleanup.