Report of all assets as of a given date?

Koinly Support
#1

I’m looking for a report of my assets as of a given date. I couldn’t find a way to generate it. Is it possible to get it from Koinly?

The existing “Balances per wallet” report could be pretty good, but maybe only by accident: it seems to be generated with today’s rates even though the document says “Total wallet value at 30 Jun 2025:…”. I assume Koinly doesn’t have a crystal ball! :wink:

Relatedly, it would be great if the type of report (PDF, CSV) was specified in the dropdown for “pick a report type”.

#2

Hi @hmijail

You can generate the reports with custom dates as explained in How to generate reports for custom dates.

Would you give more details/screenshots explaining what issue you have encountered?

Also, the article below specifies the format of the reports:

Koinly tax reports