Great software, Dario. I've been using the Pro version now for > 1000 trades, 90+ currencies, 9 exchanges and I'm drooling over all the reports. The dashboard is great, the interface is slick, and I keep finding new features where you've already thought of something that I wanted.
For example, I was thinking "hey, it'd be nice if I could multi-edit change all the trades that say "Kraken Ledger" to just "Kraken" so I was going to request this feature... and then I realize you already have it! I just go to the Enter Coins page, use Advanced search, show enough entries, and then shift-select the rows and Edit. Excellent work.
Two things have come up with my daily use of the product that make me want to ask about it here.
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1. How better to research how I did with a specific coin?
Let's say I want to get a better summary of how I did with a specific coin... say, ETH. I know from my memory about when I bought it, how much I paid, when I sold some, when I bought some, etc. I know I can use cointracking reports to get me more info. Here's what I found so far to help me "tell my story" with a specific coin:
- Reporting > Trade List can be used, with a search string of currency type, to see the trade details. This gives me the gory details if I want them, but is too much information for what I'm looking for.
- Reporting > Average Purchase Prices can be used, in two ways. One, it gives me a one-liner of red/white/green of loss/even/gain of my existing coins. At least, I assume it's existing coins and isn't taking in account previous sales. Second, I can click the Balance Details each Currency at the bottom of that page, select ETH, and I can see each transaction. This is more along the lines of what I'm looking for - I can see, for example, that I bought 100 ETH on 2/3/17 at .01068 BTC ($1120 USD) and the value now at .0485 BTC is $5223.54. However, that's for that 100 ETH purchase. All this page lists is purchases, but no sales. According to this page, I've bought so much, but I know I've sold a lot, so it doesn't help me with "my story" since I'd also want to include the sales.
- Charts and Trends > Coin Charts lets me enter in ETH at the top, draw the chart, then click "show my trades beta" at the top, which gives me a neat graph (below). This is very helpful because it shows a timeline AND intensity/volume of trades. But it's missing the numeric details and the underlying data of the story. (also, it looks like deposit/withdrawals are showing up on the graph and maybe shouldn't)
So I guess what I'm asking for is a "Coin Performance" type of report that, for one specific coin, gives the coin chart mentioned above, plus the actions along the way, combining the average purchase price info and the trade details. It'd be nice if there were a table below the graph that showed purchase price (and comparing bitcoin to USD like the Avg Pur Price report does) for the initial purchase, and then each subsequent purchase and sale of that coin. If we can identify the profit made at the time, that would help round out the story (of course, you'll need to determine if you're doing FIFO or LIFO). Then at the bottom, it would total up the current inventory of the coin in a table similar to the average purchase price red/white/green table, showing the current balance and if we're in negative purchase value territory, the current sales value and the profit/loss.
If there's a report that already does this and I missed it, let me know.
https://ibb.co/jZy3rF--
2. would be nice to have expand/collapse on the summary bar
I'm sure I'm in the minority, but I have 93 currencies in my portfolio, and I will probably have 100+ soon. The summary is neat to look at, and I love how it is now, but it'd also be nice if there was a quick expand/collapse grouping for tiers of coins. The immediate tier I can think of is by digits place >10000, >1000, >100, >10, >1. For example, in my portfolio, I first look at the ones that are > 1000 each. I have 4 currencies with more than 1000 USD value and 23 coins that are between 100 and 1000 in value. All the coins between 100 and 10 are noise, and the ones between 10 and 1 are noise and the ones under 1 are noise. These last three are different levels of noise, if you know what I mean. So, it'd be nice to have a +/- toggle in the summary that would go from a summarization to expanding all the currencies like it's displayed currently.
When it's collapsed, the summary line for that group would show # of currencies and the total $ of the currencies. Still keep BTC at the top like you already do.
One suggestion would be to make this a button option at the bottom of the summary like you do the Sorting:, Values: and Coins with Amount = 0 options... and make it sticky so once it's set, it remembers.
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Thank you!