REST API v1
Create portfolios, sync on-chain and exchange activity, query gain/loss aggregates, and pull tax-package exports — authenticated with firm-scoped API keys.
For boutique crypto-CPA firms
Portfolio accounting API + firm workspace
Serve mixed-asset clients with programmatic portfolio sync, lot-level gain/loss, Form 8949 exports, and a multi-client firm dashboard — alongside the same close-native books your staff already use.
When to open your workspace
Overview is public. Sign in to create scoped credentials, run sync jobs, and use the practice dashboard.
Open workspace →Portfolio accounting API + firm workspace
Firm workspace
Switch client orgs, review sync history, and download capital-gains schedules from a dedicated firm UI — without provisioning allocation modules for every client.
Books + tax handoff
Operating books, reconciliation studio, and portfolio accounting share one org boundary — CPAs get GL close artifacts and investment tax exports from the same platform.
Who it's for: Boutique firm with crypto-treasury and on-chain clients · Solo CPA building a digital-asset practice on Firm Starter · Family office outsourcing books + lot tracking to a specialist firm
Portfolio accounting v1 endpoints
Authenticate with firm-scoped API keys (Bearer token). Keys are hashed at rest — raw value shown once at creation. See the Developers page for MCP and public REST reference.
- GET/api/v1/portfoliosList client portfolios for your firm org
- POST/api/v1/portfoliosCreate a portfolio with jurisdiction, lot method, wallet addresses
- GET/api/v1/portfolios/[id]/summaryPortfolio totals, lot counts, sync status
- GET/api/v1/portfolios/[id]/gain-lossRealized and unrealized gain/loss aggregates
- POST/api/v1/portfolios/[id]/syncTrigger transaction ingest and lot engine run
Firm workspace UI
The firm dashboard lets your team switch client portfolios, review sync jobs, and download tax-package exports without writing API calls — provisioned with Firm or intelligence-tier access.