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. Open your workspace 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.