Coinshift
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  • 🌐Welcome
  • About Us
    • 🎦Introduction
    • 👁️‍🗨️Overview
    • 🧱Unified Dashboard
  • Primer & Peaks
    • 👉First Steps
    • 🌟Popular Features
  • Getting Started
    • 🛗Setting up a New Organisation
      • 🤳Request Access
      • 🎫Sign Up
      • 🏢Create a New Organisation
        • 💻Create Organisation from Coinshift Dashboard
        • 🔁Switch Organisations
      • 🗳️Add Accounts (Safes, Wallets, etc.)
        • 💸Add Existing Safes
        • 🗃️Create a New Safe
          • 💰Transfer Assets To Your Safe
    • 🤝Joining an Existing Organisation
    • 💻Logging In
    • 🔔Setup Notifications
      • ⚒️Connect Slack for an Org
      • 🛠️Connect Discord for an Org
      • 🧩Connect Slack for an Account
      • 🤖Connect Discord for an Account
      • 📩Viewing Notifications in Slack and Discord
      • ⏸️Change Account Preferences: Disconnect Notifications
      • 🔏Discord: Adding Coinshift Roles & Bot to private channels
      • ☑️Discord: Check Your Permissions
      • 👾Add Members to Discord Server & Channel
  • How-To Guides
    • 📋How to Add Accounts
    • 👥How to Add Members
    • ❄️How to make a Mass Payout
    • 📱How to interact with DeFi Apps
  • Coinshift Walkthrough
    • 📽️Overview
    • 🚻Users
    • 💹Portfolio Management
      • 💵Token Portfolio Tracking (ERC-20)
        • 🪙Add Additional Tokens
      • 🤖NFT Portfolio Tracking
    • 📈Reporting
      • 🎯Portfolio History
      • 📊Cash Flow Tracker
    • 📱Coinshift Apps
      • AAVE
      • CoW Swap
      • Hedgey
      • 1inch
      • LI.FI
      • ParaSwap
      • Request Finance
      • Superfluid
        • ⏲️Stream Payout
      • Transaction Builder
    • 🗳️Account Management
      • 🚮Remove Account
      • 🆕Add Signers
      • ✂️Remove Signers
      • 🔁Swap Signers
      • 💫Change Safe Name
      • 🎚️Change Threshold
      • ℹ️Adding a Safe as a Non-Signer
      • 🛄Filter A Safe
    • 🎛️Transaction Management
      • ☄️Proposals
        • 📬Proposal Management
        • 🔰Active And Discarded Proposals
      • 🪜Queue
      • 🔎History
      • 🛄Filter Transactions
      • ⏬Export Transactions
      • 🆕Add Labels and Notes
      • ❎On-chain Transaction Rejection
    • 📤Fund Management
      • ❄️Mass Payout
        • 🪙Mass Payout in a Single Token
        • ✨Mass Payout (Multiple Tokens)
        • ⏫Mass Payout via CSV Upload
        • 📑Duplicating Transactions
      • 🔁Recurring Payout
    • 📜Contact Management
      • 🆕Add Contact
      • ✏️Edit Contact
      • 🚮Remove Contact
      • 📝Bulk Import Contact
    • 🏷️Label Management
      • 🆕Add Label
      • ✏️Edit Label
      • 🚮Archive/ Unarchive Label
    • 👤Member Management
      • 🆕Add Member
      • 🚮Deactivate Member
      • 🔎Filter & Search Members
    • 📱Supported Wallets
      • 🔐Hardware Wallet Support
        • ☑️Prerequisite
    • ⚙️Settings
  • FAQs
    • ❔FAQ: General Information
    • ✨FAQ: Onboarding
    • 🔔FAQ: Notifications
    • 🚀FAQ: Transactions & Operations
    • 📱FAQ: Coinshift Apps
    • 🔐FAQ: Hardware Wallets
    • ❓Technical Concerns & Troubleshoot
  • Resources
    • 📖Glossary
    • 🧾Blog
    • 🌈Support and Community
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  1. Coinshift Walkthrough

Reporting

Get real-time insights into the health of your treasury, generate financial reports and increase transparency for your community and investors.

PreviousNFT Portfolio TrackingNextPortfolio History

Last updated 1 year ago

Our goal at is to provide accurate, auditable, and actionable accounting-ready data. Currently, we provide:

As part of our larger reporting feature set, financial managers can get real-time insights into the health of a treasury, generate financial reports, and increase transparency.

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Coinshift
  1. Portfolio History

Get historical token balances for your Safes in seconds, both in token value and USD equivalent.

Monitor all transactions by custom labels, tokens, accounts, and more.

Cash Flow Tracker