> For the complete documentation index, see [llms.txt](https://docs.coinshift.xyz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coinshift.xyz/business/coinshift-walkthrough/reporting.md).

# Reporting

Our goal at [Coinshift](https://coinshift.xyz/) is to provide accurate, auditable, and actionable accounting-ready data. Currently, we provide:

<table data-view="cards"><thead><tr><th></th><th></th><th align="right"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><ol><li> <mark style="color:blue;"><strong>Portfolio History</strong></mark></li></ol></td><td>Get historical token balances for your Safes in seconds, both in token value and USD equivalent.</td><td align="right"></td><td><a href="/pages/Jh6tfP3LajfrgVBtUxuC">/pages/Jh6tfP3LajfrgVBtUxuC</a></td></tr><tr><td><ol start="2"><li><a href="/pages/hNidwqHIUz1qyMOiWPfW"> <strong>Cash Flow Tracker</strong></a></li></ol></td><td>Monitor all transactions by custom labels, tokens, accounts, and more.</td><td align="right"></td><td><a href="/pages/hNidwqHIUz1qyMOiWPfW">/pages/hNidwqHIUz1qyMOiWPfW</a></td></tr></tbody></table>

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.