> 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/portfolio-history.md).

# Portfolio History

Make month ends less painful and better monitor the financial health of your treasury over time.

<figure><img src="/files/SUvgu7vkkJQ83BLcMSp5" alt=""><figcaption></figcaption></figure>

DAOs and crypto organisations can use Portfolio History to:

* Get token balances for each point in time (currently available in monthly granularity)
* Get USD equivalents of token balances
* View aggregated data by token category ([stablecoins](https://www.bitcoin.com/get-started/what-are-stablecoins/), [ETH](https://www.coingecko.com/en/coins/ethereum) & [BTC](https://www.coingecko.com/en/coins/bitcoin), and others)
* View aggregated holdings for your entire treasury
* View beautiful graphs to monitor your holdings over time
* Download historical balances in csv format

And because [Coinshift](https://coinshift.xyz/) is multi-Safe and multi-chain, you can get a complete picture of your treasury in one place by consolidating token and USD balances across Safes.

Follow these steps to generate a Portfolio History report:

## **Step 1: Go to the Reports section**&#x20;

Navigate to the **Reports** section on your Coinshift dashboard and select the **Portfolio History** tab.

&#x20;Here, you'll find a list of previously generated reports.

<figure><img src="/files/wk6IWyPtKZ7Oe4oebSM9" alt=""><figcaption></figcaption></figure>

On this page, you can view details for each generated report:

* Report ID
* Created On (Creation Date)
* Created By (name and wallet address of the member who generated the report)
* Parameters (date range, no. of accounts )
* Status (Completed, Processing, or Failed)

## **Step 2: Create a New Report**

To create a new report, click the **Create Report** button. A window will come up where you can select the date range from predefined timelines.&#x20;

<figure><img src="/files/i4AsZlLRIwLXCtxjvGes" alt="" width="364"><figcaption></figcaption></figure>

Set your desired range and click **Create Report**.&#x20;

Once initiated, the report's status will show as **Processing**. When the report is completed (in several seconds) it will be marked as **Completed.**

## **Step 3: Analyse and View Report**

To view a completed report, click the **View Report** option next to the relevant entry. The report displays organisation data at monthly intervals with three viewing options:

* **Overall:** Displays Safe balances in USD over the selected period
* **Tokens:** Shows balances in all held assets (in USD)
* **Categories:** Provides a concise data breakdown into Stablecoins, ETH & BTC, and Others

<figure><img src="/files/y1bgDc5WTBffD1UgbAhM" alt=""><figcaption></figcaption></figure>

{% hint style="info" %} <mark style="color:blue;">A governance/native token breakdown is coming soon.</mark>
{% endhint %}

By default, the report displays balances in USD. Hover over the graph to view the balance at specific points. The bottom of the page provides a more detailed view of each associated Safe's balance across all networks.

### **Step 3.a: Filter data**

You can refine your report data using the following **Filter** criteria:

* Assets (optional)
* Accounts

<figure><img src="/files/2GEeE2Dx5eV1U6OMbH4f" alt="" width="563"><figcaption></figcaption></figure>

Apply any combination of these filters to further customise your report.

## **Step 4: Download the Report**

Click the **Download** button to save the report as a CSV file (with PDF support coming soon) for internal accounting or auditing purposes.

<figure><img src="/files/O71dWb2k5JsvK4b5pOPC" alt=""><figcaption></figcaption></figure>

The report presents a thorough analysis of each token's monthly balances, enabling an in-depth evaluation of token holdings and their respective changes over time.