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CryptoTrader

From source selection to transaction review and tax reports.

FintechWeb applicationsDashboards2022
CryptoTrader

The CryptoTrader concept shows a web application for importing crypto activity, reviewing transactions, and viewing tax reports. The provided screens connect source selection, transaction filters, tax-period summaries, and a dashboard.

My Transactions — source tabs, transaction table, and filters.

My Transactions — source tabs, transaction table, and filters.

Transaction details in one view

The concept shows asset, source, amount, type, description, and timestamp in one transaction table. A side panel groups exchange, asset, tax-season, date, and transaction-type filters.

Tax Reports — period selection, summary figures, and a long-term gains table.

Tax Reports — period selection, summary figures, and a long-term gains table.

Tax periods and report detail

The concept shows tax-year cards above income, capital-gains, and transaction summaries. Report tabs separate the visible categories, with acquisition dates, cost basis, proceeds, and gain or loss in the table.

Dashboard — value chart, transaction summary, tax checklist, and report downloads.

Dashboard — value chart, transaction summary, tax checklist, and report downloads.

An overview beside the next tasks

The dashboard concept places a value chart and transaction summary above a tax checklist and report-download list. Help and tax-professional invitation cards appear alongside these panels.

Our approach

Show the workflow

The source-selection screen displays Import, Classify, Review, and Reports as a four-step sequence.

Organize detailed information

The transaction and tax-report screens use tables, tabs, and grouped filters to present the visible data.

Pair summaries with tasks

The dashboard groups chart summaries with a checklist, downloadable reports, and help controls.