How to connect you Uphold Portfolio to ACCOINTING.com via API, in order to calculate my Uphold taxes?
- Click on this link
- Click on connect button
- Authorize Accointing app
- You will be redirected back and your import will proceed automatically
How to track your Uphold Portfolio?
- After importing all your transactions from Uphold , go to your Overview Page. You’ll get a summary of your entire portfolio.
- Analyse your Uphold historical performance by selecting your preferable time-period, as well as getting a look at total profits or losses.
- Click on the different crypto-assets to review your buy and sell dates. You can also select multiple assets at once to compare their performance during the same timeframe.
Overview of Portfolio’s Tokens Allocations
It’s important to understand your Uphold portfolio allocation and spread (Wallets and Exchanges) as well as get a breakdown of the location of your each of your assets per wallet or per exchange. You can go over each of them individually, or select several wallets and exchanges at once.