Proceeds tie-out
Open the transaction or sales export from your exchange and type the total proceeds printed on the broker statement you received, per account, with cost basis and the number of sales if the statement shows them. The page adds up your export, shows the difference, and breaks the export down by asset and by month. It explains arithmetic differences only.
The export is read in your browser and stays on this device. Nothing is uploaded.
The file is read in this browser and is not uploaded.
Matched from the header words. Check them and change any that are wrong. With a type column, only sales are added up, and every other row (buys, transfers, rewards, conversions or swaps) is listed and counted; with none, every row is taken as a sale.
Type the figures as they are printed on the statement you received. Nothing is filled in for you.
Export against statement
Export by asset
Export by month
This page shows where the arithmetic differs. It does not say which figure is right or what belongs on a return.
What gets checked
- Total proceeds in your export equal the total typed from the statement; the difference is shown when they do not.
- Every account's proceeds equal the amount typed for it.
- Cost basis in your export equals the amount typed, wherever one was typed.
- The number of sales equals the count typed, wherever one was typed.
- Asset totals re-add to the export total when added a second time in a separate pass, and every sale is under exactly one asset.
- Month totals re-add to the export total when added a second time in a separate pass, and every sale is in exactly one month.
- Every sale was counted once.
- A warning that counts and lists every row that is not a sale (buys, transfers, rewards, conversions or swaps); these rows are not added up.
- Every row with data is accounted for: used, listed as left out (with its row number and the reason), or listed as unreadable. An unreadable row marks the result not verified.
How it works
- Open your export. Drop the transaction or sales export (.csv or .xlsx). It is read in the browser.
- Check the column mapping. Date, asset, proceeds, and, when present, type, quantity, fee, cost basis, and account are matched from the header words and can be changed. With a type column only sales are added up; buys, transfers, rewards, and conversions or swaps are listed with their row numbers and counted, not added.
- Type the statement totals. For each account in the export, type the total proceeds printed on the statement. Cost basis and the number of sales are optional.
- Review and export. The comparison per account, the breakdown by asset and by month, and the verification certificate are shown. Download Excel or CSV, or print.
Worked example
A made-up export with five sales in one account. The broker statement for that account prints total proceeds of $4,889.75.
| Date sold | Asset | Proceeds |
|---|---|---|
| 2026-01-14 | BTC | $1,250.00 |
| 2026-01-28 | ETH | $640.50 |
| 2026-02-03 | BTC | $2,100.00 |
| 2026-02-19 | SOL | $310.25 |
| 2026-03-07 | ETH | $899.25 |
The export adds up to $5,200.00 against $4,889.75 typed, a difference of $310.25, so the result is marked not verified. By asset: BTC $3,350.00, ETH $1,539.75, SOL $310.25. By month: January $1,890.50, February $2,410.25, March $899.25. The breakdown shows the difference is the same size as the SOL total, which sits in February.
The example uses made-up names and numbers.
Questions
Does the tool tell me which number is right?
No. It adds up your export, compares it with what you typed from the statement, and shows where the totals sit by asset and by month. Why two sources differ, and what to do about it, is outside what the tool does.
Where do the statement figures come from?
You type them from the statement you received. The tool does not read the statement, connect to an exchange, or look anything up.
What about fees?
Proceeds are taken as written in the export. Tick the option to take each sale's proceeds as its amount minus its fee when that is how you are comparing.
Which export layouts does it read?
Any .csv or .xlsx with a header row and one row per transaction. Exchanges differ and change their exports, so the tool matches header words, shows its choices, and lets every column be changed.
This tool calculates and checks numbers. It is not legal, tax, or medical advice.