WhaleBooks
Crypto taxes and portfolio in one application·everytrade.io
WhaleBooks is a cryptocurrency accounting and portfolio-tracking platform that imports transactions from exchanges, wallets and blockchain addresses via API or CSV. It calculates gains using FIFO, LIFO, HIFO or AVCO cost basis methods, runs checks for duplicates and errors, and produces a TAX Statement PDF plus an accounting report export for Pohoda and ABRA Flexi. It serves individual investors, traders, crypto companies and accountants managing multiple clients.
What it's for
Features 15
- Accounting report XLSX for Pohoda and ABRA Flexi
- API access for third-party data exchange
- Automatic application of holding-period and exemption rules
- Automatic hourly sync of connected exchanges
- Bitcoin (including xpub), Ethereum, Litecoin and Solana address tracking
- Chart of Accounts management (preview on some plans)
- Duplicate, negative balance and unit price checks
- FIFO, LIFO, HIFO and AVCO cost basis methods, switchable
- Full edit history of changes
- Import from 40+ exchanges and wallets via API or CSV
- Multi-organization management (up to 10 client organizations)
- Portfolio dashboard with acquisition cost, market value and unrealized profit/loss
- Pre-Accounting posting tools
- Stock/equity transaction tracking alongside crypto
- TAX Statement PDF for tax returns
At a glance
Integrations
Pricing
Paid plans (Personal, Company, Accountant) are billed as an annual charge ($110, $680 and $1,360 per year respectively); no month-to-month price is shown. Prices do not include local taxes. Enterprise is a quote-based, on-premise plan.
Without Capacity Upgrade
500 transactions, 1 organization
Most popular plan; billed annually at $110/year
50,000 transactions, 1 organization
Billed annually at $680/year; capacity upgrades discounted 5%
500,000 transactions, 3 organizations
Billed annually at $1,360/year; capacity upgrades discounted 10%
1,000,000 transactions, 10 organizations
Quote-based; contact sales
Flexible limits and scaling, high performance for millions of transactions
5% off capacity upgrades on the Company plan