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Cryptocurrency

Digital assets, sovereign keys, on-chain networks & liquidity

Volatile by design — track cost base meticulously, know the tax rules, and size positions your plan can survive.

Portfolio Tracker CGT Logger Staking Income Volatility Analyser Position Sizing Wallet Register

Crypto Portfolio Tracker

Holdings Engine

Interactive Cost Base Ledger
Holdings
BTC / ETH / altcoins AUD cost base Unrealised P&L
Quick guide Record every acquisition: date, asset, quantity, AUD price paid. The ATO treats crypto as a CGT asset — your cost base is your AUD cost at the time of purchase.
Total Cost Base: AUD $23,750.00
Current Value: AUD $26,250.00
Unrealised P&L: AUD +$2,500.00 (10.53%)
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CGT Event Logger

Tax Compliance Engine

Disposal Tax & Discount Estimator
Tax
Net taxable gain 12-month discount
Quick guide Every sale, swap, or use of crypto to buy goods is a CGT event. Log each disposal and calculate the net gain after the 50% discount (if held over 12 months).
Gross Capital Gain: AUD $15,000.00
Discount Applied: AUD $7,500.00
Net Taxable Capital Gain: AUD $7,500.00
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Staking & Yield Income Tracker

Yield Framework

Yield Revenue & Ordinary Income Ledger
Income
Ordinary income Cost base of rewards
Quick guide Staking rewards are ordinary income taxed at your marginal rate on the AUD value at receipt. The cost base of those rewards is that same AUD value.
Assessable Ordinary Income: AUD $6,300.00
Estimated Income Tax Liability: AUD $1,890.00
New Token Cost Base Pool: AUD $6,300.00
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Volatility & Drawdown Analyser

Risk Modeling Engine

Stress-Testing & Capital Drop Modeler
Risk
Max drawdown % Risk capacity check
Quick guide Bitcoin has experienced drawdowns exceeding 80% multiple times. Enter your position size and model the portfolio impact of an intensive market crash.
65% Drawdown Target
Peak-to-Trough Value Loss: AUD -$32,500.00
Remaining Capital Equity: AUD $17,500.00
Required Gains to Break Even: +185.71% Gain
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Position Sizing Tool

Risk Sizing Architecture

Risk Management Position Sizer
Sizing
Portfolio % Max position AUD
Quick guide Size crypto positions based on portfolio percentage and maximum loss tolerance. Most risk frameworks cap crypto at 5–10% of total assets due to high correlation.
Maximum Allocation Cap: AUD $25,000.00
Framework Compliance: Optimal Range (≤ 5%)
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Wallet & Exchange Register

Estate Security Registry

Secure Cold & Exchange Asset Inventory
Security
Self-custody Cold storage
Quick guide Maintain a secure record of all wallets and accounts (never store private keys online). Include details for estate planning so executors can access assets.
Estate Security Health State: Audited & Confirmed Active
Registry Tag [Hardware Cold Vault Alpha] classified under Hardware Wallet. Metadata stored.
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