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Stock report

đŸ”” Crypto guide

Read this guide to understand the meaning of the information contained in the Stock Report.

The Stock Report provides a true snapshot of the financial position on a specific date, accurately detailing the assets held at that precise moment.


Header

On the first page of the report, the following information are displayed from top to bottom:

  • Logo and name of Finbooks

  • Title of the report

  • Date of the request and user email

  • Crypto, indicates the total value of the cryptocurrencies held, expressed in fiat currency

  • Fiat, indicates the total amount of fiat currency held

  • Spam and frauds, shows the total number of tokens labelled as spam and scams

  • At date, indicates the date to which the report refers


Resume of your connections

This page displays a list of connections, showing the name on the left and the balance in fiat currency on the right.


Resume for single connection

Here you will find a list of all tokens/assets present in the specified connection, with details of the following information:

  • Name, indicates the name/symbol of the token

  • Total quantity, indicates the number of token units held as at the report date

  • Unit price, indicates the value of a single token unit as at the report date

  • Fiat equivalent, indicates the equivalent value in fiat currency, calculated by multiplying the quantity by the unit price


Resume by currency/type

In this section of the report the view is divided by kind of asset:

  • crypto

  • fiat

  • spam and frauds

Crypto

Fiat

Spam and frauds

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