Portfolio History For Crypto Treasuries

Coinshift is bringing historical reporting to the Safe ecosystem! Get accurate and auditable historical token balances for your entire on-chain treasury in seconds. Track historical balances and analyze data by categories. Empower your decision-making with downloadable CSV reports for enhanced auditability.

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Bringing History to the Safe Ecosystem

Portfolio History is a major new addition to treasury reporting within Coinshift. Users can now view historical token balances for their entire treasury over the past 12 months! Key features include:

Historical treasury balances in USD for your entire treasury
Historical balances for individual tokens within the treasury
Aggregated balances by three asset categories: stablecoins, ETH & BTC, and all others
Ability to export historical data in csv format, including block number, block timestamp, rate timestamp, and more, for improved auditability

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Key Benefits

Historical Reporting

Consolidated reporting from all your Gnosis Safes, view historical token balances from the previous year, filter data by token, chain, etc., group data by asset type (e.g. stablecoins), and more!

Increased Operational Efficiency

Treasury managers save significant time preparing month-end reporting and reconciling accounts across multiple Safes and chains. CSV exports in auditable format.

Greater Transparency

Project teams and stakeholders can easily track historical performance, view and share yearly and monthly reports, spot key trends, proactively manage their entire treasury.

Testimonials

“Tracking treasury assets over time is a major pain point for DAOs. Being able to quickly generate reports to understand how the composition has changed and see performance with a few clicks is a major productivity boost.”

Billy Welch
Co-founder, Term Finance

“Coinshift’s Portfolio History is a great addition to their reporting dashboard, and is very useful in getting an overview of our historical holdings. We now spend less time going through our various Safes to check prior balances, and is very helpful with periodic reconciliations.”

Arshita Khetan
CFO, Biconomy

Upcoming reporting features include:

COMING SOON

EOA Wallet Support

Currently Coinshift supports Safe (formerly Gnosis Safe) accounts. Soon we’ll add read access to EOA Wallets, including MPC wallets, hardware wallets, and more. Our goal is to integrate all major account types into Coinshift to give our users a more complete overview of their treasury.

COMING SOON

Cashflow Reporting

Track the net flow of revenue and expenses across all your treasury accounts. Closely monitor costs by category, team, account, token, etc. Proactively manage your treasury through Coinshift with real-time insights from your project or business.