Moonie

macOS / Finance

Moonie is an all-in-one portfolio monitoring, analysis, bookkeeping and reporting app designed specifically for cryptocurrency investors and traders. Providing an easy way to document and track all of your crypto trading and transaction activity.

Keeping accurate records of your trading history takes time, effort and patience. Why struggle with all that complex number crunching when Moonie can do it for you?

Simply enter all of your transaction activity and let Moonie do the rest. Calculate unrealised and realised capital gains for a chosen fiscal year. View a timeline of held assets maturing to long-term holds. Generate a variety of customisable reports such as tax year summary, transaction history, current balances, fees paid, gains and holds.

Getting started
• Manage your full transaction history in one place
• Enter trades and transactions with ease
• Incoming, outgoing, trades, transfers and fees
• Import bulk transactions from generic or exchange csv/xlsx files
• Add unlimited transactions for any coin or exchange

Dashboard
• Current portfolio value
• Currency balances and distribution between accounts
• Account values and balances breakdown
• Unrealised and realised gains for a chosen fiscal year
• Long-term / short-term gains split
• Fiat invested and cryptocurrency converted back to fiat
• Optionally view your portfolio in bitcoin (BTC) valuations

Reports
• Portfolio activity summary for a chosen fiscal year
• End of fiscal year or custom date currency balances and values
• Realised and unrealised capital gains for each currency
• Calculate capital gains for each transaction
• Comprehensive gains breakdown for each taxable event
• Short to long-term hold projection for held assets
• Drill down into transaction fees paid
• Export all reports to pdf or csv

Customise
• Support for major local currencies (fiat)
• Fiscal year time period for reporting purposes
• FIFO, LIFO, HPFO and LPFO cost layering methods for calculating gains
• Time period for held assets to be deemed long-term holds
• Optionally include bitcoin valuations along with your local currency

Moonie is developed by Ruff Robot as a costless community project. A unique and complex solution for portfolio monitoring, recording keeping and tax time preparation.

All entered data is stored locally on your computer. With the exception of retrieving current/historical currency prices (optional), Moonie can be used offline for all data entry, editing and report generation.

Let Moonie Crunch Those Numbers!

Please note: Moonie is a standalone bookkeeping application and is not affiliated with any crypto/virtual/digital currency or blockchain platforms. Live/historical currency price data is provided by coinpaprika.com

Quoi de neuf dans la dernière version ?

• Fix ~ Missing live prices now show on the dashboard
• Improvement ~ Moonie now supports 2200+ coins
• Improvement ~ Faster startup time
• Downgrade ~ Historical prices now only available in USD and BTC values