Dear Accointing Team
Having spent a considerable amount of time using your platform. I reviewed a lot of platforms and think this one has the most potential. I like to provide some suggestions to improve the user experience.
While helpful, I found this very difficult to use. It would be very helpful if you showed for the specific coin a better tracker.
I would suggest that you help track the evolution of the respective coin better, i.e. when clicking on the coin, instead of taking me to where the mismatch happens, I would rather want to see all the history of the specific coin only. There should also be a column that shows cumulative expected and accounted balance. Having this would help to better track and identify where the mismatch occurred. Because in most circumstances, the mismatch date I am currently shown is not the actual mismatch date and typically a result of a much older not accounted for amount.
I get a lot of small payments on a daily or hourly basis. Not all of them are automatically flagged as income. Currently, I have to go in manually and classify them.
As these payments always come from the same wallet, it would be great to have the ability to set up an automatic classification by specifying the address and currency. Therefore if payment with that combination occurs, the system would then automatically flag them as income.
Please show a performance chart only relating to income. I am interested in seeing what income is generated on my holdings daily, weekly, and monthly basis.
Can you show a chart that only shows my net profits based on the coins currently held? I do not care about the profits that I have withdrawn.
Coin price history
I have some coins that have an incorrect price history. As such, the purchase price used is, e.g. 1000€ while the actual purchase price was 0.005€. It would be great to have the ability to define the purchase price for those circumstances manually.
Add ability to define sell targets for profit and loss for each coin and show the corresponding portfolio amount and profit at the target price. What I like to see is if my portfolio stays within a specific performance range. As I am constantly calibrating my portfolio, it would be great to have better financial stats on a portfolio level and for each coin. A tab showing portfolio statistics would be great, i.e. volatility, correlation to, e.g. bitcoin etc. Also, having the ability to benchmark my portfolio to like bitcoin would be great.
Please show stats by coin asset class, e.g. DEFI, etc., to better see how my holdings are distributed and how my holdings by asset class are performing.
I came across this project and suggest engaging with them to have the ability to get these scores and, as such, see a portfolio risk score. When this is up and running, this should also help to identify fake coins,