Why Are My Holdings Balances Incorrect?

If you notice your Holdings balances aren’t what you were expecting, there are several possible causes for that discrepancy. 

What data contributes to Holdings balances? 

The Holdings page on displays the balances based on a users transaction history. This means that adding transactions with a CSV, or manually adding transactions will change and impact the balances. 

For more information on the data that contributes to your Holdings balances, feel free to check out our article HERE. 

Causes of incorrect Holdings balances

Based on the information above, there are some common reasons that would cause those Holdings balances to be incorrect. 

• Your API or wallet connections haven't been synced in a while or one or more of your connections aren’t syncing correctly. We have articles on how to resolve both of those issues HERE and HERE. 
• Transaction history is incorrect or incomplete
• Flagged transactions, such as missing cost basis
• The platform isn't reporting certain balances over their public API, e.g. staking balances.

If you're unsure of the cause of your incorrect Holdings balances, or if you feel like the cause isn’t one of the issues listed above, feel free to reach out to our Support Team. We’ll happily help you look into any discrepancies.

Still have questions? Send us an email at support@taxbit.com or chat with us using our live chat feature, and we'd be happy to help!

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Holdings Balances

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