Lumina FAQs

There are 2 items that need to be integrated to Lumina from your Binance account.

Generate an API Key and paste it into Lumina.

If needed, download Trade History CSV reports and upload them to Lumina.

API Key

Go to your Binance user settings by hovering over the top right silhouette icon and clicking Account.

If you haven't yet done so, click Enable under the API section. Then click API Setting.

Create a new API Key by creating a label and clicking the Create New Key button.

An email will be sent to you with a link to create the new API Key. Click on the link to view your API Key and Secret, and then click Edit and check Unrestricted for the IP address restriction.

Copy your API Key and Secret to Lumina.

Download Trade History CSV

On Binance, click on Orders from the top menu bar, and select Trade History.

Click on Export Complete Trade History at the top right corner.

Upload your CSV file to Lumina.

There are 2 items that need to be integrated to Lumina from your Poloniex account.

Generate an API Key and paste it into Lumina.

Download Trade History and Deposit/Withdrawal History CSVs and send it to Lumina.

API Key

To generate a new API Key on Poloniex, please follow these steps:

Open the API Keys page by clicking the settings icon and clicking API Keys.

Click the Create New Key button.

Enter your two-factor authentication code if necessary.

A verification email will be sent to you, confirm the new API Key.

Back on Poloniex, deselect the Enable Trading and Enable Withdrawals checkboxes of the new API Key.

Copy your API Key and Secret to Lumina.

If a CSV file is needed,please follow the steps below to download the file(s).

Download Trade History CSV

To download a CSV file containing Trade History:

On Poloniex, open the tab Orders and then click on My Trade History & Analysis in the top menu bar.

Click on Export Complete Trade History in the top right corner.

Save the CSV file on your computer and upload to Lumina.

Please note: if you have lending or borrowing activity on Poloniex where a CSV is required, please select the appropriate option in Step 2.

Download Deposit/Withdrawal History CSV

To download a CSV file containing Deposit and Withdrawal History:

On Poloniex, open the tab Balances and then click on History in the top menu bar.

For Withdrawals, click on Export Complete Withdrawal History in the top right corner. For Deposits, click on Export Complete Deposit History.

Save the CSV file on your computer and upload to Lumina.

There are 2 items that need to be integrated to Lumina from your Bitfinex account.

Generate an API Key and paste it into Lumina.

Download CSVs of historical trades, orders, and ledger activity and send it to Lumina.

API Key

On Bitfinex, open the API ( https://www.bitfinex.com/api ) page by hovering over the User Settings silhouette icon at the top right and clicking API.

Click Create New Key.

Create a label for the API Key.

Keep the default permissions unchanged, with all read permissions checked. Do not check any write permissions.

Click Generate API Key.

An email will be sent to you with a link for verification. Follow the link to access your new API Key.

Copy your API Key and API Secret to Lumina.

Download a Historical Trades CSV

On Bitfinex, click onReportsin the top right corner.

For trade data, click Tradesunder Trading.

On the top left corner click the calendar icon, and then Custom to select a date range that includes all of your data.

Click on View and then the Export button.

An email will be sent to you with the data in a CSV format.

Save the CSV file to your computer and send it to Lumina.

Download Withdrawal & Deposit CSVs

On Bitfinex, click onReportsin the top right corner.

For withdrawal data, click on Withdrawals under Movements.For deposit data, click on Deposits under Movements.

On the top left corner click the calendar icon, and then Custom to select a date range that includes all of your data.

Click on View and then the Export button.

An email will be sent to you with the data in a CSV format.

Save the CSV file to your computer and send it to Lumina.

There are 2 items that need to be integrated to Lumina from your Bitmex account.

Generate an API Key and paste it into Lumina.

Download CSV of historical activity and send it to Lumina.

API Key

On BitMEX, open the API page by first clicking on your email in the top right corner. Then, click Account and Security, and on the left sidebar, click API Keys.

Create a label for the API Key.

Leave Key Permissions and CIDR blank, and Withdraw unchecked.

Click the Create API Key.

Copy your API Key and Secret to Lumina.

Download Trade History CSV

On Bitmex, click onAccount from the top menu bar.

From the left menu, click onTrade History under History.

Click onSave as CSV button on the top right corner.

Send the CSV to Lumina.

There are 2 items that need to be integrated to Lumina from your Bitstamp account.

Generate an API Key and paste it into Lumina.

Download CSV of historical activity and send it to Lumina.

API Key

On Bitstamp, click Account from the top menu bar.

Select the Security tab from the left menu, and then click the API Access subcategory from the dropdown.

Click New API Key in the top right corner to create a new key.

From the new page, leave all sections under Generate New API Key blank. Under Permissions, ensure Account Balance and User Transactions permissions are enabled by toggling them to green. Leave all other permissions disabled.

Click Submit.

Activate the key you just created by clicking the green Activate button under Actions.

An email will be sent to you with a link for verification. Follow the link to access your new API Key.

Copy your API Key, API Secret, and Bitstamp user ID to Lumina.

Download Historical Data CSV

On Bitstamp, open the Transactions page by clicking Account from the top menu bar and Transactions.

Click on Export and then on the Export All button to save the CSV file to your computer.

Upload the CSV file to Lumina.

There are 2 items that need to be integrated to Lumina from your Kraken account.

Generate an API Key and paste it into Lumina.

Download CSVs of historical trades and ledger activity and send it to Lumina.

API Key

To generate an API Key, please follow these steps:

On Kraken, go to your API Keys page by clicking your username at the top right, clicking Settings, and then selecting the API tab.

Click Generate New Key.

Enable permissions for Query Funds, Query Closed Orders & Trades, and Query Ledger Entries.

Click Generate Key.

Copy your API Key and Secret to Lumina.

Download a Historical Trades CSV

To download historical trade data as a CSV, please follow these steps:

On Kraken, click on History and then Export.

Select Trades from the dropdown and a time period that includes all your trades.

Click on Select All from the Field Checkbox.Please ensure you have selected Trades from the dropdown.

Click Submit, wait a few seconds and click on Download (you may have to refresh the page to see the Download Link).

Unzip and send the CSV file to Lumina.

Download a Ledgers CSV

To download historical Ledger data as a CSV, please follow these steps:

On Kraken, click on History and then Export.

Select Ledgers from the dropdown and a time period that includes all your trades.

Click on Select All from the Field Checkbox.Please ensure you have selected Ledgers from the dropdown and not Trades.

Click Submit, wait a few seconds and click on Download (you may have to refresh the page to see the Download Link).

Unzip and send the CSV file to Lumina.

There are 3 items that need to be integrated to Lumina from your Bittrex account.

Generate an API Key and paste it into Lumina.

Download a CSV of historical trades and upload it into Lumina.

Request a CSV of deposit/withdrawal history and upload it into Lumina.

API Key

To create an API Key for Bittrex, please follow these steps:

On Bittrex, go toSettingsfrom the top menu bar and click on theAPI Keystab.

ClickAdd New Key.

Only enable theRead Info permission for the new key.

ClickSave.

Copy your API Key and Secret to Lumina.

Download a Historical Trades CSV

To download a CSV for your Order History, please follow these steps:

On Bittrex, go to Orders from the top menu bar and click onDownload History.

Save the CSV file to your computer and upload to Lumina.

Request Deposit/Withdrawal History CSV

Please note that the Bittrex export data does not include any deposits/withdrawals. To request for a full history of trades, deposits, and withdrawals data, please file a support ticketwith Bittrex support by clicking Submit a Request in the top right corner. Fill in information as follows:

Select General Support Request.

Enter your email address associated with your Bittrex account.

Enter "Request for Deposit/Withdrawal Data" for the Subject.

Enter

"Hi Bittrex support,

For my account (enter email address here), is it possible for you to generate (1) a deposit history report (2) a withdrawal history report and (3) an order history report for me for ALL activity since the beginning of time?

(1) For deposits, can you please include the following columns?

`Id,Currency,Amount,Confirmations,LastUpdatedDate,TxId,CryptoAddress`

(2) For withdrawals, can you please include the following columns?

`PaymentUuid,Currency,Amount,Address,OpenedDate,Authorized,Pending,TxFee,Canceled,TxId`

(3)For Trades, Option 1:'OrderUuid, Exchange, Type, Quantity, Limit, CommissionPaid, Price, Opened, Closed'

For Trades, Option 2:

'Uuid, Exchange, TimeStamp, OrderType, Limit, Quantity, QuantityRemaining, Commission, Price, PricePerUnit, IsConditional, Condition, ConditionTarget, ImmediateOrCancel, Closed'

These report formats hopefully are standard, for past Bittrex customer support interactions were able to accommodate the ask.

Many thanks!"

as the Description.

Click Submit.

here.

Additional guidance on how to file a support ticket on Bittrex can be found

You can update your password in thePersonal Settingstab under Account.

Any current logins with this account to Lumina will be instantly logged out when your password is changed.

To manually add historical records to your Lumina account or for trade and/or custody venues Lumina does not currently support, please upload a CSV file. A separate CSV file should be prepared and uploaded to Lumina per each individual Connection (ie. OTC Desk A). Please do not combine or co-mingle data from different Connections.From the Wallets & Accounts side tab, open the Add Wallet/Account page. Select CSV Upload, and follow the formatting instructions provided.

If you are a fund administrator, auditor, RIA, etc., Lumina offers the ability for you to create separate Organizations for each client so you can upload their data. Please follow the steps below for each separate client:

Once you are logged into Lumina, open the dropdown menu from the top left corner beside your Portfolio name. Click Create New Organization, choose a name for this new Organization, and click Add Organization. Once the new Organization is created, open the dropdown menu again and click the gear icon beside the newly created Organization. This will bring you to the settings page of this Organization.

Click on Invitations to invite your clients. Complete the required information and enable Admin access for the Role. Once you click Invite, your client will receive an email that requires them to accept the invitation.

here

They will then need to create an account on Lumina if they don't already have one, or log in to an existing Lumina account.

They will now be ready to upload their data into Lumina, which will also be accessible by you. For guidance on adding Wallets/Exchanges, click .

If your device is lost, stolen, or erased, you will need to manually enter your 16-digit Authenticator Secret Code in the Google Authenticator application to regain access to your account. Please do not share this code with anyone. Lumina will never ask you for this code, so please be weary of potential phishing scams.

Users of Lumina are classified as either a Member or an Admin role. A "Member" will not have access to the Organization Settings page, and by extension cannot add additional portfolios or users. "Admins" will have access to all parts of the account and be able to add additional portfolios or users.

The IRS released a guide on virtual currencies in 2014. Highlights include:

Cryptocurrencies are regarded as personal property and are taxed as capital assets. They are not considered to be a currency.

Selling cryptocurrency for fiat currency (e.g. USD) or using it to purchase goods or services are subject to capital gains tax.

Mined cryptocurrency is taxable as income at their fair market value at the time they are obtained.

Mining equipment qualifies as a deduction for a business expense.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Tax laws vary based on your country/jurisdiction. Cryptocurrencies are considered to be capital assets in most countries, which are subject to capital gains taxes if the asset appreciates in value and you sell/trade/use it for profit. If you sell/trade/use the assets at a loss when the asset depreciates in value, you may be able to reduce your taxes by claiming the losses against other capital gains.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Any fiat currency or cryptocurrency earned by US citizens and residents anywhere in the world is taxable and subject to a worldwide income tax. Additionally, states may have their own additional tax regulations around cryptocurrency.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Earning cryptocurrencies are usually considered as a barter transaction in most countries, meaning you would be taxed as if you had received the fiat currency value of the cryptocurrency as income.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Generally, the giver is not subject to tax unless it meets the threshold for a gift tax. The receiver will take on the cost basis of the cryptocurrency from the donor in additional to any taxable income that may be relevant.

However, there is an exception if the donor' basis was higher than the market value of the bitcoin at the time of the gift, such that there was a capital loss on the coins at the time of transfer. In this case, the receiver should recalculate the capital gain/loss using their basis as the market value of the coins on the date of transfer. If there is still a loss, then the receiver shall adopt the market value on the transfer date as the cost basis. If there is a capital gain, US tax law states to ignore the gain and report nothing. This method prevents people from sharing capital losses between friends.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Yes, trading cryptocurrency within an exchange is still taxable. The taxable event is selling the cryptocurrency, rather than cashing out of an exchange with fiat currency.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

A wash sale is a sale of a security at a loss and repurchase of the same or substantially identical security 30 days before or after. Wash sale regulations prevent people from claiming losses in one tax year and immediately buying back into the stock the following tax year. You can still make the sale, however you will not be able to deduct the capital loss.

Since the IRS regards cryptocurrencies as property rather than stocks and securities, wash sales are not calculated/applied by Lumina. Please consult a tax professional for more information.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

In the US, the IRS currently does not have any specific guidelines for capital gains calculation methods. Lumina offers the ability to specify the accounting method used to calculate capital gains per portfolio, which can be changed in your Portfolio Settings. The methods we offer are First-in-First-Out, Last-in-First-Out, High-In-First-Out, Low-In-First-Out.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Always pay all your applicable taxes, including taxes related to your cryptocurrency. There is a good chance you will get caught for trying to evade taxes, and governments can impose retroactive penalties on you for this behavior.

The IRS has recently reminded taxpayers that income from virtual currency transactions is reportable on their income tax returns.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Guidance issued by the Australian Tax Office specifies that virtual currencies are subject to capital gains tax (CGT) when the asset is disposed, such as sold, traded or used to purchase items. You will make a capital gain if the value of the asset at the time of disposal is more than the value of the asset upon acquisition.Note: if you are a professional trader, then trading stock tax treatment may apply instead of capital gains tax treatment. Personal Use Assets: Cryptocurrency can be a personal use asset if it is kept or mainly used to purchase items for personal use or consumption, usually acquired and used within a short period of time. Cryptocurrency is not a personal use asset if it is used mainly as an investment, used to generate profit, or used in the course of carrying on a business. Capital gains or losses from the disposal of personal use cryptocurrency may be disregarded.Cryptocurrency as an investment: If cryptocurrency is held as an investment, you are not entitled to the personal use asset exemption. You may be entitled to the CGT discount to reduce the capital gain. If you have a net capital loss, it may be used to reduce a capital gain in later years. Businesses: Cryptocurrency held for sale or exchange in the ordinary course of business follows trading stock rules instead of CGT rules. Proceeds from the cryptocurrency are taxed as ordinary income, and related costs are deductible.Loss or theft of cryptocurrency: to claim a capital loss on lost or stolen cryptocurrency you must be able to provide the following kinds of evidence:

When you lost the private key

The wallet address

Cost you incurred to acquire the cryptocurrency

Amount of cryptocurrency in the wallet at the time of loss

You had control over the wallet or have possession over the hardware that stores the wallet

Transactions from an exchange to the wallet is linked to your verified account

Forks: No income is incurred in the event of a cryptocurrency fork. The cost basis is $0 and capital gains will apply at the disposal time of the coin(s). If the forked coin is held by a business, it will still be treated as a trading stock. The asset must be brought to account at the end of the income year.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

The method for reporting mined cryptocurrency depends on if you are classified as a hobbyist or self-employed (business) miner under the IRS. Some measures to determine which group you are in include:

Whether you expect to make a future profit from the appreciation of the assets

Whether the activity makes a profit and how much profit it makes

If you will change your method of operation to improve profitability

If you depend on the income for livelihood

A more complete list of guidelines can be found here.

Hobbyists report income on line 21 (other income) of the Form 1040 Schedule 1. Expenses directly related to the mining will be reported on a Schedule A form. Self-employed business miners report income and expenses on a Schedule C form, and income is subject to a 15.3% self-employment tax.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

If you donate cryptocurrency to an IRS-recognized tax-exempt charity, you will not need to pay capital gains and can deduct the fair market value of the cryptocurrency on the date of donation.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

The amount of tax you pay on your cryptocurrency gains depends on how long you have held the coins for and your ordinary tax rate.

Coins you have had for one year or less are short term capital gains. The gains are added to your income and you are taxed at your ordinary income tax rate.

Coins you have had for more than one year are long term capital gains and are taxed between 0-20%, in accordance with your ordinary income rate. For more detailed information on short and long term capital gains see here.

For high income individuals, you may also be subject to an additional 3.8% Net Investment Income Tax (NIIT).

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Cost basis is determined by the fair market value of the coin or fiat currency being paid at the moment of the transaction.

For pricing, Lumina uses CryptoCompare for:

Real Time Pricing Source: used to compute near real time aggregate portfolio values.

Transaction Pricing Source: used for cost basis and proceeds computation at the time of transaction.

Transaction Fallback Pricing Source: used for cost basis and proceeds computation at the time of transaction when the transaction pricing source doesnt have pricing data for a specific asset. For example, if Lumina doesnt have pricing data for an altcoin-to-altcoin transaction at an OTC venue, the system will fallback to the specified pricing provider.

Crypto Fiat Pricing Source: if the BTC-to-Fiat trading pair or ETH-to-Fiat trading pair is not available at the trading venue, the system will fallback to the specified pricing provider.

The Reporting Pricing Source used for reconciliation reports can be from either CryptoCompare or CoinMarketCap. This setting can be changed by an Admin in Portfolio Settings.

The Canadian Revenue Agency (CRA) has specified that virtual currencies are taxed like barter transactions. It can also be bought or sold like a commodity, with any resulting gains or losses being taxed as income or capital. Paragraphs 9-32 of the IT-479R provide guidance on determining whether transactions are income or capital. 100% of income is subject to tax, where only 50% of capital gains are included in taxable income.

Accounting methods: The CRA requires using Adjusted Cost Base (ACB) to calculate capital gains, and FIFO or ACB inventory methods can be used to track business income.

Foreign Property: When you hold foreign property greater than $100,000 CAD in value during any time throughout the year, you must fill out a T2125 Statement of Business or Professional Activities.

Airdrops or Forks: In Canada, the cost basis for these coins are 0, meaning that when the coins are disposed the entire proceeds are taxable as capital gains or business income.

Mining: Mining activity is considered a business operation, meaning inventory and business income rules apply. Any costs associated with mining activity needs to be calculated per coin and can be deducted against the proceeds.

Note: Lumina is intended to serve as an informational and assistive tool only. Lumina is not intended to substitute for professional tax, accounting, audit, or legal advice. Information provided on Lumina is subject to change without notice. Lumina is not responsible for the accuracy of your tax, audit, or legal compliance. Please consult a licensed professional for financial, tax, and legal advice.

Lumina's Trade Execution feature is coming soon. By pooling market data and liquidity across multiple venues, Lumina enables single-source price discovery while our adaptive algorithms and proprietary machine learning models can be tailored to any client need to minimize price impact while limiting market risk.

To get first access on this feature, sign up by clicking Click here to be notified after selecting a specific coin from the Coins tab.

Reconciled transactions are composed of one or more line items. Lumina automatically reconciles line items that are found within your account.

Reconciled transactions can fall into types, which are listed below:

Buy:Buy cryptocurrency via fiat or cryptocurrency

Sell:Sell cryptocurrency for fiat

Transfer:Transfer cryptocurrency between wallets you own

Transfer In:Transfer cryptocurrency in to start being tracked (requires you to enter cost basis)

Transfer Out:Transfer cryptocurrency out that does not need to be tracked

Paid:Paid for service using cryptocurrency

Earned:Earned cryptocurrency for completing a service

Airdrop:Receive cryptocurrency at no cost due to airdrop

Fork:Receive cryptocurrency due to blockchain forkMined:Receive cryptocurrency from mining activity

Receive Gift:Receive cryptocurrency as gift in exchange for nothing

Send Gift:Send cryptocurrency as gift in exchange for nothing

Theft:Lost cryptocurrency due to unauthorized activity

Deposit:Deposit fiat

Withdrawal:Withdraw fiat

Each of the above types have different tax implications, based on the open or closing of tax lots.

If you are the only/last admin in an Organization, you cannot leave the Organization. Please contact [email protected] for further assistance on deactivating the Organization and/or account.

Yes! Lumina is live and now available. Get started by signing up for an account or contact us for more information.

No, Lumina is backed by top venture capitalists from Silicon Valley and China. Our Series Seed was led by Craft Ventures, David Sacks VC firm, with participation from Dragonfly Capital Partners, Bo Fengs VC firm, and Bain Capital Ventures.

You can add coins to your watchlist by browsing for specific coins under the Coinstab. Click on the coin you would like to add, where you will then find the Add to Watchlistbutton on the right side.

The functional currency for each portfolio can be changed in Portfolio Settingsby an Admin of the portfolio. Lumina currently only supports currency in USD.

Lumina is currently integrated with SEI Archway and SS&C Advent for accounting. You can connect and configure your accounts under the Integrations tab in Organizational Settings if you are an Admin.Lumina is also a proud charter of the Accounting Blockchain Coalition.

Yes, Lumina supports the creation and tracking of multiple portfolios. You can toggle between views by clicking the portfolio switcher under the Lumina logo in the side menu bar. New portfolios can be added from the Portfoliostab in Organizational Settings on the top right.

Portfolios can be deleted by Admins of the Organization in the Portfoliostab. To delete a Portfolio, select the one you would like to delete and click the dots icon in the top right corner.

Note: You will not be able to delete the last Portfolio in an Organization.

Lumina is able to pull through all of your historical data with no time constraints from your connected wallets and exchanges. To upload all of your historical data, start by adding Wallets or Accounts.

To connect exchange accounts to your Lumina account, switch to the Wallets & Accounts side tab and select Add Wallet/Account. For exchanges that are currently supported by Lumina, follow the instructions for each specific exchange.

Please ensure that:

A brand new key is created from the exchange

All requested read-access permissions are granted as per prompts on the add exchange page

There are no IP restrictions in place

Please reach out to [email protected] if you are having any further issues

Lumina is currently able to integrate Trezor and Ledger hardware wallets. Access the Add Wallets and Accountspage to sync them to your portfolio.

Wallets can be deleted from your Lumina account by going to Wallets & Accountsand selecting the wallet you want to remove. The delete button will be on the top right of the wallet overview.

Lumina automates all of your exchange based trades by opening and closing the relevant tax lots. For situations where we cannot confidently reconcile line items, they are flagged as unreconciled line items. You can manually reconcile these line items on the Transactions page by selecting the line item(s) to reconcile, select the Transaction Type, and then adding any necessary fiat line items. After manual reconciliations, completed transactions will be shown under the Reconciled tab.

We'd love to hear from you, please email us at [email protected].

Reports can be used to help you file your tax return. Lumina currently generates six reports:

Purchase/Sales Journal

Realized Report

Open Lots Report

Holdings Report

Holdings by Account Report

Aggregate Pricing Source Report

These reports can be generated by choosing Export in the top right corner, which will then export as a CSV. Form 8949 can be directly generated from the Realized Report tab.

Please email us at [email protected] and we would be happy to assist you.

The Coins page shows recent data and performance of various cryptocurrencies that may be of interest to you. To view more detailed information on specific coins, click on the one you would like to view. Coins can also be added to your personalized watchlist.

To see the historical performance of the portfolio and positions of assets on a particular day, change the date range to end on the day you would like to view at the top of the Portfoliospage. The updated data and graphs will automatically show you the position of your portfolio and specific coins on the end date.

Wallets and exchanges connected to Lumina are synced daily and can be manually refreshed at any time by pressing the Syncbutton on the top right of the Home, Portfolio, and Wallets pages.

Reports are generated from closed tax lots across all transactions. When there are unreconciled line items, Lumina does not have all the cost basis information it needs to confidently close relevant tax lots. Please reconcile all line items to see an accurate and comprehensive version of these reports.