The Morgan portfolio · fictional example
Know what stands behind the number.
Entered values, known basis, and missing details stay visible together.
| Holding | Quantity | Entered value | Cost basis | Record detail |
|---|---|---|---|---|
| BTCBitcoinCrypto | 0.75 | $51,000 | $24,000 | Example manual entry |
Crypto / example record
Bitcoin
- Quantity held
- 0.75
- Entered value
- $51,000
- Entered basis
- $24,000
Fictional manual entries. A filled basis field does not verify the source or determine final tax treatment.
From a position to a decision
Carry this holding into your next move.
Bitcoin stays at 0.75 units while you explore. Its acquisition date and basis carry into the model. A saved scenario leaves the holding intact.
In your account, holdings can come from manual entries and supported, reviewed CSV records. Unconfirmed rows stay outside planning totals.
Check what your CSV supports →Synthetic Bitcoin evidence · no live connection
A source can add evidence. You supply the meaning.
This illustrates the app's read-only single-address history. No address is sent, wallet connected or permission granted in this example. Its BTC holding comes from separate fictional acquisition records.
- Source activity
- 1 reviewed example observation
- New example receipt
- Not yet shown
- Basis supplied by the feed
- Unknown
- Current example holding
- 0.75 BTC
- Separately entered basis per BTC
- $32,000
Address movement can include transfers or change. The example receipt does not add a holding, record a sale, or supply a purchase price.