Digital Surge

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Everything you need for EOFY reporting and external integrations

Portfolio Tracking, Reporting and Tax

This guide will show you how to download your Account Statement from your Digital Surge account.

How to Download Your Account Statement

A quick breakdown of each section of your Account Statement — portfolio, fees, trades, deposits, and withdrawals

Understanding Your Account Statement

This guide will show you how to download and save your Transaction History from your Digital Surge account.

How to Download Your Transaction History

This guide explains how to download your EOFY Prices Statement from your Digital Surge account.

How to Download Your End of Financial Year (EOFY) Prices Statement

Easily track your trades, deposits, and withdrawals

How to View Your Transaction History

Download and view your account statements and transaction history for record-keeping and reporting purposes.

Reporting and Statements 

Learn how to switch between Wallet Return methods and understand their key differences

Choosing Your Preferred Wallet Return Calculation

Understanding your return on investment based on the current value of assets you still hold.

Wallet Return – Unrealised Gains

Understanding your return on investment across both sold assets and assets you still hold.

Wallet Return – Realised & Unrealised Gains

Learn how wallet returns are calculated and understand your realised and unrealised gains.

Wallet Returns & Performance

Crypto Tax Guide (Australia)

Make crypto tax time easier with our integrated partners

Digital Surge Integrations for Crypto Tax Reporting

This guide explains how to create an API key in your Digital Surge account.

How to Create an API Key

How to connect your Digital Surge account to Syla

Syla Integration

How to connect your Digital Surge account to Summ

Summ Integration (Formerly Crypto Tax Calculator)

How to connect your Digital Surge account to Koinly

Koinly.io Integration

How to connect your Digital Surge account to CoinLedger Portfolio Tracker

CoinLedger Portfolio Tracking Integration

How to connect your Digital Surge account to Kubera

Kubera Portfolio Tracker Integration

How to connect your Digital Surge account to CoinTracking Portfolio Tracker

CoinTracking Portfolio Tracking Integration

How to connect your Digital Surge account to KoinX

KoinX Integration

How to Enable Data Sharing with Your Accountant or SMSF Provider

Get help with crypto tax reporting and connect your Digital Surge account to external tax and portfolio tracking tools.

Tax & External Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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