Release notes

DYOR.tax changelog

Dated parser, CSV import, valuation and report-generation improvements. Exchange pages show the latest five updates, while this page keeps the broader functionality history from March onward.

Binance

Binance parser updates

Binance CSV, spot, Convert, localized export and valuation hardening updates.

  1. Preserved Binance spot sub-fills and fiat spot edge cases

    Spot rows split into sub-fills are preserved instead of being collapsed too early. Fiat-quoted spot trades now keep the correct asset, fee and proceeds legs when exports use uncommon quote-currency patterns.

  2. Launch distribution valuation coverage

    Launchpool and launch distribution rows get more reliable historical valuation using exchange-market evidence and a short-lived lookup cache, reducing manual review for newly listed assets.

  3. Partial previews for unsupported Binance rows

    Unsupported Binance operations no longer block the whole preview. The calculator can continue with clear review metadata so users can see the rows that still need attention.

  4. Strategy account operation support

    Strategy account transfers and activity rows are recognized as Binance account operations instead of falling into generic unknown buckets.

  5. Spanish semicolon transaction history support

    Binance transaction-history exports localized in Spanish are now accepted when fields are separated with semicolons.

  6. Broader CSV recognition and historical valuation coverage

    CSV detection and historical valuation coverage were expanded for real Binance export variants and less-common quote currencies.

  7. Binance Convert matching and multi-CSV merge

    Same-second Convert legs are paired more accurately, overlapping exports are deduplicated, and larger full-history uploads are accepted.

  8. Spread-fill aggregation and fee correction

    Spread fills are grouped without multiplying fees, so same-trade groups keep their actual fee amounts and disposal legs.

  9. Same-second multi-fill handling

    Spot trades split across multiple fills in the same timestamp are grouped more reliably, including fee and spend legs.

  10. Localized account-statement and transaction exports

    Localized Binance account statements and transaction-history files are accepted more consistently across country pages.

  11. Multi-CSV preview and paid report generation

    Binance CSVs can be combined with other exchange uploads through preview and paid report generation while keeping the exchange source label intact.

  12. Binance.US CSV support and status filtering

    Binance.US exports were added to the exchange parser set, with tighter combined-preview status filtering for completed and incomplete rows.

  13. Non-USD fiat quote and fee handling

    Binance fiat-quoted trades preserve local fiat values and fees for FX conversion instead of treating non-USD quote currencies as USD.

  14. Binance wallet integration path

    Binance CSV context can be carried alongside wallet imports so combined reports keep exchange source labels and routing metadata.

  15. UK Section 104 wiring for Binance

    Binance disposals route through the UK Section 104 pool, same-day and bed-and-breakfast matching path when UK reports are generated.

Coinbase

Coinbase parser updates

Coinbase CSV, Advanced Trade, localized number-format and report-routing improvements.

  1. Broader Coinbase historical valuation coverage

    Historical valuation coverage was improved for less-common Coinbase assets and quote currencies.

  2. Clearer review metadata for unusual Coinbase rows

    Rows needing manual review now carry clearer operation metadata without blocking the full report.

  3. Multi-CSV preview and report generation

    Coinbase uploads can be combined with other exchange CSVs and carried through preview and paid report generation.

  4. France and Canada analyzer routing

    Coinbase reports now dispatch through France and Canada country calculators with tax-year lookahead metadata passed through preview.

  5. Mixed-locale price scaling for Coinbase exports

    Coinbase exports with mixed decimal and thousands conventions are normalized more reliably before tax calculations.

  6. Coinbase Pro and Advanced Trade parser coverage

    Parser coverage was expanded for Coinbase Pro and Advanced Trade CSV formats, including fills, fees and transfers.

  7. Filing-first Coinbase PDF report baseline

    Paid Coinbase reports received a cleaner filing-first PDF structure so parsed disposals, income and holdings are presented consistently.

  8. EU locale parsing for Coinbase CSVs

    Comma-decimal and thousands-separator edge cases in Coinbase exports are parsed consistently before preview and report generation.

  9. UK Section 104 wiring for Coinbase

    Coinbase disposals route through the UK Section 104 pool, same-day and bed-and-breakfast matching path when UK reports are generated.

Other CEX

Other exchange parser updates

Parser additions and hardening work across Kraken, OKX, Nexo, Binance.US, Coinbase Advanced, KuCoin, Bybit, Crypto.com, Gemini, MEXC, Bitstamp, Gate.io, Revolut, PayPal, Uphold and more.

  1. OKX spot partial-fill preservation

    OKX spot exports with partial fills keep each fill leg intact so grouped trades retain the correct proceeds, cost and fee data.

  2. Kraken ledger trade-fee conversion

    Kraken ledger trade fees recorded in asset units are converted into the correct value path before disposal and report calculations.

  3. Nexo CSV parser and integration hardening

    Nexo CSV support was added, including review fixes for fiat-rail basis, dividend rows and self-transfer net amounts.

  4. Uphold CSV parser and cross-fiat withdrawal fees

    Uphold exports were added with fee reconciliation for cross-fiat withdrawal flows and clearer treatment of transfer fees.

  5. PayPal CSV parser and currency-type fee splitting

    PayPal crypto rows are parsed with currency-aware fee splitting so fiat and crypto fees do not distort basis.

  6. Revolut CSV parser and send/receive fees

    Revolut exports were added, including fee handling for Send and Receive rows that previously needed manual review.

  7. Gate.io CSV parser and Dust Swap handling

    Gate.io exports were added with support for fiat-like third-asset fees and multi-leg Dust Swap groups.

  8. Bitstamp CSV parser and third-asset trade fees

    Bitstamp exports were added with withdrawal-fee reading and third-asset trade-fee reconciliation.

  9. Robinhood and Cash App CSV parser coverage

    Robinhood and Cash App exchange CSVs were added to the parser set and connected to combined preview routing.

  10. OKX CSV parser and partial-fill aggregation

    OKX exports were added with aggregation for partial fills and support for older crypto-to-fiat sell formats.

  11. MEXC CSV parser coverage

    MEXC export support was added for exchange trades, fees and transfers across the combined preview flow.

  12. Bitfinex and Poloniex parser coverage

    Bitfinex and Poloniex exports were added, including filtering for non-final deposit and withdrawal statuses.

  13. Gemini CSV parser and non-USD trade handling

    Gemini exports were added with CSV-value preservation for non-USD fiat trades and filtering for unsupported perpetual rows.

  14. Bybit CSV parser and fiat symbol splitting

    Bybit exports were added with expanded fiat-like currency recognition for symbol parsing and quote-currency handling.

  15. KuCoin CSV parser coverage

    KuCoin exports were added with support for crypto-to-crypto decomposition, fees and non-USD source-currency preservation.

  16. Crypto.com CSV parser coverage

    Crypto.com exports were added to the exchange parser set with transaction and fee normalization for preview and report generation.

  17. Kraken wallet integration path

    Kraken CSV context can be carried alongside wallet imports so combined reports keep exchange source labels and routing metadata.

  18. UK Section 104 wiring for Kraken

    Kraken disposals route through the UK Section 104 pool, same-day and bed-and-breakfast matching path when UK reports are generated.

Engine

Valuation and report engine updates

Functionality updates that affect multiple exchange calculators, combined previews, historical valuation and generated reports.

  1. Raw CSV rows surfaced in combined previews

    Combined previews now retain raw CSV-row context so unusual imported rows can be reviewed without losing the original upload evidence.

  2. Fresh-listing valuation gap handling

    Historical valuation now handles newly listed assets and short data gaps more gracefully, reducing unnecessary manual review for recent exchange activity.

  3. Spanish and Italian exchange preview routing

    Exchange previews now accept Spanish and Italian localized routes and carry the selected country context into the calculation flow.

  4. Multi-CSV upload limit raised to ten files

    The combined upload flow accepts larger full-history imports by raising the per-request CSV limit from three files to ten files.

  5. Cleaner trade CSV output and dust suppression

    Generated trade CSVs are cleaner for country reports, and tiny dust rows are suppressed with value caps to avoid noisy tax schedules.

  6. Source provenance in combined previews

    Combined previews carry richer source provenance, helping reports distinguish exchange CSV rows, wallet-derived rows and synthesized classification rows.

  7. Paid CSV report generation unblocked

    Paid CSV report generation was unblocked and report CSVs now label totals using the filing currency selected for the country report.

  8. CSV capture context and original filenames preserved

    Captured CSV uploads retain context and original filenames so imported files can be traced through preview, review and report generation.

  9. Canada ACB and France portfolio-method routing

    Country-specific calculation engines for Canada and France were wired into exchange analyzers so CEX reports use the correct local disposal logic.

  10. LIFO and HIFO cost-basis methods added

    The FIFO engine gained LIFO and HIFO modes, with HIFO ranking lots by effective per-unit cost including fees.

  11. Non-USD fiat normalization across exchange parsers

    Exchange parsers preserve non-USD fiat quotes and fees for FX conversion instead of storing them as already-USD values.

  12. Shared EU number parsing regressions

    Comma decimals, thousands separators and mixed European number formats now pass shared parser regressions before preview and report output.

  13. Preview and PDF report parity

    Preview totals, PDF disposal counts and filing-ready report copy were aligned so paid reports match the values users approved in preview.

  14. UK and US calculation regression suites

    Official-style UK and US scenario regressions were added to catch Section 104, same-day, bed-and-breakfast, loss-cap and filing-table edge cases.

  15. Real FX conversion and country currency display

    Reports use real FX conversion and country-based display currencies across CEX analyzers and generated filing guides.

  16. Self-transfer detection added

    Self-transfer detection was added to reduce false taxable events when assets move between the user's own exchange and wallet accounts.