I really like CoinLedger’s new Portfolio Report screen, but I would suggest two improvements:

1. Rather than an icon to run the Asset Balance Report (that’s also available via the Reports Screen), add an option on the Portfolio screen to Print a “Portfolio report” of the data on the screen in good form (e.g., landscape mode, header with date/time of data being reported, section titles, etc.).

2. Allow users to specify an “as of” date & time for the aforementioned Portfolio report – this would be particularly handy for us accounting types that have to track cost basis in accounting software – and/or make the data now included in the End of Year Positions report (a csv file) available at “as of” a user-specified date & time (and either ”in total” or by wallet).

For the “business side of your house”, I would further suggest that that the above reports, if run within the current year, require user to have paid the Annual Fee (in my opinion, the additional information would be well worth it!). This should have the effect of accelerating CoinLedger’s fee collections.