Cost Basis
Cost basis determines how Cognia measures the acquisition value of assets later used in disposals and reports.
Related settings
- Cost Basis Mode
- Matching Method
Cost Basis Mode options
| Mode | Behavior |
|---|---|
| Universal | Pools eligible lots across wallets and exchanges. |
| Per-Wallet | Keeps wallet and exchange inventories separate. |
Where to review results
- Tax Lots to inspect lots and disposals
- Holdings to compare market value and cost basis
- Reports to generate outputs for supported jurisdictions
When to revisit this
Revisit cost-basis settings before finalizing a reporting period, especially if you changed data sources or onboarding structure during the year.