$ qubo academy portfolio
Portfolio & tax hygiene
Rebalancing, correlation, real performance, cost basis methods and clean records.
track.06 · live part from Apex · practise in Portfolio · API connections · Transactions
$ ls portfolio/
- 01Rebalancing without overtradingWhat rebalancing means, calendar versus threshold approaches, and the costs of trading too often.6 min
- 02Correlation: are you really diversified?What correlation measures, why many crypto assets move together and how to check real diversification.6 min
- 03Measuring real performanceWhy deposits distort simple returns, and the difference between time-weighted and money-weighted returns.6 min
- 04Cost basis methods: FIFO and othersHow FIFO, LIFO and average cost methods assign a purchase price to a sale, and why the method changes the realised gain.6 min
- 05Taxable events in cryptoWhich crypto operations are commonly treated as disposals or income, and why records matter. General information, not tax advice.6 min
- 06Keeping clean recordsWhat a complete crypto record contains and how read-only connections and exports keep it accurate.5 min
$ qubo init
Practise on the real market.
The live part of Portfolio & tax hygiene is included from Apex. The lesson texts stay free for everyone.