OWNER PLAYBOOK · VOYAGE CHART

Chart your voyage with Lot Keeper

Pick where you want to go. Every route starts with a move you can make within the hour.

Run your own work on it
You want it to save you hours every week, starting this week.
MOVES MADE
00/ 4
STREAK
0 days
WHY THIS ROUTE
If you use crypto across several wallets, Lot Keeper replaces the April spreadsheet with a short Sunday review and one file for your accountant.
ARRIVED LOOKS LIKE
A full quarter of your own records reviewed, with every self transfer matched and one export sent.
Progress saves on this device. Sign in any time to keep it on your profile.
NEXT MOVE · WITHIN THE HOUR

1. Write down every wallet you used this year

15 min

Exchanges you withdrew from, browser wallets, mobile wallets and any Solana wallet. Note which ones are only yours.

2. Add them and answer the first review queue

40 min

Add each public address. Answer the rows Lot Keeper could not label, starting with transfers in and out.

3. Ask your accountant which lot method they want

10 min

Send a short note before you export, so the lots match what they will file.

FIRST MESSAGE · EMAIL · TO YOUR ACCOUNTANT

Hi, this year I am keeping my crypto records in a read only tool that builds cost basis lots. Which method would you like me to use: FIFO, HIFO or specific identification? I will send you a CSV with every lot, the method and my notes. You decide the treatment, of course.

4. Set a ten minute Sunday reminder

5 min

Put a recurring reminder on your calendar. Each week, clear the queue. Next April becomes one export.

Check in on me

Leave an email and we nudge you at 24 and 72 hours with your next move. Optional.

Or to keep this voyage on your profile.

PORTS ALONG THE ROUTE

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Unlock Bell, first screen of the live demoLIVE DEMO

Unlock Bell

Tracks your vesting, claims and deadlines across wallets, reminds you in time, and claims to your own wallet when gas is under your cap.

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Budget Garden, first screen of the live demoLIVE DEMO

Budget Garden

Participatory budgeting where every resident grows a garden of choices and the treasury follows.

Yours in 1 to 2 days
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Put your name on the bow
Every route goes further on a vessel you own. Yours in days, one price, paid once.
Own Lot Keeper for $100
No budget yet? Be a CEO anyway at CEOism, then come back for your vessel. ceoism.com ↗