This is a great post!  I think a critical part, and an immediate part is record keeping.  Maybe a post on what information to collect from each source would be helpful at the beginning of your series of reports.  For example, I just started in crypto and I quickly realized I needed to collect the following: Company, date of trade or purchase, amount of trade or purchase, trading/exchange fee.  You would need at least this amount of information every time money/crypto currency changed hands since you have to show whether there was a profit or loss.  It is difficult to get this information from some sources.  Just some ideas.  Thanks for the post.