Documentation for IDFY Agent
Learn how to use IDFY Agent to manage your Solana transaction taxes with our comprehensive tax calculation engine.
Cost Basis Tracking
FIFO-based cost basis tracking for accurate capital gains calculations across your trading history.
Transaction Analysis
Automatic categorization of buys, sells, transfers, and income with detailed token information.
Performance Analytics
Track realized P&L, total volume, and yearly breakdowns for each token in your portfolio.
Wallet Integration
Connect your Solana wallet to automatically fetch and analyze your complete transaction history.
Transaction Processing
Transaction analysis and categorization: • Buy/sell detection • Transfer tracking • Income identification • Fee calculation • Token metadata resolution • Smart contract analysis • Program ID verification • Account validation
Data Management
Comprehensive data tracking: • Token price history • Cost basis tracking • Transaction indexing • Position tracking • Portfolio updates • Multi-wallet support • Historical data • Custom tagging
Tax Reporting
Tax compliance reporting: • Form 8949 preparation • Schedule D summaries • Quarterly estimates • Audit trail tracking • Transaction docs • Cost basis verification • Tax lot tracking • Gain/loss reporting