Tools and templates
Free calculators that show their formulas, and free working documents for companies that decide to go ahead. Nothing you type in a calculator leaves your browser.
Calculators and interactive tools
Allocation calculator
Protected reserves, excess, cap and a stress test. Formula shown.
Custody questionnaire
Seven questions that point to a custody model to discuss with your advisers.
Treasury policy generator
A first draft of a policy from your answers, in your browser.
Custody cost calculator
Compare yearly costs of four custody models.
Fee example
See how transaction size drives the fee.
2 of 3 multisig simulator
Toggle lost or stolen keys and see what still works.
Readiness quiz
Ten questions, then the topics to read next.
Policy health check
Paste a draft policy and see which checklist points it covers. Nothing is uploaded.
Company gain worked examples
UK matching and pooling, US basis and lots, step by step. Illustrative.
Staged buying history
Replay a fixed buying schedule over a past period on Kraken weekly closes, worst results first.
Accountants and advisers can embed these tools on their own sites for free.
Templates and checklists
Each one is free. Enter your email once, on any of these pages, and we send one email with links to all of them; you will also get the weekly newsletter, and you can unsubscribe at any time.
Treasury policy template
Fillable PDF.
Treasury policy checklist
Two-page PDF.
Working documents pack
Board resolution, custody runbook, accountant briefing, quarterly review checklist and incident plan. Fillable PDF and Word.
Board meeting checklist
PDF.
Board paper outline
Fillable PDF and Word.
Keyholder handover template
PDF and Word.
Custodian due diligence questionnaire
Fillable PDF.
Recovery drill record sheet
Fillable PDF.
Bookkeeping workbook
Excel workbook and a fillable PDF record sheet.
Templates are starting points to review with your own advisers. They are not legal, tax or accounting advice.
This is general information and education only. It is not financial, investment, tax, accounting, legal or regulatory advice, and it is not a recommendation to buy, sell or hold bitcoin or any other asset. It does not take account of your circumstances or those of your company. You must obtain your own official professional advice to confirm this information is correct before acting on it.
Rules change. This information is correct to our understanding at the last-reviewed date, but it may be incomplete or out of date, and official sources take precedence. Bitcoin is volatile. A company that buys it could lose some or all of the money it puts in.
Using this site does not create an adviser or client relationship. IoT Financial is not authorised or regulated by the Financial Conduct Authority (FCA) and is not registered with the US Securities and Exchange Commission (SEC) as an investment adviser. Read the full disclaimer.