How Does AlphaLedger Audit My Account?

AlphaLedger audits are designed to add independent credibility to your trading performance.

To support this process, AlphaLedger partners with Alpha Performance Verification Services, a US-based verification firm led by Michael W. Hultzapple, CPA, CFA, CIPM. ( https://alphaverification.com/ )

Michael is the Founder and Managing Director of Alpha Performance Verification Services and has over 25 years of experience in the financial and investment industry.

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Our US CPA verification partner

AlphaLedger works with Alpha Performance Verification Services to support independent performance review.

Alpha Performance Verification Services specializes in performance verification and GIPS compliance verification. The firm is led by professionals with credentials including:

• CPA
• CFA
• CIPM

This partnership helps ensure that AlphaLedger audits are reviewed with a professional, independent verification process.

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What the audit reviews

The audit is based on your account’s trading activity and supporting market data.

AlphaLedger uses:

• Your account trade history
• Account performance records
• Closed trade information
• Relevant account data
• Independent price data

The goal is to review whether the account’s reported trading history and performance are consistent with the underlying data.

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Why independent price data matters

Independent price data helps support the audit process by comparing trading activity against external market information.

This adds another layer of review beyond the account data alone.

By using both trade history and independent price data, the audit can provide stronger confidence in the account’s reported performance.

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What the audit does not mean

An AlphaLedger audit helps verify trading performance data, but it does not mean that future performance is guaranteed.

An audit does not:

• Guarantee future returns
• Remove trading risk
• Recommend the strategy as an investment
• Confirm that the strategy is suitable for every investor
• Replace your own due diligence

Trading always involves risk, and past performance does not guarantee future results.

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How to get your account audited

To get an account audited, the account must first meet AlphaLedger’s internal audit eligibility standards.

If your account is eligible, you will see Audit in the top menu bar for that account.

To begin:

• Open the eligible account in AlphaLedger
• Click Audit in the top menu bar
• Purchase the Live US CPA Audit add-on
• Follow the steps shown in the app

Once active, you can view and share the live audited page for that account.

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Sharing your audited page

After your audit is active, you can share the live audited page with external viewers.

This can be useful for:

• Investors
• Allocators
• Funding discussions
• Communities
• Potential partners
• Anyone reviewing your trading track record

The audited page is designed to help others review your trading performance with more confidence.