CoinTracker — Crypto Tax & Portfolio Tracking Software
CoinTracker is a crypto tax preparation, portfolio tracking, and reporting platform designed to help individuals, traders, and tax professionals automatically organize cryptocurrency transactions, calculate taxes, and monitor portfolio performance — all in one place.
🔹 What CoinTracker Does
1. Automatic Transaction Import & Sync
- Connects with 500+ wallets, exchanges, and blockchains automatically via API or CSV import.
- Consolidates your entire crypto activity in one dashboard — including trades, transfers, staking, DeFi, NFTs, and hodling.
2. Portfolio Tracking
- Tracks real-time portfolio value, profits/losses, and performance over time.
- View detailed breakdowns of holdings across wallets & chains.
3. Crypto Tax Calculation & Reporting
- Automatically calculates cost basis and capital gains/losses based on your activity.
- Generates IRS-ready tax forms, such as Form 8949, for easy filing.
- Offers integrated filing with major tax software like TurboTax and H&R Block.
- Includes tools like tax-loss harvesting to potentially reduce tax liability.
4. Insights & Reporting Tools
- Portfolio insights include unrealized returns and asset performance metrics.
- Detailed downloadable reports (e.g., historical transactions, gains, income from staking/airdrops) are available with paid plans.
🔒 Security & Trust
- Uses read-only access to linked accounts and data encryption for security.
- Trusted by millions of crypto users since 2017 and official tax partner for platforms like Coinbase and TurboTax.
💡 Pricing & Plans
CoinTracker offers both free and paid subscription plans that vary by transaction limits and features:
| Plan | Best For | Key Features |
|---|---|---|
| Free | Beginners | Basic portfolio tracking & summary tax info |
| Base | Moderate users | Tax form generation, portfolio value tracking |
| Prime | Active investors | Tax-loss harvesting, advanced analytics |
| Ultra | Power users | Priority support, cost basis flexibility |
| Full Service | High-volume pros/teams | Dedicated account manager, high limits |
Exact prices vary; paid plans scale with the number of transactions and features unlocked.
🔍 Why People Use CoinTracker
✅ Saves time by automating manual data entry
✅ Helps ensure tax compliance with documented reporting
✅ Combines portfolio insights and tax tools in one dashboard
✅ Integrates with popular exchanges and tax filing software