Crypto Tax and Portfolio Software | CoinTracker

As cryptocurrency adoption grows, keeping track of trades, transfers, and taxes has become increasingly complex. CoinTracker is a popular crypto tax and portfolio software designed to help investors monitor their crypto holdings, calculate taxes, and stay compliant with tax regulations—all from one platform.

Whether you’re a casual investor or an active trader, CoinTracker aims to simplify crypto tax reporting while giving you clear visibility into your portfolio.


What Is CoinTracker?

CoinTracker is a crypto portfolio tracking and tax reporting tool that automatically syncs your transaction data from exchanges, wallets, and blockchains. It calculates capital gains, losses, and crypto income, then generates tax reports that can be used for filing with tax authorities.

CoinTracker is widely used in the United States and supports integration with major tax software platforms.


How CoinTracker Works

CoinTracker follows a simple workflow:

  1. Connect Your Accounts
    Link your crypto exchanges and wallets using API connections, wallet addresses, or CSV uploads.
  2. Automatic Transaction Tracking
    CoinTracker imports and organizes your transactions, identifying buys, sells, transfers, and income events.
  3. Portfolio & Tax Calculations
    Your portfolio value, gains, and losses are calculated automatically based on market prices.
  4. Generate Tax Reports
    Download tax reports when you’re ready to file.

CoinTracker Portfolio Tracking Features

CoinTracker provides a clear and easy-to-use portfolio dashboard where users can:

  • View total crypto holdings across all connected accounts
  • Track real-time portfolio value
  • Monitor realized and unrealized gains
  • Analyze asset allocation and performance over time

This makes CoinTracker useful not only for taxes, but also for ongoing investment tracking.


Crypto Tax Features

CoinTracker helps users stay tax-compliant by supporting:

  • Capital gains and losses calculations
  • Income tracking (staking, rewards, airdrops)
  • FIFO accounting method (primary support)
  • Country-specific tax reports (mainly focused on the US)

Tax reports can be exported for use with popular tax filing software.


CoinTracker Integrations

CoinTracker supports many well-known platforms, including:

Exchanges

Coinbase, Binance, Kraken, Gemini, Bitstamp, and others

Wallets

MetaMask, Ledger, Trezor, and major blockchains like Bitcoin and Ethereum

Tax Software

CoinTracker integrates directly with TurboTax and other US-focused tax filing tools, making filing easier for American users.


Free vs Paid Plans

CoinTracker offers a free option that allows users to:

  • Track their portfolio
  • Import transactions
  • View gains and losses

However, downloading detailed tax reports requires a paid plan, with pricing based on transaction volume and features.


Who Is CoinTracker Best For?

  • US-based crypto investors
  • Coinbase users (deep integration)
  • Investors who want simple portfolio tracking
  • Users filing taxes with TurboTax

It may be less suitable for users who require advanced DeFi, NFT, or international tax support.


CoinTracker vs Other Crypto Tax Software

Compared to alternatives like Koinly or CoinLedger:

  • CoinTracker excels in US tax reporting and TurboTax integration
  • Koinly often offers broader international support and more DeFi/NFT coverage
  • CoinTracker is simpler but may require more manual adjustments for complex activity

Conclusion

CoinTracker is a reliable crypto tax and portfolio software, especially for US-based investors who want a straightforward way to track holdings and generate tax reports. Its clean interface, strong exchange integrations, and tax software compatibility make it a solid choice for individuals with relatively simple crypto activity.

If your goal is to track your crypto portfolio and prepare tax reports with minimal effort—particularly in the US—CoinTracker is a tool worth considering.

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