Crypto Tax and Portfolio Software | CoinTracker

📌 What Is CoinTracker?

CoinTracker is a cryptocurrency portfolio tracking and tax reporting platform that automatically consolidates your crypto transactions from wallets, exchanges, and DeFi/NFT platforms into one unified dashboard. It calculates gains/losses, shows your total portfolio performance, and helps you generate tax reports that work with popular tax filing tools.

📊 Key Features

🔗 Automatic Syncing & Import

CoinTracker connects to 500+ exchanges, wallets and blockchains to automatically import and categorize transactions — trades, transfers, staking rewards, DeFi activity, NFTs, and more — without manual entry.

📈 Portfolio Tracking

It gives you a real‑time consolidated view of your crypto holdings, including:

  • Total portfolio value
  • Unrealized and realized gains/losses
  • Historical performance
  • Allocation across assets and chains

📑 Crypto Tax Reporting

CoinTracker calculates your capital gains and losses, determines cost basis, and generates tax documentation. It supports exports for major tax filing tools like TurboTax and H&R Block and helps you prepare compliant reports for tax authorities.

🛠 Tax Optimization Tools

Paid plans offer advanced features like:

  • Tax‑loss harvesting (identify loss opportunities to reduce taxes)
  • Cost basis method selection (e.g., FIFO, LIFO, HIFO)
  • Transaction editing and classification to refine tax outcomes

📱 Mobile and Desktop Access

CoinTracker is available via browser and mobile apps for iOS and Android — so you can monitor your portfolio and tax data anywhere.

🔐 Security & Privacy

Connections are read‑only, meaning CoinTracker cannot withdraw funds from your wallets or exchanges — only read transaction data securely.

💰 Plans & Pricing (Typical Structure)

CoinTracker offers a range of plans depending on your usage and needs:

  • Free Plan:
    • No subscription cost
    • Portfolio tracking with basic metrics and summaries
    • Limited or basic tax summary features
  • Base / Hobbyist Tier (~$59/year):
    • Up to ~100 transactions
    • Includes downloadable tax reports and export features
  • Mid Tier (~$199/year):
    • Higher transaction limits (e.g., ~1,000)
    • Includes tax‑loss harvesting, performance insights, advanced analytics
  • Premium / Ultra (~$599/year or more):
    • Much larger transaction allowances
    • Priority support, multiple cost basis options, and more detailed tools
  • Bespoke / Enterprise (Custom pricing):
    • For heavy traders, tax pros, or businesses requiring advanced support and high transaction volumes.

(Pricing tiers and exact costs can vary, and monthly vs annual pricing may differ.)

🧠 How It Helps Crypto Users

CoinTracker is especially useful if you:

✅ Trade on multiple exchanges or hold across many wallets
✅ Want centralized visibility into your portfolio
✅ Need to prepare tax‑ready reports without spreadsheets
✅ Deal with DeFi and NFT transactions that complicate tax liabilities

📍 Where It Works

While widely used in countries like the U.S., CoinTracker also supports users in India and other regions, though you may need to adapt its output to local tax rules during filing.

🧾 Summary

In short, CoinTracker is a comprehensive crypto portfolio and tax software that:

  • Automates tracking of all your crypto accounts
  • Calculates gains/losses and simplifies tax reporting
  • Integrates with major tax filing tools
  • Supports advanced features for more serious investors