Koinly 2026 Visual Step-by-Step Guide

Step 1: Sign Up / Log In

Visual Concept:

  • Screenshot of the Koinly homepage showing the “Sign Up” and “Login” buttons at the top-right.
  • Highlight the email/password fields.

Instructions:

  1. Go to koinly.io.
  2. Click Sign Up to create an account or Login if you already have one.
  3. Enter your email, password, and country.
  4. Confirm your email via the verification message.

💡 Tip: Always use a strong, unique password.

Step 2: Connect Exchanges and Wallets

Visual Concept:

  • Screenshot of the Add Wallet / Exchange screen.
  • Highlight popular exchanges (Coinbase, Binance) and wallet types.

Instructions:

  1. Click Add Wallet / Exchange.
  2. Choose your platform (Exchange or Wallet).
  3. Connect via API key, or upload CSV files from your exchange.
  4. Koinly will automatically import all transactions.

💡 Tip: Double-check that API keys only have read-only access.

Step 3: Review Transactions

Visual Concept:

  • Screenshot of the Transactions tab showing trades, transfers, and staking rewards.
  • Highlight total gains/losses at the top.

Instructions:

  1. Navigate to the Transactions tab.
  2. Review imported transactions for accuracy.
  3. Koinly automatically matches transfers to prevent double-counting.

💡 Tip: Ensure all staking or mining income is correctly categorized.

Step 4: Track Portfolio

Visual Concept:

  • Screenshot of the Portfolio tab showing total holdings by coin, portfolio value chart over time.

Instructions:

  1. Click Portfolio.
  2. Review your total holdings and unrealized gains/losses.
  3. Check historical charts to monitor performance.

💡 Tip: Use this view to plan trades or investments.

Step 5: Generate Tax Reports (Paid Plan)

Visual Concept:

  • Screenshot of the Tax Reports tab.
  • Highlight “Generate Report” and tax year selection.

Instructions:

  1. Upgrade to a paid plan if you want official tax documents.
  2. Select the tax year and click Generate Report.
  3. Koinly creates:
    • Capital gains/losses summary
    • Tax forms for your country
  4. Download PDF or CSV for filing.

💡 Tip: Paid plan selection depends on transaction volume (Newbie, Hodler, Trader).

Step 6: Security Settings

Visual Concept:

  • Screenshot of Account Settings → Security.
  • Highlight 2FA setup option.

Instructions:

  1. Go to Account Settings → Security.
  2. Enable Two-Factor Authentication (2FA).
  3. Use an authenticator app (Google Authenticator / Authy).
  4. Save backup codes safely.

💡 Tip: This protects your crypto portfolio and tax data from unauthorized access.

Step 7: Regular Updates

Visual Concept:

  • Screenshot of dashboard showing last synced date.

Instructions:

  • Regularly sync exchanges and wallets.
  • Track DeFi, staking, and mining income.
  • Update categories for any new transactions.

✅ Summary of Visual Flow

  1. Sign Up / Log In → Email verification
  2. Connect wallets & exchanges → API/CSV
  3. Review transactions → Check gains/losses
  4. Portfolio → Track holdings
  5. Tax Reports → Paid plan for official forms
  6. Security → Enable 2FA
  7. Sync regularly → Keep data up-to-date