đź§ľ What is CoinTracker?

đź§ľ What is CoinTracker?

CoinTracker is a cryptocurrency portfolio tracking and tax reporting software designed to help users monitor their crypto holdings and prepare tax‑compliant reports. It’s used by millions globally and integrates with hundreds of exchanges and wallets to automatically synchronize cryptocurrency transactions.


📊 Core Functions

🔹 Portfolio Tracking

CoinTracker lets you view your entire crypto portfolio — across wallets, exchanges, blockchains, NFTs, and DeFi — in one place. It automatically updates values, calculates profits/losses, and provides performance analytics.

Key tracking features:

  • Connect via API or upload CSVs to import transactions automatically.
  • Real‑time portfolio value and performance insights.
  • Handles complex assets including DeFi, staking, and NFTs.

đź§® Tax Reporting & Compliance

CoinTracker simplifies calculating capital gains, losses, and other tax details from crypto trades and activities.

Tax reporting highlights:

  • Generates ready‑to‑file tax reports (e.g., IRS Form 8949 for U.S. users).
  • Integrates directly with popular tax software like TurboTax and H&R Block.
  • Supports classification of incomes like staking, airdrops, or mining rewards.
  • Options for tax‑lot accounting methods (FIFO, LIFO, HIFO) and tax‑loss harvesting to help optimize your tax outcome on paid plans.

đź’Ľ Pricing & Plans

CoinTracker offers tiered subscriptions (often on an annual basis), ranging from free plans to advanced paid tiers based on transaction volume and features:

Typical tiers include:

PlanPriceBest For
Free$0Portfolio tracking + basic tax summary
Base~$59/yrBasic tax reporting + export to tax software
Prime~$199/yrAdvanced insights, tax‑loss harvesting
Ultra~$599/yrPriority support + larger transaction limits
Bespoke/Enterprise~$3,499/yrDedicated support and large portfolios

Paid plans remove transaction limits, add advanced features like detailed cost basis options and priority support.


🔄 Integrations & Compatibility

CoinTracker supports connections with:

  • 500+ exchanges and wallets (e.g., Coinbase, Binance, Kraken, MetaMask).
  • 10,000+ cryptocurrencies and tokens across many blockchains.
  • CSV uploads if API sync isn’t available.

🤔 How It Works (Simple Steps)

  1. Connect accounts – Link exchange APIs and wallets or upload CSV files.
  2. Track portfolio – View consolidated holdings and performance.
  3. Generate tax reports – Create tax‑ready forms or export to your tax software.

📍 Things to Know

  • CoinTracker tracks your portfolio and calculates taxes — it does not hold or manage your actual assets.
  • Accuracy depends on correct transaction imports; sometimes manual adjustments may be needed (per some user feedback).

📌 Summary

CoinTracker is a powerful all‑in‑one crypto portfolio and tax solution that:
âś” Automatically syncs transactions across wallets and exchanges
✔ Provides real‑time portfolio insights
âś” Generates tax reports and integrates with major tax software
✔ Offers optional optimization tools like tax‑loss harvesting

This makes it a popular choice for individual crypto investors, professionals, and tax preparers needing to manage both performance tracking and tax compliance in one platform.