CoinTracker : Portfolio Tracker for Crypto Investors

CoinTracker is a cryptocurrency portfolio management and tax reporting software designed for individual investors, tax professionals, and crypto traders. The platform automatically tracks transactions across wallets and exchanges, calculates real-time portfolio performance, and generates IRS-compliant tax reports. It’s especially useful for those managing multiple wallets or trading on several platforms, simplifying both tax season and daily portfolio tracking.

Key use cases include retail investors holding crypto long-term, high-frequency traders needing capital gains tracking, and accountants managing client portfolios. It supports integrations with over 500+ wallets and exchanges, including Coinbase, Binance, Kraken, MetaMask, and Ledger.

What sets CoinTracker apart are its automatic transaction syncing, real-time tax loss harvesting insights, and robust capital gains calculation—particularly useful in the complex and fragmented world of crypto taxation.

What are the main features of CoinTracker?

Automatic syncing with wallets and exchanges

CoinTracker integrates with a wide range of wallets, centralized exchanges, and DeFi platforms to automatically import and reconcile your transaction history.

• Supports over 500 wallets and exchanges, including Ethereum, Solana, Avalanche, and more
• API-based connections fetch transactions in near real time
• Detects transfers between your own wallets to avoid duplication
• Identifies missing or problematic data for manual review

This eliminates the need for manual entry, even for complex portfolios involving NFTs, staking, and margin trading.

Real-time portfolio tracking and performance metrics

CoinTracker offers a consolidated view of your entire crypto portfolio across networks.

• Displays total and per-asset cost basis, market value, and unrealized gains
• Supports historical performance tracking over custom timeframes
• Allows fiat conversions in multiple currencies
• Includes support for advanced DeFi assets and NFTs

This feature gives users clarity on how their investments perform over time, without having to manage spreadsheets or multiple platforms.

Crypto tax reports and capital gains calculation

CoinTracker helps users stay compliant with local tax regulations by generating ready-to-file tax forms.

• Automatically calculates short- and long-term capital gains
• Generates IRS Form 8949 and international equivalents
• Handles staking income, mining, airdrops, and forks
• Supports accounting methods like FIFO, LIFO, and HIFO

Tax professionals can also use the platform to manage multiple clients and review audit trails.

Tax loss harvesting insights

For users looking to reduce their taxable gains, CoinTracker includes tools to identify opportunities for tax-loss harvesting.

• Highlights assets with unrealized losses
• Suggests strategic disposals before tax deadlines
• Helps users optimize sale timing across multiple assets

This feature is especially relevant for active traders and high-net-worth individuals seeking to lower their tax liability.

Multi-user access and accountant collaboration

CoinTracker supports multi-user collaboration, making it suitable for both individuals and tax professionals.

• Allows users to share read-only access with accountants
• Dedicated accountant dashboards for reviewing client portfolios
• Exportable CSVs and integrations with tax software

This reduces back-and-forth during tax filing and ensures accurate data sharing.

Why choose CoinTracker?

• Comprehensive tax reporting across jurisdictions: CoinTracker supports U.S., Canada, U.K., Australia, and more, accommodating global crypto users.
• Reliable wallet and exchange integrations: With one of the largest integration libraries, it reduces manual reconciliation significantly.
• Optimized for active and DeFi users: Handles staking, LP tokens, NFT trades, and DeFi interactions better than most competitors.
• Strong audit and compliance support: Transparent transaction histories and error detection tools make audits and reviews manageable.
• Trusted by tax professionals and CPAs: Its accountant dashboard is widely used by tax advisors working with crypto clients.