CoinTracker
Simplify crypto taxes and track your portfolio with ease.
Executive Summary
CoinTracker is a leading crypto tax software and portfolio tracker designed for individual investors and enterprises. It automates the complex process of tracking crypto transactions across over 500 exchanges and wallets, calculating capital gains/losses, and generating IRS-ready tax reports. The platform provides real-time portfolio insights and tax optimization tools, streamlining compliance and saving users significant time and effort in managing their digital assets.
Use Cases
- Calculate and file crypto taxes accurately for individuals.
- Track and manage cryptocurrency portfolios across various platforms in real-time.
- Optimize tax liabilities through features like tax-loss harvesting.
- Report complex crypto transactions such as DeFi, NFTs, staking, and airdrops.
- Ensure tax compliance for crypto brokers and exchanges under new regulations (Enterprise).
- Streamline crypto accounting and audit processes for businesses.
Features
Visibility
- Real-time Portfolio Tracking: Monitors crypto holdings across multiple exchanges and wallets, providing current value, performance, and unrealized returns.
- Daily Portfolio Updates: Users receive daily email updates on portfolio value, past day return, total return, and harvestable tax losses.
- Detailed Asset Insights: Provides in-depth views of each asset, including price, holdings, cost basis, and individual tax lots.
- NFT & DeFi Support: Tracks and categorizes assets and transactions across decentralized finance protocols and NFT marketplaces.
Intelligence
- Automated Tax-Loss Harvesting: Identifies opportunities to sell assets at a loss to offset capital gains, maximizing tax savings.
- Spam Transaction Detection & Management: Automatically flags and allows users to manage spam transactions, excluding them from transaction limits and calculations.
- Flexible Cost Basis Methods: Allows users to select and change cost basis calculation methods (e.g., FIFO, LIFO) to optimize tax outcomes.
- Automated DeFi & Staking Categorization: Automatically imports and categorizes complex DeFi transactions (liquidity pools, lending) and staking rewards for accurate reporting.
Support
- Live Support & Helpbot: Offers live support for paid plans and an AI-powered helpbot, Chatoshi, for instant answers.
- Tax Professional Collaboration: Enables users to invite or accept invitations from tax professionals/CPAs to collaborate on tax reporting.
- CoinTracker Connect: A white-glove support service connecting users with tax professionals or specialists for crypto tax consulting.
- 24-hour Support: Provides 24-hour support for its full tax product suite.
Technical Specifications
- Architecture
- Cloud-native SaaS platform with a crypto accounting subledger for enterprise clients.
- Deployment
- Cloud/SaaS
- Authentication
- SSO, MFA, OAuth 2.0
- API Available
- Yes
- MCP Server
- No
AI/ML Stack
- Machine Learning
Integrations
- TurboTax
- H&R Block
Security & Compliance
Certifications: SOC 2 Type II
Encryption: AES-256 at rest, TLS 1.3 in transit (implied by 'end-to-end encryption' and 'secure API connections')
Pricing
- Model
- Tiered subscription based on transaction count, annual plans
- Starting Price
- Free tier available; Paid plans start at $59/year (Base), $199/year (Premium), $599/year (Ultra). Enterprise pricing is custom.
- Target Customer
- SMB to Enterprise
- Contract Type
- Annual
- Free Trial
- Yes, Free plan available with limited features; 30-day money-back guarantee for paid plans. (credit card required)
About CoinTracker
CoinTracker provides cryptocurrency portfolio tracking and tax compliance software, helping over 2.5 million traders, investors, and professionals manage crypto taxes and portfolio tracking.