Make Your Crypto Portfolio
Tax-Compliant in 4 Simple Steps
Import Your Transactions
Start by choosing the exchange, wallet or blockchain you want to connect to your CoinTracking account. Pro-tip: Start with the exchange you use most. This will give you a solid foundation in your dashboard.
Goal: Fully automated imports – complete, regular, and error-free
Choose the import method that suits you best:
- API Import (Recommended):
Connect your wallets or exchanges directly via API. CoinTracking will automatically import all transactions and keep them updated → See API Import Guide.
- CSV Import:
Export CSV files from your exchanges and upload them into CoinTracking → How CSV Import Works.
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- Other Options:
Manual Import: Add individual transactions manually.
Custom Import: Import custom file formats with full flexibility → Custom Import Guide.
Stay on Top of Your Portfolio & Gains
Goal: Get a clear overview of your portfolio in crypto and in your local currency
- Dashboard:
Your personal tax & portfolio cockpit. Track your portfolio value, coin prices, trades, and balances by exchange or by currency in one place. Use the dashboard to monitor your performance and adjust your strategy with real data.
- Current Balance
See exactly how many units of each coin you hold and their current market value.
- Balance by Exchange or Wallet:
View your holdings sorted by exchange or wallet. Ideal if you use multiple platforms.
- Your Personal Timeline
View your holdings sorted by exchange or wallet. Ideal if you use multiple platforms.
Review Transactions & Validate Your Account
Goal: Fully automated imports – complete, regular, and error-free
Use our built-in tools to review your data and ensure accuracy:
- Balance Check:
Do the balances match across wallets and exchanges? → Balance Check
- Find Missing or Duplicate Transactions:
Ensures that no transaction is left out or counted twice. → Missing Transactions Report
- Account Validation:
Helps you to quickly identify and fix inconsistencies in your data. → How to validate my Account
Generate Your Tax Report
Goal: Get an official tax report with just a few clicks
Create a detailed, tax-compliant report for your crypto activity. Perfect for your annual tax return or in case of a request from the tax authorities.→ Tax Report Guide
Need Help?
Start by choosing the exchange, wallet or blockchain you want to connect to your CoinTracking account. Pro-tip: Start with the exchange you use most. This will give you a solid foundation in your dashboard.