Check out my review of CoinTracking on YouTube!


CoinTracking is one of the most feature-rich cryptocurrency portfolio and tax trackers.  Not only do they have a fantastic web based platform, they have a mobile app for both Android and iOS phones.  The app was recently revamped in September, so be sure to check out the new one if you had their older version.  They also provide reporting for tax purposes, which is a huge benefit considering governments are going to start cracking down on people avoiding paying taxes on their gains.  A few of the most important features are broken down in detail below.  

This guide will go over CoinTracking as a whole, but individual reviews on the mobile app and web platform are coming soon!  And here is a 10% discount! Even if you sign up for the free version at first you will get 10% off if you choose to upgrade later on!


Exchange and Wallet Tracking

CoinTracking makes tracking your transactions from Exchanges and wallets very simple.  At the time of this writing, they support roughly 30 exchanges, 5 specific wallets, and general wallet imports from the actual blockchains. The two primary ways to import transactions are manually by using a CSV file, or automatic by using an API

Even though the CSV method is manual, they provide clear instructions for how to export a report from your exchange or wallet and then upload it.  The first screenshot below shows all the currently supported exchanges and wallets for this method.  The second screenshot shows an example of the steps they provide to get the CSV report and upload it.  Note that even if your exchange is not on this list you can still format a CSV file with trade data and upload it.

Showing the supported exchanges and wallets for using the CoinTracking CSV import function

Shows instructions to get the Bitfinex CSV file for uploading into CoinTracking

The easiest and more automatic process is setting up API access to a supported exchange.  You will need the paid version to use this feature, so check the beginning or end of this article for the 10% discount!  There are settings to allow it to check for new trades daily, or you can manually run a job whenever you need to.  The first screenshot below shows the supported exchanges for API imports.  The second screenshot shows instructions for setting one of them up, so you can see how easy it is.

Shows the supported exchanges and wallets for using the API import feature

Instructions for setting up an exchange for the automatic API imports

If both of the methods above fail, they provide a CSV, Excel, and other custom templates for import.  They also allow you to enter individual transactions manually, which is ideal for tracking ICOs or gambling winnings.  It’s a fluid process and you can duplicate transactions, so they make it as painless as possible.

Ability to import a csv or excel template, as well as a custom formatted file for non-supported exchanges


Tax Reporting

This feature is extremely important for those of us who live in places that are cracking down on tax reporting of cryptocurrencies.  They provide a lot of different options for preparing a report, so you can easily generate one that will fit your reporting needs.  The screenshot below shows the options available when generating a tax report on CoinTracking.  It provides different tax percentages, various pricing and accounting methods, and even allow for calculating margin trades.  

Showing available options for running a tax report on CoinTracking

Once you run a tax report, you will have the option to load the regular report or load a very detailed version.  It also separates out Income, Capital Gains, Gifts, Lost/Stolen, etc. into their own separate reports.   The below screenshot is an example of the capital gains section.  Notice there are options for exporting in Form 8949, TaxAct, and TurboTax compatible formats.  Check back for guides on running and reading one of these reports!

Snippet of Capital Gains Report from CoinTracking


Misc Features

There are a huge number of features that CoinTracking provides.  The biggest being portfolio and tax tracking.  A few of the other nice-to-have features are detailed below.

They offer a nice dashboard page that shows a wealth of information.  The screenshots below are from their live demo.  They even have a nice timeline feature that shows when you first used an exchange or bought a certain cryptocurrency. 

Dashboard page from the CoinTracking Demo showing portfolio overview

Bottom half of CoinTracking demo dashboard showing timeline of trading and different allocation views


They also offer some basic research tools and charting.  The first screenshot is from their Coin Trends page that currently has 5091 different cryptocurrencies.  The second screenshot shows the chart tool that appears when you click on “Chart” from the Coin Trends page.  They also have a current balance report that displays your portfolio in the same way so you can see the trend of each cryptocurrency in your portfolio for 1hr/24hr/7d/30d.

Coin Trends research page shows gain/loss of different cryptocurrencies in different time frames

Showing the chart feature of CoinTracking

Lastly, they include various reports to show balances by exchange and by currency.  They also provide you with trade statistics, trade analysis, and the current realized/unrealized gains for each cryptocurrency in your portfolio.  CoinTracking really gives a comprehensive overview of your portfolio, and they are continuously improving so I am excited to see more features in 2018.


Account Plans

There are 3 different account plans for CoinTracking.  The types are Free, Pro, and Unlimited.  The screenshot below summarizes the features of each.  You can buy 1 year, 2 year, and lifetime subscriptions.  Note that even though the Free version has an “X” for tax reports, it will let you run a tax report as long as you have less than 100 trades!

Current pricing tiers for CoinTracking



CoinTracking is one of the best cryptocurrency portfolio and tax trackers out there.  The mobile app is also fantastic and has a great widget so you can get a quick glance of your portfolio from your phone or tablet.  Please consider using my referral link for 10% off!  Even if you get the free version, the 10% will be available if you decide to upgrade down the road.  Check out this article for a couple of other tax resources!


  1. Largo


    I fail to see the value of the PRO subscription. It has a limit of 3500 on the account, not per year.

    So you pay every year but once you’ve reached an all-time total of 3500 trades on your account, you’re pretty much obliged to go Unlimited or abandon your account because the site won’t let you import any more trades.

    Looking at my trade history, I’m already close to 500 trades in 2 months and I only had 20 orders, At this rate, my 2-year PRO plan will be useless after a year and half.

    Any thoughts?

    • Chris McCoy

      Hi Largo,

      It’s definitely dependent on your situation. In this case, it does sound like you will easily hit the 3500 limit. If you don’t plan to do a lot of active trading, this might still be ok. If you do though, you could always check out Bitcoin.Tax. Their plans are yearly but the basic one allows up to 10k transactions and is $30. The second one starts at $99 and has an unlimited option, but no specific pricing mentioned. There aren’t nearly as many features though, so that would be the big trade off.

      The only work around for CoinTracking would be to consolidate your positions at the start of the year, but that could take a lot of work if you are holding multiple positions bought at various times.


  2. Tony

    Hey Chris, I just got set up with CoinTracking (free version for now, but I used your link just incase!) and it looks great. Small glitch at first where my Electrum wallet imported a deposit as LTC but withdrawal as BTC, my account was negative $6k for a while! Lol.

    Wondering if you have experience with importing multiple CSV’s from the same exchange though. For instance, I now have everything from Binance on CoinTracker – but when I want to update it, do I have to be careful not to include old trades on the new CSV or is it smart enough to not include duplicate trades?

    Thanks man!

    • Chris McCoy

      Hey Tony,

      Awesome and thanks for using the referral link! Yeah, I plan to do some guides around adding transactions and things to watch out for. It’s very good about exchange calculations, but when you get into transfers from Wallets and internal transfers it can need a little modification.

      It is smart enough to not include duplicate trades. It looks like each trade imports with a unique ID value, so when you go to import again, it will mark any with the same ID as “skipped”.

      • David Higgs

        Hi Chris… I’m using Cointracking but doing everything manually. How safe are the APIs? I’m a bit reluctant to connect a third party directly to my exchanges

        • Chris McCoy

          Hi David,

          I consider the APIs to be very safe. When creating an API key through an exchange like CoinBase, it will ask what permissions the application should have. Notice in these instructions they mention only checking the boxes with “read permission”: . This means it will only have the ability to query your account and not make any changes.

          Each exchange is different though. For example, I don’t think KuCoin has this functionality in their API, so anything accessing it would have all permissions. I would just check the exchanges you are using to make sure they enable specific permissions to be set.

          Hope that helps!



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