CoinTracker Portfolio & Tax

CoinTracker Portfolio & Tax

Product Overview

CoinTracker Portfolio & Tax provides comprehensive cryptocurrency portfolio tracking and tax reporting, supporting 800+ platforms with automated tax form generation and integration with major tax software.

Core Product Features

Portfolio Tracking

Multi-Platform Sync: 500+ exchanges and wallets.

Smart Contract Support: 50,000+ contracts tracked.

dApp Integration: 600+ decentralized apps.

Real-Time Updates: Live portfolio valuation.

Performance Charts: Visual gains/losses tracking.

Tax Reporting

Form Generation: IRS 8949 and Schedule D.

Tax Software Integration: TurboTax, H&R Block direct filing.

Tax-Loss Harvesting: Optimization recommendations.

Multi-Year Support: Historical tax data.

Data Import

Exchange APIs: One-click sync from exchanges.

Wallet Tracking: Blockchain address monitoring.

CSV Upload: Manual data import option.

DeFi Support: Automated DeFi transaction tracking.

Security

Read-Only Access: No withdrawal permissions.

Encryption: End-to-end data protection.

2FA: Token-based authentication.

SOC Certified: SOC 1 and SOC 2 compliance.

Key Product Differentiators

User Scale: 3M+ users trust CoinTracker.

Integration Depth: 800+ platform support.

Tax Software: Direct TurboTax/H&R Block filing.

Security: SOC 1 & SOC 2 certified.

Ideal Use Cases

• Retail investors tracking crypto portfolios
• Traders preparing annual tax filings
• DeFi users with complex transaction histories
• Accountants managing client crypto taxes
• Multi-exchange users consolidating data