CoinTracker

CoinTracker is a cryptocurrency portfolio and tax compliance platform that enables individuals and institutions to track, analyze, and report digital asset activity across wallets, exchanges, and blockchain networks. Founded in 2017 by Chandan Lodha and Jon Lerner, CoinTracker is a venture-backed company headquartered in San Francisco. It is supported by leading investors including Y Combinator, Accel, Initialized Capital, and Coinbase Ventures.

With support for over 30,000 cryptocurrencies and deep integrations across exchanges, wallets, and protocols, CoinTracker serves more than 2.5 million users globally.

Unified Portfolio and Tax Tracking

CoinTracker’s platform allows users to automatically consolidate crypto transactions across 300+ exchanges and wallets, providing a real-time view of portfolio value, investment performance, and tax liabilities. Users can view:

• Real-time balances and portfolio performance

• Historical transaction and gain/loss breakdowns

• Income from staking, mining, airdrops, and forks

• DeFi activity, liquidity pools, and NFT holdings

• Tax impact per asset and year-over-year summaries

Tax Reporting and Compliance

CoinTracker automates tax reporting for over 100 countries, offering features for both individuals and professionals:

• Generates capital gains reports (Form 8949, Schedule D in the U.S.)

• Supports tax-loss harvesting for strategic rebalancing

• Integrates with tax filing software such as TurboTax and H&R Block

• Offers CPA tools and white-labeled tax solutions for firms

Reports are compliant with IRS, HMRC, CRA, and other regulatory bodies, making CoinTracker a go-to solution for crypto tax filing.

Exchange and Wallet Integrations

CoinTracker seamlessly connects with over 300 services, including:

• Major exchanges: Coinbase, Binance, Kraken, OKX, Bitfinex, Gemini

• Wallets: MetaMask, Ledger, Trezor, Phantom, Rainbow, Trust Wallet

• DeFi and on-chain activity: Integrated parsing of DeFi transactions via Etherscan and other blockchain explorers

This allows users to maintain accurate, automated records of trades, transfers, and income.

Security and Privacy

CoinTracker prioritizes user privacy and compliance:

• Read-only access for all exchange and wallet integrations

• Bank-grade encryption for data storage and transfers

• No custody of user funds

• SOC 2-compliant data architecture

• Optional two-factor authentication and secure cloud backups

All user data remains encrypted and anonymized to ensure privacy without sacrificing reporting accuracy.