Managing cryptocurrency portfolios efficiently requires more than just tracking price movements—it demands detailed insights, accurate data organization, and comprehensive reporting tools. CoinTracking offers a powerful suite of reports and services designed to give users full visibility into their trading activity, portfolio performance, tax obligations, and overall financial health in the digital asset space.
Whether you're a seasoned trader or a long-term investor, understanding your transaction history, realized gains, fee structures, and asset distribution is crucial. This guide explores the core reporting features of CoinTracking, organized by function, to help you make informed decisions and streamline your crypto financial management.
Trade-Focused Reports
These reports provide granular insights into your trading behavior, transaction pricing, and associated costs.
Historical Balance & Trade Statistics
Visualize the historical daily values of all your coins and currencies over time. This report displays both the amount and market value of your holdings in graphical format, allowing you to track growth trends across individual assets or grouped categories. It’s ideal for assessing long-term portfolio development.
👉 Discover how historical data can boost your investment strategy.
Trade List
A complete, searchable table of all your transactions, filterable by type (buy/sell/transfer), exchange, date range, and more. For deeper analysis, switch to the [full view] mode that reveals extended details such as cost basis, fees, and net proceeds.
Trade Prices
See the exact transaction price of each trade at the time it occurred, including the spread between buy and sell rates. This helps identify slippage and evaluate trade execution quality across different platforms.
Trading Fees
Analyze all your trading fees in both tabular and graphical formats. The report calculates fee values either at the time of transaction or on a specific valuation date. Charts group fees by exchange or custom trade groups—perfect for comparing platform efficiency.
Number of Trades
Track your total number of trades and transactions, segmented by exchange, trade group, or transaction type. View activity trends over days, months, or years to understand your trading frequency and behavior patterns.
Double-Entry / Ledger List
Maintain accounting accuracy with a full debit and credit ledger of every transaction, including deposits, withdrawals, and fees. Each entry shows value at the time of transaction, aligning with standard financial accounting practices.
Portfolio & Balance Analysis
Gain real-time and historical insights into your portfolio composition and value fluctuations.
Current Balance
View your current balance across all currencies, including total amounts, percentage distribution, and recent trends. This snapshot helps assess diversification and spot concentration risks instantly.
Daily Balance
Monitor the value and amount of your holdings grouped by day, week, or month. Use this report to reconstruct your portfolio's worth at any point in the past—essential for audits or tax calculations.
Balance by Exchange
See all current holdings categorized by exchange, transaction type, or trade group. Know exactly where your assets are located and their current versus original value.
Balance by Currency
Get detailed metrics per coin or currency: number of transactions, total amounts, values, and trading volume, organized by time period (daily to yearly). Ideal for performance benchmarking.
Coins by Exchange
Track the location of all your coins, showing amount and value across exchanges and wallet types. Helps manage security and liquidity across multiple platforms.
Gains, Taxation & Compliance Tools
Maximize profitability while staying compliant with tax regulations through advanced gain tracking and audit-ready reporting.
Realized and Unrealized Gains
Accurately calculate both realized profit/loss and unrealized gains using precise cost basis methods. The report links purchases to sales and shows sales value versus original investment—critical for performance evaluation.
Tax-Privileged Coins (Short & Long)
Determine which assets qualify for favorable tax treatment based on holding period. This report identifies how many coins can be sold under short-term vs. long-term capital gains rules—helping optimize tax liability.
Roll Forward / Audit Report
Generate a detailed asset movement report suitable for financial statements, tax filings, or external audits. Includes opening balances, period activity, and closing positions with full transparency.
Trade Analysis
Dive into coin pair performance with metrics like average purchase price, break-even point, and net profit/loss per trading pair. Enhances strategic decision-making for active traders.
Average Purchase Prices
Automatically compute the average acquisition cost for each coin across all purchases. Useful for evaluating entry points and planning future sell strategies.
Data Integrity & Validation Checks
Ensure your records are accurate and reliable with built-in validation tools.
- Missing Transactions Check: Identifies gaps in deposit/withdrawal records so you can correct omissions.
- Duplicate Transactions Check: Flags repeated entries that could distort reports and taxes.
- Validate Transactions Tool: Scans all data for errors or warnings and provides troubleshooting guidance to maintain data integrity.
Market Insights & Trend Analytics
Stay informed with real-time and historical market intelligence.
Coin Trends
Access a comprehensive pricelist of all digital currencies, featuring live price trends, market capitalization, and order book depth.
Coin Charts
Explore historical price charts for any cryptocurrency or token. Customize timeframes and indicators to support technical analysis.
Coin Price Calculator
Convert between any digital assets using current or historical exchange rates—ideal for calculating past trade values or simulating hypothetical investments.
User Statistics
Compare your performance against aggregated user averages, including typical portfolio size, trading frequency, and popular coins.
Bitcoin Analysis
Delve into experimental analytics for BTC, including EMA crossovers, on-chain metrics, and search trend correlations.
Tax Reporting & Professional Support
Simplify tax season with structured reporting and expert assistance.
Tax Report
Generate official tax reports tailored to various jurisdictions. Options include:
- Capital Gains & Losses
- Income from Mining/Staking
- Gifts & Donations
- Lost or Stolen Coins
- Closing Stock Positions
Each report follows recognized accounting standards and supports multiple cost-basis methods (FIFO, LIFO, HIFO).
👉 Learn how accurate reporting can reduce tax stress.
Tax Information
CoinTracking partners with certified tax professionals experienced in crypto taxation. They can assist with auditing your data and preparing compliant filings—giving you peace of mind during tax season.
CoinTracking Full-Service
Outsource your entire workflow with this premium offering. Services include transaction imports, data reviews, ongoing maintenance, and professionally prepared tax reports—perfect for busy investors or those new to crypto accounting.
Additional Features & Utilities
Enhance usability and security with supplementary tools.
- Import Transactions: Pull data from over 80 exchanges automatically or enter trades manually.
- Easy Enter Statistics: A simplified tracking system for users who prefer not to import full trade histories.
- Public Portfolio: Share your investment journey by creating a customizable public profile.
- Trade Backup: Securely back up your entire portfolio and restore it anytime—protecting against data loss.
- Data API: Integrate CoinTracking data into third-party apps or dashboards via API access.
- Mobile App: Track your portfolio on Android and iOS devices with real-time updates.
- New Features Page: Stay updated on platform enhancements and tool upgrades.
- Partner Benefits: Access exclusive deals, discounts, and airdrops through CoinTracking’s partner network.
- CoinTracking Blog: Read industry news, feature announcements, and educational content.
👉 See how top traders use portfolio tools to gain an edge.
Frequently Asked Questions (FAQ)
Q: Can CoinTracking handle multiple exchanges?
A: Yes—CoinTracking supports automated imports from over 80 exchanges, consolidating all your trading data into one unified dashboard.
Q: Is the tax reporting compliant with IRS guidelines?
A: Absolutely. CoinTracking follows IRS guidelines for virtual currency reporting and supports FIFO, LIFO, and other accepted accounting methods.
Q: How does the Roll Forward report help with audits?
A: It provides a chronological audit trail of asset movements, including opening/closing balances and period activity—exactly what auditors require.
Q: Can I track unrealized gains in real time?
A: Yes. The Realized and Unrealized Gains report updates dynamically as prices change, showing current profit/loss on unsold holdings.
Q: Does CoinTracking offer mobile access?
A: Yes. Download the official CoinTracking app on Android or iOS to monitor your portfolio anytime.
Q: Are there tools to fix import errors?
A: Yes. Use the Validate Transactions tool to detect issues, plus Duplicate and Missing Transaction checks to clean up your data.
By leveraging these robust reporting capabilities, users gain full control over their cryptocurrency finances—turning complex data into actionable insights.