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TraderSync
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Comparing 2 providers in Tools

Software tools are not brokers and hold no funds. Automated orders execute in your own broker account, at your own risk.

Costs and terms
What to compareTraderSyncFull review →KoinlyFull review →
Service type
Trading journal and analysis
Crypto records and tax reports
What the tool does
Trading analysis software.

The subscription covers software and analysis tools; TraderSync states that it is not registered as a broker-dealer.

Software for consolidating crypto records.

Consolidates activity, tracks balances and calculates gains and losses. Koinly is not a wallet or exchange and does not hold users' crypto.

Paid plan: monthly charge
29.95 $/month

Monthly charge displayed with Monthly selected on the public page. Prices use $; checkout, tax or an individual coupon are separate.

Full annual charge for the named plan
269.52 $/year

The page displays a $269.52 annual charge and $22.46 monthly equivalent. That equivalent is not a monthly-billed offer; amounts are retained exactly as displayed.

Free trial
7 days

The help page says no credit card is needed to start the trial. Most features are included, but exporting Trades and Executions is excluded.

Premium: monthly billing
49.95 $/month

Monthly charge displayed with Monthly selected on the public page. Prices use $; checkout, tax or an individual coupon are separate.

Elite: monthly billing
79.95 $/month

Monthly charge displayed with Monthly selected on the public page. Prices use $; checkout, tax or an individual coupon are separate.

Asset types for journaling
Stocks, stock options, futures, futures options, forex and crypto.

Support refers to recording and analysing trades.

Performance calendar
Daily, monthly and yearly calendar views show profit and loss and trade counts.

The display follows the selected date range and account filters.

Trade imports
Direct sync for supported connections, or CSV file import.

Direct connection is available only for integrations marked Autosync in the provider's list; the import method depends on the broker or platform.

Supported API connections, CSV files and public wallet addresses.

The import method depends on the exchange, wallet and network. Check the specific integration instructions before relying on the imported history.

Market Replay practice
Pro: one-minute candles; Premium: one-second updates; Elite: 250 ms updates.

Replay precision depends on the plan. The pricing matrix assigns historical stock Level II to Elite. Journal support for an asset type does not establish the same simulator coverage or order-book depth.

Subscription plans
Pro, Premium, Elite

Monthly versus full annual charges: Pro $29.95 versus $269.52; Premium $49.95 versus $449.52; Elite $79.95 versus $719.52. Choose by journal requirements, Replay precision and stock depth; an annual monthly equivalent is not monthly billing.

Mobile access
Journal apps for iOS and Android.

Confirm that the selected subscription includes app access.

Limitations of practice results
Simulated results may differ from actual trading results.

The terms explain that hindsight-based testing cannot fully reflect the financial risk of trading.

Premium: full annual charge
449.52 $/year

The page displays a $449.52 annual charge and $37.46 monthly equivalent. That equivalent is not a monthly-billed offer; amounts are retained exactly as displayed.

Elite: full annual charge
719.52 $/year

The page displays a $719.52 annual charge and $59.96 monthly equivalent. That equivalent is not a monthly-billed offer; amounts are retained exactly as displayed.

Stock Level II in Replay
Elite: historical stock order-book depth.

For a view of stock bid/ask depth over time, consider Elite; for a minute chart alone, subsecond detail serves a different task. This scope is stocks; no options or futures depth entitlement is asserted.

Newbie: tax-year price
49 $/tax year

The public page displays $. Up to 100 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Hodler: tax-year price
99 $/tax year

The public page displays $. Up to 1,000 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Trader: tax-year price
199 $/tax year

The public page displays $. Up to 3,000 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Pro: starting tax-year price
299 $/tax year

The public page displays $. From $299. Up to 10,000 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Tax-report plan billing
One-time payment per tax year.

Buy a plan for the year you need reports for. Tax-report plans do not renew as subscriptions and there is no automatic charge for the next year.

Free-plan transaction limit
Up to 10,000 transactions.

The limit covers all wallets combined. Importing data and checking calculations are available, but generating reports is excluded.

Export formats
CSV and PDF, depending on report type.

The complete report is available as a PDF; itemized transaction, gains, income and holdings reports are available as CSV files for spreadsheet analysis or work with an accountant.

Tax-report plan transaction limits
Newbie: up to 100; Hodler: up to 1,000; Trader: up to 3,000; Pro: up to 10,000 transactions.

These are the limits listed in the help center. Plan selection considers the requested year and account-wide capacity; transactions beyond the Pro plan are purchased separately.

How historical activity affects plan selection
Transactions from earlier years may require a larger plan.

Both the report-year limit and the total account-wide limit apply. Check the counts on the Plans page even when you only need a report for one year.

How billable transactions are counted
Not every imported record counts as a billable transaction.

Deleted records and records marked as spam do not count. Multiple transactions merged into one count as one; the Plans page shows the capacity required.

Exchange and wallet support
Exchange, wallet and blockchain integrations, alongside CSV imports.

Check that every activity source and network you used appears in the integration list. A listing does not establish that every transaction type will import automatically.

Connection permissions
Read-only API and OAuth permissions.

Koinly describes these connections as importing existing activity history only. Activity data is still shared with the service; read-only access is not a guarantee of complete security.

Exchange integration example
Binance import through API or CSV.

The API does not provide all bot and NFT trade data, and some older history may be missing. Missing records require manual entry or CSV import.

Wallet integration example
Importing MetaMask history using a public address.

The instructions call for adding the addresses you used and reviewing transactions after syncing. A public address is sufficient for the documented import process.

File import limits
CSV or Excel, up to 10 MB per file.

Files are imported one at a time. Combining CSV and API data in the same wallet can create duplicates because the records from both sources may differ.

Data checks before generating a report
Balance reconciliation and checks for missing purchase history.

Add every wallet and exchange used and compare balances. Missing or incorrect data affects cost basis and the calculations.

Report languages
English, German, French, Spanish, Italian and Russian.

Hebrew is not listed among the report languages published by the provider. Number separators can also be changed in the formatting settings.

Report generation and filing
Downloadable reports; filing is the user's responsibility.

Koinly states that it does not submit reports to a tax authority on the user's behalf.

Working with an accountant
Preparation material, without personal tax advice.

The data and calculations do not replace tax advice, legal advice or an accountant's review. Confirm with your professional that the settings and files suit the reporting preparation.

Technical support scope
Chat and email; human support in English.

Support helps with imports and reviewing individual examples. It does not include an audit of the full history, tax advice or filing.

Paid data review
Expert Review is an optional add-on for data checks and corrections.

The add-on covers a specified tax year; reviews of additional years are purchased separately. Pricing varies and appears on the Plans page. The service concerns data and is not tax advice or an accounting audit.

Refund request conditions
Request within 7 days, subject to the terms of service.

A refund requires a product issue that remains unresolved within a reasonable time, and no report may have been downloaded. Do not rely on a refund for a change of mind alone.

Two-tax-year budget example
Report-year access and historical capacity are separate checks.

Hypothetical example: 1,000 transactions in 2023 and 1,000 in 2024. Two Hodler purchases at $99 per year total $198 and permit reports for both years. A $199 Trader purchase for 2024 unlocks only 2024 reports. In Settings > Plans, select the year and inspect the billable count; duplicate CSV records are not another tax year.

Example: transfer between own wallets
Match the withdrawal leg with the receipt.

Hypothetical exercise: withdrawing 1 ETH from Coinbase and receiving 1 ETH in MetaMask gives two records of the same transfer. In Transactions, select the records and use Merge in the lower toolbar. A wrong pairing can be separated with Ledger > Split entries. Software classification does not establish Israeli tax treatment.

Example: API and CSV duplicate
Different timestamps, amounts or transaction IDs can leave a duplicate.

After API sync, a CSV for the same period can add another 1 ETH withdrawal because its record differs. If the original transfer is already matched, keep it and inspect the unpaired record. In Transactions, use the bin icon only for an identified duplicate; View > Show deleted shows ordinary deletions that can be restored. Permanent deletion is a separate action.

Platforms
Web / iOS / Android
Web
Check with the provider

Service and entity
TraderSyncKoinly
Service type
Trading journal and analysis
Crypto records and tax reports

Main use
TraderSyncKoinly
What the tool does
Trading analysis software.

The subscription covers software and analysis tools; TraderSync states that it is not registered as a broker-dealer.

Software for consolidating crypto records.

Consolidates activity, tracks balances and calculates gains and losses. Koinly is not a wallet or exchange and does not hold users' crypto.

Subscription type
TraderSyncKoinly
Paid plan: monthly charge
29.95 $/month

Monthly charge displayed with Monthly selected on the public page. Prices use $; checkout, tax or an individual coupon are separate.

Full annual charge for the named plan
269.52 $/year

The page displays a $269.52 annual charge and $22.46 monthly equivalent. That equivalent is not a monthly-billed offer; amounts are retained exactly as displayed.

Trial and refund
TraderSyncKoinly
Free trial
7 days

The help page says no credit card is needed to start the trial. Most features are included, but exporting Trades and Executions is excluded.

Costs and service terms
TraderSyncKoinly
Premium: monthly billing
49.95 $/month

Monthly charge displayed with Monthly selected on the public page. Prices use $; checkout, tax or an individual coupon are separate.

Elite: monthly billing
79.95 $/month

Monthly charge displayed with Monthly selected on the public page. Prices use $; checkout, tax or an individual coupon are separate.

Asset types for journaling
Stocks, stock options, futures, futures options, forex and crypto.

Support refers to recording and analysing trades.

Performance calendar
Daily, monthly and yearly calendar views show profit and loss and trade counts.

The display follows the selected date range and account filters.

Trade imports
Direct sync for supported connections, or CSV file import.

Direct connection is available only for integrations marked Autosync in the provider's list; the import method depends on the broker or platform.

Supported API connections, CSV files and public wallet addresses.

The import method depends on the exchange, wallet and network. Check the specific integration instructions before relying on the imported history.

Market Replay practice
Pro: one-minute candles; Premium: one-second updates; Elite: 250 ms updates.

Replay precision depends on the plan. The pricing matrix assigns historical stock Level II to Elite. Journal support for an asset type does not establish the same simulator coverage or order-book depth.

Subscription plans
Pro, Premium, Elite

Monthly versus full annual charges: Pro $29.95 versus $269.52; Premium $49.95 versus $449.52; Elite $79.95 versus $719.52. Choose by journal requirements, Replay precision and stock depth; an annual monthly equivalent is not monthly billing.

Mobile access
Journal apps for iOS and Android.

Confirm that the selected subscription includes app access.

Limitations of practice results
Simulated results may differ from actual trading results.

The terms explain that hindsight-based testing cannot fully reflect the financial risk of trading.

Premium: full annual charge
449.52 $/year

The page displays a $449.52 annual charge and $37.46 monthly equivalent. That equivalent is not a monthly-billed offer; amounts are retained exactly as displayed.

Elite: full annual charge
719.52 $/year

The page displays a $719.52 annual charge and $59.96 monthly equivalent. That equivalent is not a monthly-billed offer; amounts are retained exactly as displayed.

Stock Level II in Replay
Elite: historical stock order-book depth.

For a view of stock bid/ask depth over time, consider Elite; for a minute chart alone, subsecond detail serves a different task. This scope is stocks; no options or futures depth entitlement is asserted.

Newbie: tax-year price
49 $/tax year

The public page displays $. Up to 100 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Hodler: tax-year price
99 $/tax year

The public page displays $. Up to 1,000 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Trader: tax-year price
199 $/tax year

The public page displays $. Up to 3,000 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Pro: starting tax-year price
299 $/tax year

The public page displays $. From $299. Up to 10,000 transactions. One-time report-year purchase, without automatic renewal. Account history also affects capacity; additional Pro transactions cost extra.

Tax-report plan billing
One-time payment per tax year.

Buy a plan for the year you need reports for. Tax-report plans do not renew as subscriptions and there is no automatic charge for the next year.

Free-plan transaction limit
Up to 10,000 transactions.

The limit covers all wallets combined. Importing data and checking calculations are available, but generating reports is excluded.

Export formats
CSV and PDF, depending on report type.

The complete report is available as a PDF; itemized transaction, gains, income and holdings reports are available as CSV files for spreadsheet analysis or work with an accountant.

Tax-report plan transaction limits
Newbie: up to 100; Hodler: up to 1,000; Trader: up to 3,000; Pro: up to 10,000 transactions.

These are the limits listed in the help center. Plan selection considers the requested year and account-wide capacity; transactions beyond the Pro plan are purchased separately.

How historical activity affects plan selection
Transactions from earlier years may require a larger plan.

Both the report-year limit and the total account-wide limit apply. Check the counts on the Plans page even when you only need a report for one year.

How billable transactions are counted
Not every imported record counts as a billable transaction.

Deleted records and records marked as spam do not count. Multiple transactions merged into one count as one; the Plans page shows the capacity required.

Exchange and wallet support
Exchange, wallet and blockchain integrations, alongside CSV imports.

Check that every activity source and network you used appears in the integration list. A listing does not establish that every transaction type will import automatically.

Connection permissions
Read-only API and OAuth permissions.

Koinly describes these connections as importing existing activity history only. Activity data is still shared with the service; read-only access is not a guarantee of complete security.

Exchange integration example
Binance import through API or CSV.

The API does not provide all bot and NFT trade data, and some older history may be missing. Missing records require manual entry or CSV import.

Wallet integration example
Importing MetaMask history using a public address.

The instructions call for adding the addresses you used and reviewing transactions after syncing. A public address is sufficient for the documented import process.

File import limits
CSV or Excel, up to 10 MB per file.

Files are imported one at a time. Combining CSV and API data in the same wallet can create duplicates because the records from both sources may differ.

Data checks before generating a report
Balance reconciliation and checks for missing purchase history.

Add every wallet and exchange used and compare balances. Missing or incorrect data affects cost basis and the calculations.

Report languages
English, German, French, Spanish, Italian and Russian.

Hebrew is not listed among the report languages published by the provider. Number separators can also be changed in the formatting settings.

Report generation and filing
Downloadable reports; filing is the user's responsibility.

Koinly states that it does not submit reports to a tax authority on the user's behalf.

Working with an accountant
Preparation material, without personal tax advice.

The data and calculations do not replace tax advice, legal advice or an accountant's review. Confirm with your professional that the settings and files suit the reporting preparation.

Technical support scope
Chat and email; human support in English.

Support helps with imports and reviewing individual examples. It does not include an audit of the full history, tax advice or filing.

Paid data review
Expert Review is an optional add-on for data checks and corrections.

The add-on covers a specified tax year; reviews of additional years are purchased separately. Pricing varies and appears on the Plans page. The service concerns data and is not tax advice or an accounting audit.

Refund request conditions
Request within 7 days, subject to the terms of service.

A refund requires a product issue that remains unresolved within a reasonable time, and no report may have been downloaded. Do not rely on a refund for a change of mind alone.

Two-tax-year budget example
Report-year access and historical capacity are separate checks.

Hypothetical example: 1,000 transactions in 2023 and 1,000 in 2024. Two Hodler purchases at $99 per year total $198 and permit reports for both years. A $199 Trader purchase for 2024 unlocks only 2024 reports. In Settings > Plans, select the year and inspect the billable count; duplicate CSV records are not another tax year.

Example: transfer between own wallets
Match the withdrawal leg with the receipt.

Hypothetical exercise: withdrawing 1 ETH from Coinbase and receiving 1 ETH in MetaMask gives two records of the same transfer. In Transactions, select the records and use Merge in the lower toolbar. A wrong pairing can be separated with Ledger > Split entries. Software classification does not establish Israeli tax treatment.

Example: API and CSV duplicate
Different timestamps, amounts or transaction IDs can leave a duplicate.

After API sync, a CSV for the same period can add another 1 ETH withdrawal because its record differs. If the original transfer is already matched, keep it and inspect the unpaired record. In Transactions, use the bin icon only for an identified duplicate; View > Show deleted shows ordinary deletions that can be restored. Permanent deletion is a separate action.

Access and currencies
TraderSyncKoinly
Platforms
Web / iOS / Android
Web

Check with the provider

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