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.
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.
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.
Compare licence prices, tool limits and live-data connection permissions. See what each ATAS plan includes, how to stop the trial, and which data and trading costs need a separate budget.
ATAS provides an analytical environment with external connections; NinjaTrader combines software and futures brokerage. Compare volume classification, depth, tool entitlements, practice and separate costs.
Compare the product, execution role and transfer route. Work through equal-notional futures fees, conflicting spot figures and checks that can change the total cost.
KCEX publishes lower execution fees, but the comparison depends on the product, account rate and fill price. Separate trading fees from funding and withdrawals.
Compare the same contract by account and trading channel. A maker-entry/taker-exit example shows how MEXC's API schedule changes the result and what to add before withdrawing.
Bookmap and ATAS offer different ways to read market activity. Compare resting liquidity with executed volume, match connections to practice and execution, and budget for licences and data separately.
Bookmap focuses on liquidity and executions over time; TradingView offers charts, alerts and scripts. Compare the data type, volume calculation and role of each application.
When stock base commission is zero, assess account scope, securities, fractions, trading tools, service charges and portfolio portability before choosing.
An exchange account, simple buying and derivatives are distinct services. Compare Coinbase and Bybit by permissions, executed value, funding and asset exit.
Check account permissions and the final outcome: simple purchasing, spot or a contract. Compare Coinbase and KCEX by net cost, withdrawal conditions and risk.
Total budget, trade value and execution commission are different inputs. Compare a Coinbase quote with the appropriate MEXC route, including pair, MX and API exceptions.
Compare controls by purpose: authenticating login, changing settings, withdrawal destinations and recovering access. A documented feature is neither a safety rating nor a custody guarantee.
An API key must match its task and API family. Compare permissions, IP restrictions and account scope, separating data records from trading and asset-transfer capabilities.
Compare KCEX, MEXC and Bybit for Israeli residents: spot and futures fees, discounts, deposit routes and service restrictions to check before opening an account.
A limit constrains the fill price but guarantees neither a fill nor maker fees. Compare order-book behavior, Post-Only and time in force before relying on the entered price.
Check TradingView and MetaTrader connections, normalize commission units and identify the contracting company for international Eightcap and OANDA US forex.
For EUR/USD in a USD account, Raw’s $6 round-trip commission per lot equals 0.6 pips. Examples at one lot and one tenth of a lot show when a spread saving covers it, alongside currency and platform rates.
Raw forex in a USD account: round-trip commission per lot is $6 at FP Markets on MT4/MT5 versus $7 at Eightcap under its international table. A $1 difference can be offset by spread; TradingView connections, cTrader and the contracting entity complete the decision.
Raw per-lot pricing versus Prime USD-turnover pricing: compare tariffs, billing timing, platform compatibility and permissions with a scoped worked example.
Choose between FTMO 1-Step and 2-Step using daily and static or trailing loss limits, the Consistency or Best Day rule based on the order or merge date, Standard and Swing accounts, and evaluation fee refunds.
Compare FTMO Challenge and Stellar by evaluation stages, loss limits, platforms and reward timing. Check how a programme fits your workflow before paying.
Compare FTMO CFD with Topstep Trading Combine by market, loss allowance, trading hours and programme progression. Simulated buying power is not a cash balance.
Compare futures Flex with standard Trading Combine: targets, trailing floors, billing, qualifying days and rewards. Stellar CFD terms are kept outside this comparison.
Separate execution accounts, trade data and the order book. Examine each tool's role, required permissions and a futures workspace without assuming automatic integration.
Compare an appropriate US account with a multi-currency portfolio workflow: opening restrictions, stock pricing, foreign trading, recurring purchases and fractional-share limitations.
An exchange file records activity at that provider; Koinly can combine sources and calculate from the data. Check coverage, transfers and duplicates before handing over reports.
Define the product before comparing spot holdings with a derivative. Examine Kraken and Bybit trading fees, execution and funding using equal-notional examples.
Separate zero trading commission from buying and withdrawal costs. Compare Kraken Pro and KCEX using execution price, funding, networks and exit workflow.
Ledger signs transactions and protects keys; Koinly consolidates data for reconciliation and reports. Combining them requires public addresses, complete history and checks before export.
Compare all five Ledger models by phone and desktop connectivity, transaction readability and backup options to choose a device that fits how you use crypto.
The choice depends on who signs and how access is recovered. Coinbase documents several wallet types and a Ledger connection to the Base extension; these differ from its exchange account.
A worksheet comparing Ledger self-custody with an exchange balance: key control, recovery after a failure, trading access and the cost of returning funds.
Compare orders, automation and migration across MT4, MT5 and cTrader, with a netting-versus-hedging example and a clear separation of software features from broker terms.
Compare NinjaTrader Clearing pricing with the US Plus500 Futures offering only. Assess per-side commissions, plan fees, data and withdrawals without importing Plus500 CFD terms.
Compare service roles, capital, margins, programme limits and operating costs. A NinjaTrader Clearing account and Combine are different account arrangements.
Plus500EE spread pricing versus Eightcap Standard and Raw: platforms, round-trip costs, financing and net profit/loss conversion with worked scenarios.
Plus500EE CFDs versus OANDA US forex: identify the contract, compare financing in consistent units and distinguish spread, conversion and account costs.
One-time challenges versus subscriptions, activation, resets and conditional refunds. Budget calculations for specified programmes without assuming a pass, discount or account acceptance.
When rewards can be requested, which profits count, how caps and splits affect money received, and what changes afterward. Every figure is tied to its programme and cohort.
Kraken offers recurring-order management in its app; Coinbase executes a purchase at setup and requires a new schedule to change amount or frequency. Compare every charge.
Compare Belize’s RoboForex Ltd with US OANDA Corporation: accounts, lots versus USD turnover, commission timing and the distinction between costs and risk.
How to compare a long-term portfolio at Saxo and Schwab International: security and venue, settlement currency, holding charges, stock lending and order channel.
A US portfolio in an appropriate account versus additional markets and currencies: opening conditions, foreign trading, conversion, custody and investing tools.
TradersPost routes signals to a connected account; TraderSync consolidates records and analysis. Compare the signal chain, execution permissions, fill reconciliation and subscription needs at each stage.
TradingView defines conditions and alerts; TradersPost processes signals and routes instructions. Compare messages, symbols, signal prices, broker status and checks before live execution.
TraderSync analyses decisions and trades; Koinly consolidates crypto history and reports by tax year. Compare execution grouping, transfers, acquisition history, exports and professional preparation.
TraderSync consolidates trade records and analysis; TradingView helps examine charts, conditions and strategies. Compare imports, partial fills, practice and the link between decisions and outcomes.