Review Tools
CoinTracking review 2026: fees and key features
CoinTracking consolidates cryptocurrency history from exchanges and wallets for portfolio analysis and reports. It offers connection and file imports, with allowances measured across all imported history. The software is neither an exchange nor a wallet; calculated reports require data checks and professional classification where appropriate.
CoinTracking
At a glance
- Starter: annual billing
- 49 USD/year
- Pro: annual billing
- 169 USD/year
- Expert: annual starting price
- 259 USD/year
- Unlimited: annual billing
- 899 USD/year
Software tools are not brokers and hold no funds. Automated orders execute in your own broker account, at your own risk.
About the service
CoinTracking is subscription software for traders (software); it is not a broker and holds no funds.
Products and plans
CoinTracking crypto records and reporting
Activity consolidation, portfolio views and report calculations from imported data. The plan and allowance determine usage features; Full-Service assistance and tax advice are separate services.
Fit for your needs
Who it suits
- For users consolidating and checking history from exchanges and wallets.
Who may prefer an alternative
- Less suitable for someone seeking order execution or custody.
Costs and service terms
- Service model
- Crypto recordkeeping and reporting software
- Starter: annual billing
- 49 USD/year
- Pro: annual billing
- 169 USD/year
- Expert: annual starting price
- 259 USD/year
- Unlimited: annual billing
- 899 USD/year
- Starter: transaction allowance
- 200
- Pro: transaction allowance
- 3,500
- Free trial
- 7 days
- Free account after the trial
- Viewing the existing portfolio
- API permissions
- Read-only, without trading or withdrawal
- Checking imported history
- Imports depend on source and method
- Separate professional services
- Full-Service and advice are not automatically included
- Privacy in AI features
- External processing for some features
- Refund and withdrawal terms
- Fourteen days subject to terms
Products, platforms and terms
Platforms
- Web
- iOS
- Android
Advantages and drawbacks
Advantages
- Imports, portfolio views and reporting in one system.
Drawbacks
- The transaction allowance includes every year.
- Missing data and complex classifications need review.
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How to sign up with CoinTracking
- Check the system requirements and connections to the broker or market-data provider you will use.
- Choose a plan for the tools you need. Check the software subscription, market-data charges and broker trading costs separately.
- Follow the official installation and connection instructions, and check the demo environment before sending orders to a live account.
Tools: guides and key terms
CoinTracking
Check the current terms before signing up or paying.
Detailed review
Crypto records and reports built from your history
CoinTracking collects cryptocurrency activity, presents portfolio information and prepares reports. It brings together records from trading accounts, wallets and supported blockchains through connections or uploaded files. The purpose is to understand incoming and outgoing activity and its relationship to gains, losses and balances. Buying a subscription neither opens a trading account nor transfers ownership of cryptocurrency to the software.
The operator is Germany-based CoinTracking GmbH. Its terms distinguish recordkeeping and data-validation services from tax and investment advice, which the software service excludes. That distinction matters even when a screen looks complete: an orderly report can still be based on incomplete history or a classification unsuitable for the individual's situation. Evaluate the tool by its ability to import, check and explain records rather than by a promise of tax savings or automatic acceptance by an authority.
Start with the full history, not just the reporting year
Before importing, list every exchange and wallet with relevant activity, including accounts no longer used. An old purchase may explain a later sale, and a transfer can look different when only one side is visible. The reporting year alone is therefore not always the data range needed to prepare it. Record the source file, period and account at the outset.
CoinTracking describes API, file and blockchain imports, but its terms do not guarantee complete automatic imports from every service. An exchange-interface or export-format change can disrupt the process. Keep original files, compare date ranges and investigate missing records. If the same source is connected using two methods, check for duplication. The goal is an explainable history rather than simply a large number of rows that appeared successfully on screen. A successful import message is a starting point for reconciliation, not proof of completeness.
The transaction allowance includes earlier years
The reviewed pricing page measures allowances by total imported transactions across all years. Starter includes up to 200 transactions and Pro up to 3,500. Expert offers 20,000, 50,000 and 100,000-transaction variants, while Unlimited has no transaction cap. The entry price for Expert is not a promised price for every one of those allowances.
A portfolio with little activity this year can therefore require a larger plan because of older history. Do not delete records needed to explain acquisition costs simply to fit a quota. Estimate the full history, check duplicates and establish how a particular connection represents complex activity before purchasing. Exchange activity counts do not always equal imported rows, especially with rewards and multiple chains. Begin with the actual imported records and plan conditions rather than the portfolio's monetary value or the number of coins currently held.
Subscription prices and billing periods
The public USD pricing display lists Starter at USD 49 per year, Pro at USD 169, Expert from USD 259 and Unlimited at USD 899. These are individual-account prices in the reviewed one-year view. Two-year and lifetime options also exist, but their prices cannot be inferred by multiplying the annual figure or copying another transaction tier's entry price.
The terms say prices include VAT where applicable and fees are payable in advance for the selected period. Check the currency, period, allowance and any discount together on the actual order. A report for a particular year is not necessarily a separate annual purchase: the pricing page describes reports for tax years within the subscription, subject to the history allowance and paid-plan features. That can help when preparing earlier years, but each period still needs complete records. A subscription also does not automatically include professional work or Full-Service assistance.
A free trial is different from a paid tax report
The current pricing page describes a seven-day trial with unlimited imports and no credit card required. It explicitly says tax reports need a paid plan. After the trial, the free account permits viewing the existing portfolio, while importing new transactions requires an upgrade. It should therefore not be described as unlimited free importing and tax reporting indefinitely.
The trial can help establish whether the required sources exist, whether records are readable and how large the history is. Use it to examine a relevant case alongside the original files rather than just viewing a sample chart. If tax reporting is the main goal, include a paid subscription in the budget from the beginning. We have not tested report production in an authenticated account. This review describes published product conditions; suitability still depends on the user's sources, data quality and activity complexity.
Read-only APIs, files and original records
CoinTracking describes read-only API connections. Collecting history does not require trading or withdrawal permission, and the service is neither a wallet nor an exchange. Verify the specific exchange's connection guide rather than copying permissions from an automated trading application. A read-only key still exposes financial information, so protect credentials and files.
A file import preserves a copy of the records supplied at a particular time. Automatic connections can reduce repeated work, but depend on what the exchange returns and the supported historical range. The company's terms acknowledge that interfaces and exported files can be incomplete or change. Choose and document an import method for each source, and consider what happens if a connection stops. Before major changes, retain an appropriate backup or export. A convenient software display does not replace the original records from which a report was built.
Missing acquisition cost is not zero
Receiving a coin into an account is not always a new purchase visible in that same source. It may have arrived from another wallet, been acquired before the imported period or come from activity requiring classification. If the history explaining its cost is absent, a profit figure on screen does not resolve the gap. Return to the source, check the quantity and date, and establish what information is needed.
As an arithmetic example only, selling for USD 130 does not establish USD 130 of profit when acquisition cost is unknown. Finding a corresponding USD 100 purchase would produce a USD 30 difference before expenses, but still not a personal tax calculation. This shows why missing cost must not be invented or silently set to zero. Record corrections and their basis so changed figures remain explainable. Recalculating a report does not professionally validate the assumptions behind it.
Connect transfer records and prevent duplicates
A transfer between wallets can appear as an outgoing record in one source and an incoming record in another. To understand the sequence, compare quantities, timestamps, assets and fees while considering differences in how systems report them. This is not a declaration that every transfer has the same tax treatment. The first task is documenting what happened before deciding how to classify it.
Duplicates can arise when a file is followed by an API import covering the same period, or several sources describe one event. Bulk deletion is risky because similar rows are not necessarily duplicates. Examine sources and date ranges, retain a backup and record what was merged or corrected. A report looking balanced after deletion does not prove the correction was right. A useful reconciliation explains how balances moved and why the ending quantity matches, including network fees or reporting differences between sent and received amounts.
Calculation settings and report formats are separate choices
CoinTracking offers reports for capital gains, income, fees and balances, along with calculation settings and country-oriented formats. Supporting a report format does not establish correct inputs or that a calculation method is permitted for every user. Confirm the reporting year, currency, time zone and relevant settings against the circumstances and professional requirements of the case.
Changing a method simply to obtain a lower tax figure is not verification. Maintain consistency and an explanation for changes, and discuss complex events with an appropriate professional. Even where software supports DeFi or NFTs, check the classification of the particular activity and continuity of the records. Do not assume every protocol is completely recognised automatically. A report assembles records and calculations for examination; it is not a tax authority's determination. This review promises neither accuracy nor acceptance nor a particular tax outcome.
Portfolio value and realised gains are different figures
A portfolio view can show holdings, value and activity, whereas a gains report examines defined events and periods. The value of a coin still held is not proceeds from selling it, and a cash balance is not necessarily profit. The display currency can also affect how figures appear. Read what each screen measures before comparing numbers.
A practical check begins with quantities: do units match the underlying sources, and can every movement be explained? Then examine the valuation and the time it represents. A difference between an exchange screen and the software may reflect timing, a price source or missing records rather than an arithmetic error. CoinTracking can consolidate the work, but a chart does not establish that every connection is current or every displayed gain realised. Compare reports only after confirming they concern the same assets, period and scope.
Financial information, storage and optional AI features
CoinTracking describes encrypted data and credentials, and its security page identifies storage in Germany. These are company descriptions rather than our independent security audit. Transaction records, wallet addresses and comments can remain sensitive even when a connection cannot move funds. Decide what to import, protect account access and examine permissions before sharing financial material with another party.
Service storage also differs from particular AI features. The privacy policy describes processing through Anthropic in the United States. For File Converter, column headings and a sample of up to approximately twenty rows are sent to identify the format. It would therefore be wrong to promise that all information always stays in Europe. The terms say AI outputs can be wrong and need verification. Read the processing scope before using such a feature and omit unrelated personal details from transaction files. Convenient conversion does not replace checking the resulting records.
Full-Service and professional advice are separate services
CoinTracking presents Full-Service assistance with imports, data validation and report preparation, alongside referrals to professionals. An ordinary software subscription does not automatically include that work. The terms describe separate flat-rate or hourly charges for usage-related consulting and data checks, and distinguish the software service from a tax-advice contract with a referred professional.
Before commissioning help, define the periods, sources, transaction volume and unresolved cases. Establish who completes history, decides classifications and files the return. Preparing a file is not necessarily filing it, and a professional referral does not establish that the professional's fee is included. A Source of Funds report prepared for a bank is another document with a separate purpose; it does not guarantee the bank's acceptance. A useful handover includes source records and correction explanations alongside reports, rather than just a final file with no way to inspect its construction.
Before renewing or ending use
The pricing page advertises a fourteen-day refund policy and directs customers to support, while the terms describe consumer withdrawal rights and conditions concerning services already started or completed with consent. A headline should not become a promise that every purchase is refundable in every circumstance. Read the selected term and payment method: the website distinguishes cards with recurring billing from certain one-time payment routes.
Before ending use, retain the exports and backups needed for recordkeeping, examine renewal and connections, and understand later access. The terms describe expiry of usage rights and data deletion after agreement termination, with an opportunity to export beforehand. Avoid treating one cloud account as the only copy of financial history. This is planning for record retention rather than a recommendation to delete records or close a trading account. Changing a software subscription does not change obligations or records held at exchanges.
Who it suits and what to compare
CoinTracking is worth examining when activity must be consolidated from multiple sources across several years. Its benefit is combining imports, portfolio views and reporting in one workspace. The trade-off is that completing sources, resolving duplicates and classifying complex activity still require time and understanding. It is less suitable for someone seeking order execution, custody or a guaranteed tax-authority outcome.
Compare it with Koinly using the specific accounts and chains needed, transaction-counting rules, report scope and correction workflow. Equal subscription prices do not establish equal historical coverage, and an import carrying an exchange's name does not necessarily include every product it offers. Hardware-wallet users can consult our Ledger review to separate key custody from activity records. The software and tools category offers further context. A useful choice rests on a report that can be explained and checked rather than an unexplained final number.