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Koinly review 2026: crypto tax reports, plans and costs

Koinly consolidates crypto records from exchanges and wallets, matches transfers and generates reports for an accountant. Import through a supported API, CSV file or public wallet address, review the calculations and buy reports for the tax year needed. Tax-report plans use one-time payments and have transaction limits. For an Israeli reader, the value is consolidating, checking and exporting records for professional preparation; the service does not file tax returns or replace an accountant.

Koinly

At a glance

Tax-report plan billing
One-time payment per tax year.
Free-plan transaction limit
Up to 10,000 transactions.
See costs and terms
Keep in mind

Missing data or an incorrect cost basis can distort reports. The software does not guarantee tax accuracy or completeness; review the data and reports with a professional.

About the service

Koinly is software to aggregate crypto transactions from exchanges and wallets, reconcile data and export reports.

Products and plans

  • Koinly: crypto records and reports

    Koinly consolidates crypto records from exchanges and wallets, matches transfers and generates reports for an accountant. Import through a supported API, CSV file or public wallet address, review the calculations and buy reports for the tax year needed. Tax-report plans use one-time payments and have transaction limits. For an Israeli reader, the value is consolidating, checking and exporting records for professional preparation; the service does not file tax returns or replace an accountant.

Who it suits

Who it suits

  • For users who want to consolidate and export crypto records for preparation with an accountant in Israel.
  • For users who moved crypto between wallets and exchanges and want to review the acquisition history.

Who may prefer an alternative

  • For users looking for a service that files reports with the tax authority on their behalf.

Costs and service terms

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.

Import methods
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.

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.

Products, platforms and terms

Service model
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.

Platforms

  • Web

Advantages and drawbacks

Advantages

  • Activity from multiple exchanges and wallets is consolidated in one view.
  • Updated reports can be generated for the purchased year within the transaction limit.

Drawbacks

  • API imports can leave gaps; Binance data may need manual entry or CSV imports.
  • Reports for multiple tax years require a plan for each year.
  • Hebrew is not listed among the report languages published by the provider.

Compare the alternatives

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KoinlyThis review
Main use
Supported trading types
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.

Volume and order-flow analysis software with Footprint, Smart DOM, Smart Tape and supported trading connections.

The trading account and data feed are separate services. A software licence is not a broker or exchange account.

Order-book and order-flow analysis for crypto, stocks and futures.

Available data depend on the selected plan and connection. The software subscription does not open a trading account.

Stocks, stock and index options, futures and crypto; brokers: TradeStation, Alpaca, Interactive Brokers, Robinhood, Webull, tastytrade, E*TRADE, Tradier, Tradovate, ProjectX, NinjaTrader, Coinbase, Kraken, Bybit, Binance, Crypto.com and TradersPost Paper; alerts from TradingView, TrendSpider and webhooks

Not all brokers support every asset class

Trading analysis software.

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

Platforms and connections
Platforms and connections
Web
ATAS Classic (Windows 10+) / ATAS X Beta (Windows 10+; macOS Tahoe+)
Windows / macOS / Linux
Web / TradingView (webhooks) / TrendSpider (webhooks) / Custom webhooks
Web / iOS / Android
Subscription type
Starter plan (billed yearly)
41.65 USD/month

One live account and one asset class. This price uses annual billing; month-to-month billing costs more.

Premium plan (billed yearly)
254.15 USD/month

Six live accounts and all asset classes: stocks, options, futures and crypto.

Payment methods
USD subscription billed on a recurring monthly or annual basis via the payment method chosen at registration; 7-day free trial, no credit card required

Yearly billing saves 15%

Trial and refund
Free trial
14 days

One trial per user, with card or PayPal verification. A small verification charge may be taken and refunded. Unless cancelled before expiry, the trial becomes a paid subscription on the selected billing cycle.

7 days

A trial with no card required, for testing the broker connection and order routing before choosing a paid plan.

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.

Refund policy
Under section 5 of the agreement, the supplier may decide on a refund if software use stops within 14 days of the first payment.

This is the licence agreement's wording; it does not provide for an automatic refund. Cancelling the subscription does not replace a refund request.

Go to provider
Visit TradersPost · Opens in a new tab
Coupon: 20% off the subscription
Review · TradersPost

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