Learn · Portfolio and taxes
Exchanges show you one account at a time. Your real P&L lives across all of them, plus your wallets and DeFi. This guide shows how to pull everything into one view with Coinpanda, and how the same data becomes your tax report at the end of the year.
Why traders lose track of their numbers
If you trade on two or three exchanges, keep coins in a hardware wallet and use a DEX now and then, no single screen tells you what you actually made. Transfers between your own accounts look like deposits and withdrawals, fees get lost, and the cost basis of a coin you bought a year ago on another platform disappears. That is fine until tax season, when every swap counts.
A portfolio tracker that also understands tax rules solves both problems with one import.
What Coinpanda does
- One portfolio view: connect exchanges and wallets via API, public address or CSV, and see holdings, cost basis and unrealised P&L in one place.
- Tax reports for many countries: dedicated support for the US, Canada, Australia, the UK, France, Italy, Ireland and Japan, plus 60+ other countries that use FIFO, LIFO or average cost.
- On-chain and DeFi: smart contract interactions and on-chain transactions are imported automatically, not typed in by hand.
- Accountant access: an accountant suite if you hand your taxes to a professional.
Sponsored
What it costs
Tracking is free. Coinpanda’s free plan has no time limit: you can connect as many exchanges and wallets as you want and follow your portfolio, with up to 25 transactions per tax year. Tax calculations and report downloads need a paid plan, priced by how many transactions you made in the tax year.
| Plan | Price per tax year | Transactions per tax year |
|---|---|---|
| Free | $0 | 25, portfolio tracking only |
| Hodler | $79 | 100 |
| Trader | $149 | 1,000 |
| Pro | $249 | 3,000 |
| Satoshi | $389 | 20,000 |
Each plan is a one-time payment for one tax year, not a subscription. Every paid plan includes unlimited integrations and revisions, DeFi and NFT support, and lifetime access to all tax reports for your country for that year, downloadable as many times as you need. Optional add-ons: reports for an additional country ($49), priority support ($79) and an expert review of your data ($1,459). Moving to a bigger plan later costs only the difference. Above 20,000 transactions the Satoshi plan adds $0.69 per 100 extra transactions, and for more than 100,000 transactions a year Coinpanda makes a custom offer. Current prices: Coinpanda pricing.
Setup in five steps
- Create a free account and choose your country and base currency, so cost basis and reports follow your local rules.
- Connect your exchanges. Use read-only API keys where possible: they let Coinpanda import history but cannot trade or withdraw.
- Add your wallets by public address. Coinpanda pulls the on-chain history, including DeFi activity.
- Review flagged transactions. The usual suspects are transfers between your own accounts and coins with missing purchase history. Fix these first, since they change your gains the most.
- Check the dashboard. Holdings, realised and unrealised P&L per coin and per account, all in your currency.
From portfolio to tax report
Because every trade is already imported and matched, the tax report is the last step, not a separate project. When the tax year closes, pick the year, check the summary of gains, losses and income, choose a plan that covers your number of transactions and download the report for your country or share it with your accountant.
Tip for active traders: import early in the year and review monthly. Ten minutes a month beats a weekend of fixing missing transactions in January.
Start tracking your portfolio for free
Connect your exchanges and wallets in a few minutes
Good habits that keep the numbers clean
- Label transfers between your own wallets as soon as they appear.
- Download CSV history from any exchange before you close the account.
- Keep API keys read-only and revoke the ones you no longer use.
- Record staking and airdrop income when it arrives, not at year end.
Feature and price details come from coinpanda.io (October 2026) and may change. This guide is general information, not tax advice. BProud may earn a commission if you sign up to Coinpanda through our links, at no extra cost to you. See our affiliate disclosure.