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RE: The best way to track your crypto-portfolio

in #bitcoin3 years ago

Thanks a lot

@pedrombraz

I am looking for a solution that would include tax reporting so I can give the report to my CPA. A software that would give me a 1099 basically. just wanted to chip in here:

from Crypto port tracker:

(1) Trading history for Kraken and other exchanges is automatically imported via API or manual trade history upload. Withdrawals are not calculated at this time, but will be supported in a future update.
(2) Personal info is very secure, in fact we don't collect any user information other than email address and first/last name, and all data is stored with encryption on Google Cloud.
(3) While the app calculates realized gain/loss, it is not intended for tax purposes at this time.

any thoughts from anyone here?

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This would be quite helpful.

Sounds great! I never heard of such a platform but I'll look into it and get back to you, ok? Cheers

Have you checked out bitcoin.tax?

Hello @liotap , finally had the time to make a new Portfolio Tracker Review since this one is a bit old nowadays. I’d appreciate your input on that !

I have been using CoinTracking for the past two years and all I can say are good things. One of the smartest customer support I've ever experienced. I've used about 4 other portfolio tracking, and none come close to what CoinTracking offers, usability and design is great.

The companion app is amazing as well. Now I can quickly see a snapshot of all my investments, regardless of where they are located, in one easy to use app.

Although the free version is good, import each CSV file from each exchange is time consuming, with the PRO version all your transactions are up to date with one time setup.

You can use my affiliate link which gives you 10% discount.

Hope this helps!

Hi Lio, CoinTracking has a section (Tax-Report) that allows you to create a tax report for your transactions. It is pretty straight forward. Find attached a screenshot of it.

Hope it helps

Screen Shot 2018-02-28 at 5.58.22 PM.png