Koinly

Koinly streamlines cryptocurrency portfolio management and tax compliance through automated data synchronization with 800+ exchanges and blockchains. The platform supports multiple cost basis methods, handles complex DeFi and NFT transactions, and generates country-specific tax reports including Form 8949 and Schedule D. With features like smart transfer matching and tax loss harvesting, Koinly helps both individual investors and accounting professionals manage their crypto portfolios efficiently.

Koinly Overview

Comprehensive Cryptocurrency Portfolio Tracking and Tax Management

Koinly serves as a robust solution for cryptocurrency investors and accounting professionals, combining advanced portfolio tracking capabilities with automated tax reporting features. The platform's architecture is designed to handle the complexities of modern cryptocurrency transactions while maintaining accuracy and compliance across multiple jurisdictions.

Automated Multi-Exchange Integration System

Koinly's integration capabilities span across 800+ platforms, including major exchanges like Coinbase, Binance, and Kraken. The platform employs smart transfer matching technology to automatically reconcile transactions between different wallets and exchanges, eliminating the need for manual data entry and reducing the risk of errors in reporting.

Professional-Grade Tax Compliance Tools

The platform's tax reporting system supports multiple jurisdictions and provides comprehensive coverage for various transaction types:

Form 8949 and Schedule D generation
Support for multiple cost basis methods (FIFO, LIFO, HIFO)
Automated capital gains calculations
Integration with popular tax software like TurboTax

Advanced DeFi and NFT Transaction Support

Koinly has evolved to handle modern cryptocurrency transactions, including:

Automated tracking of DeFi protocols like SushiSwap and PancakeSwap
NFT transaction support and valuation
Smart contract interaction monitoring
Cross-chain transaction reconciliation

Enterprise-Level Security and Compliance

The platform maintains high security standards with:

SOC2 Type 2 certification
ISO27001 certification
Secure API integration
Multi-user access controls

Professional Accountant Features

Koinly offers specialized tools for accounting professionals:

Multi-client portfolio management
Dedicated professional dashboard
Bulk report generation
Client invitation system

Real-Time Portfolio Analytics

The platform provides comprehensive portfolio tracking features:

Live portfolio valuation
ROI analysis
Tax loss harvesting opportunities
Performance metrics across multiple timeframes

Mobile Accessibility and Reporting

Koinly ensures flexible access to portfolio data through:

Mobile-optimized interface
Real-time portfolio updates
Customizable reporting options
Export capabilities for further analysis

Koinly Pricing

Free

--

yearly/ free

Features:

Track up to 10,000 transactions
Connect unlimited wallets and exchanges
Generate tax reports with preview
Access basic portfolio tracking
View transaction history
Calculate capital gains
Access to help center resources

Limits:

Limited to 10,000 transactions per tax year
No priority support access
Basic portfolio tracking features only
No tax loss harvesting tools
No API access
No accountant access features

Newbie

49 USD

yearly/ subscription

Features:

Track up to 100 transactions
Connect unlimited wallets and exchanges
Generate tax reports
Export to CSV and PDF formats
Access portfolio tracking features
Calculate capital gains
Email support access
Tax loss harvesting tools

Limits:

Limited to 100 transactions per tax year
Standard email support only
Basic DeFi tracking
No accountant access features
No API access
Limited historical data

Hodler

99 USD

yearly/ subscription

Features:

Track up to 1,000 transactions
Connect unlimited wallets and exchanges
Generate tax reports with all forms
Export to multiple formats including TurboTax
Advanced portfolio tracking
DeFi and NFT transaction support
Priority email support
Tax loss harvesting tools
Cost basis method selection

Limits:

Limited to 1,000 transactions per tax year
Priority email support only
No accountant access features
No API access
Standard historical data access

Trader

179 USD

yearly/ subscription

Features:

Track up to 3,000 transactions
Connect unlimited wallets and exchanges
Generate tax reports with all forms
Export to all supported formats
Advanced portfolio tracking and analytics
Full DeFi and NFT support
Priority chat support
Advanced tax loss harvesting
All cost basis methods
API access for automation
Historical data access

Limits:

Limited to 3,000 transactions per tax year
No accountant access features
Standard API rate limits apply
Limited team collaboration features

Pro

279 USD

yearly/ subscription

Features:

Track unlimited transactions
Connect unlimited wallets and exchanges
Generate tax reports with all forms
Export to all supported formats
Professional portfolio analytics
Full DeFi and NFT support
Priority chat and phone support
Advanced tax loss harvesting
All cost basis methods
API access with higher limits
Complete historical data access
Team collaboration features
Accountant access features

Limits:

API rate limits apply
Standard SLA response times
Up to 3 team member accounts

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