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How to add wallets and exchanges to CoinTracker

To ensure accurate tax and performance calculations with CoinTracker, it’s important to input your full cryptocurrency transaction history from every exchange, wallet, cold storage, and hardware wallet. Refer to our complete transaction history checklist to make sure your records are thorough.

Note: If your transactions are frozen, you may need to unfreeze them before manually updating transactions.

Methods to add wallets to your account

CoinTracker supports several ways to connect your wallets and exchanges, depending on the platform:

  • Automatic sync: Connect via API key or sign in to an exchange. Recommended for seamless integration.
  • Custom file: Import a CSV directly from your exchange to CoinTracker, no edits needed. Recommended if automatic sync is unavailable.
  • Public address: Connect via public address or xPub key.
  • CoinTracker CSV: Reformat your transaction CSV to be CoinTracker-compatible. Recommended if other formats options aren’t available. 
  • WalletConnect: Connect using WalletConnect for additional compatibility. 

Add a supported wallet or exchange

Supported wallets or exchanges are easily accessible through the Wallets page. To add your wallet or exchange, select + Add wallet and search for the integration from the menu. Follow the on-screen instructions to connect.  

Once you add a wallet or exchange, it syncs with your account automatically. You only need to take action if you remove the connection, delete the wallet, or need to re-import due to platform or credential changes.

Note: If you already have an exchange or CSV wallet connected and want to import another one, choose Add more transactions to upload a file to your existing wallet or Add a new wallet to create a separate one.
 

 

Handle unsupported wallets

If your wallet or exchange isn't available through the + Add wallet page, CoinTracker doesn't yet support it. Here’s how to handle unsupported wallets:
  • Add your transactions via a CSV import.
  • Use WalletConnect.
  • Use an extension wallet. To add an extension wallet, use the public address of your primary wallet and rename it. For example, add your public SOL address to connect a SOLFLARE wallet and rename it to SOLFLARE.

Organize connected wallets 

Rename your wallet after connecting it, especially if you use multiple wallets on the same chain like MetaMask, Solflare, or Phantom. Renaming helps you stay organized, makes tracking clearer, and simplifies reconciliation.

Connect wallets and exchanges with Full Service 

With the Full Service plan, you receive personalized help with managing and importing CSV files. Full Service subscribers have white-glove help to get out of complex ingestion and reconciliation efforts. 

Share as much of your account info as you’d like, and your dedicated account manager can help reconcile your tax calculations for you.

 

If you run into any issues, please don't hesitate to reach out to our support team for help.

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