Explore and compare CoinTracker subscription plans and features to see which one works best for you.
Features across all paid plans
All paid CoinTracker plans have access to the features listed below. Free plan subscribers have limited live support, so response times may be slower. For instant answers, you can always use our helpbot, Chatoshi. To unlock more features and faster support, upgrade to a paid plan.
| Features | Details |
| Tax report access | Access comprehensive crypto tax reports for the last tax year and any previous tax year. |
| Tax summary | Provides a summary of your total capital gains and total income for a selected tax year. |
| Exclude spam from transaction limit | Transactions marked as spam by CoinTracker are not counted toward your plan's transaction limit. |
| Exclude rebates from transaction limit | Transactions from rebates are not counted toward your plan's transaction limit. |
| Portfolio value | Displays the current value of all cryptocurrency in your portfolio. |
| Mobile app availability (Android and iOS) | Access your account through the mobile app. |
| DeFi support | Automatically import and categorize DeFi transactions, improving automatic tax reporting for activities like liquidity pools, lending, borrowing, and other yield-generating activities. |
| Spam detection | Automated detection and management of spam transactions. |
| Daily portfolio updates | Receive daily email updates about your portfolio, including portfolio value, past day return, total return, and harvestable tax losses. |
| Add your tax pro | Invite or accept an invitation from a tax professional or CPA to collaborate on your tax reporting. |
Customizable features
Our plans also include customization features to help you stay organized and keep your portfolio accurate. Here are a few highlights:
- Edit transactions: Update cost basis, fees, and classifications, like marking a transaction as an airdrop, gift, or another type.
- Rename wallets: Rename wallets and exchanges to stay organized.
- Set default cost basis method: see the supported cost basis methods for US customers or the supported cost basis methods for non-US customers.
Base plans
The Base plan is perfect for handling your simple crypto taxes. Along with the features included in all plans, it also comes with the additional features listed below. Plus, you’ll have access to live support for quicker help.
| Additional features | Details |
| Exclude staking from transaction limit | The first $25 of staking transactions are excluded from your plan's transaction limit. If your staking transactions exceed $25, only the amount over that limit counts toward your plan's limit. |
| Tax filing software integrations | Easily import your crypto tax information into supported tax software for a smoother filing experience. |
| Portfolio tracking | Track your total portfolio value over time on the Performance page. Get detailed insights for each asset on the dashboard, including current value, price, holdings, and unrealized returns. |
Prime plans
The Prime plan helps you build wealth and save on taxes all year round. It includes all the features of the Base plan, plus even more tools to enhance your experience. This plan also comes with live support for faster help. For the highest priority support, consider upgrading to the Ultra plan.
| Additional features | Details |
| Performance tracking |
Advanced portfolio insights, available on the Performance page:
|
| Tax loss harvesting | Identifies opportunities for tax loss harvesting on a per-wallet basis. |
| Tax lots breakdown | Detailed analysis tool for planning and optimizing taxes based on the sale of specific asset lots. |
Ultra plans
The Ultra plan offers powerful tools to optimize your taxes and portfolio performance. It includes all the features of the Base and Prime plans, plus exclusive additional tools.
| Additional features | Details |
| Priority support | Get our highest priority support. |
| Change cost basis method by year | Flexibility to change your cost basis calculation method for a specific year without affecting previous years’ calculations. |
| Early access to features | Get early access to new features as they are released, keeping you ahead in managing and tracking your cryptocurrency investments and taxes. |
Full Service plans
The Full Service plan offers enhanced support, advanced tools, and the highest transaction limit to optimize your taxes and portfolio performance. Ideal for high net-worth individuals and active traders, it includes all the features of the Ultra, Prime, and Base plans, plus a dedicated account manager that works with you to manage your CoinTracker account.
| Additional features | Details |
| Account monitoring | Be notified when things need your attention. |
| Personal assistance | Get personal help with managing and importing CSV files. |
| Quarterly account health reviews | Stay ready for tax deadlines with quarterly account health reviews. |
| Dedicated team of experts | Dedicated support to review transactions, identify and fix errors, and reconcile your accounts. |
| Highest transaction limit | This plan includes up to 300,000 transactions. Additional transactions could require a fee. |
If you run into any trouble, please don't hesitate to reach out to our support team for help.