CoinTracker offers various paid plan tiers—Base, Prime, and Ultra—as well as a Free plan, each with its own set of features designed to meet the needs of different users, from beginners to advanced traders. This article breaks down the features available at each plan tier.
Features Available for All Plan Tiers
The features listed below are available for all CoinTracker users, whether you're on a paid plan or a Free plan. If you're on the free plan, please keep in mind that Free plans offer limited live support from our Support team, which may result in delayed response times. But don't worry, you can always ask as many questions as you like to our helpbot, Chatoshi, by clicking the chat bubble at the bottom of this page!
Tax summary
Provides a summary of your total capital gains and total income for a selected tax year. Learn More: How to Use the Tax Summary
Exclude spam from transaction limit
Transactions marked as spam by CoinTracker are not counted towards your plan's transaction limit. Learn More: How to Manage Spam Tokens
Portfolio value
Shows the current value of all cryptocurrency assets in your portfolio. For historical values, such as 1 week or 1 month, upgrade to Base plan for 'Portfolio tracking'. Learn more: How to View Portfolio Value
Mobile app availability
Account access via mobile app in addition to the web platform—Android and iOS.
DeFi support
Automatically imports and accurately categorizes DeFi transactions, improving automatic tax reporting for activities like liquidity pools, lending, borrowing or 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
Capability to invite or be invited by a Tax Professional or CPA to collaborate on your tax reporting. Learn More: How to Add a Tax Professional/CPA to Your Account
Base Plan Features
The Base plan gives you everything already listed, plus some more features mentioned below. You need to be on the Base plan to use these extra features. With this plan, you get live support, which means faster help, but it's not priority support.
Tax reports for all years
Access comprehensive crypto tax reports for the last tax year and any previous tax year.
Exclude staking from transaction limit
The first $25 worth of staking transactions are excluded from your transaction limit for purchase. If your staking transactions exceed $25, only the amount over this limit counts towards your plan's limit. Learn More: Plan Upgrades and Transaction Counts
TurboTax & HR Block integrations
Easy import of your crypto tax information into TurboTax or H&R Block for simplified filing.
Portfolio tracking
Total portfolio values over time, available on the Performance page. Insights by each asset, including current value, price, holdings, and unrealized return, available on the Dashboard
Prime Plan Features
The Prime plan gives you everything already listed, plus some additional features mentioned below. You need to be on the Prime plan to use these extra features. With this plan, you get live support, which means faster help, but for highest priority support, we recommend upgrading to an Ultra plan.
Performance tracking
Advanced portfolio insights, available on the Performance Page:
- Unrealized Return chart: Calculation of potential gains or losses if your portfolio was sold today.
- Total Return chart: Comprehensive performance tracking including all time cryptocurrency investment returns.
- Performance breakdown by asset: price, holdings, cost basis, and unrealized return
Tax loss harvesting
Identifies opportunities for tax loss harvesting on a per-wallet basis. For insights by tax lot, see Ultra plan features section below.
Ultra Plan Features
The Ultra plan gives you everything already listed, plus some additional features mentioned below. You need to be on the Ultra plan to use these extra features. With this plan, you'll receive our highest priority support, replies within 24 hours.
Tax lots breakdown
Detailed analysis tool for planning and optimizing taxes based on the sale of specific asset lots. Learn more: Understanding the 'Tax Lots' View
Change cost basis method by year
Flexibility to change your cost basis calculation method for a specific year without altering previous years' calculations. Learn more: How to Set Cost Basis Method by Tax Year
Early access to features
Get first access to new features as they are released, staying ahead in managing and tracking your cryptocurrency investments and taxes.