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Ratings and Reviews 5 Ratings
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SummSumm (formerly Crypto Tax Calculator) is leading crypto & equities tax software that simplifies tracking and reporting across all your brokers, exchanges, wallets, NFTs and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Unique spam filtering controls also help strip out junk tokens and fake outgoings so spam doesn’t corrupt gains and losses. Summ's portfolio helps you see everything together so you can pay the least tax possible and get accurate IRS-ready reports. That’s why Summ is seriously loved by users (rated 4.6 /5 stars on Trustpilot) and they’re an official tax partner of both MetaMask and Coinbase. If you’re ready to stop fighting your tax software, Summ turns investing chaos into confidence. Add clarity. Subtract doubt.
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SharesightSharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform. With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations. The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms. This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources. Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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CEX.IOCEX.IO, a licensed and versatile cryptocurrency exchange established in 2013, has set up offices across several countries, including the UK, US, Ukraine, Cyprus, and Gibraltar. With a global user base that surpasses 3 million, the platform guarantees reliable services by implementing cold storage for cryptocurrencies, maintaining strong financial health, employing advanced security protocols, and following KYC/AML regulations. It is noteworthy that CEX.IO was one of the early innovators to streamline fiat-to-crypto transactions, enabling users to make purchases with credit cards and bank transfers seamlessly. Currently, the exchange supports a broad spectrum of cryptocurrencies including Bitcoin, Bitcoin Cash, Ethereum, Ripple, Stellar, Litecoin, and Tron, which can be exchanged for fiat currencies such as USD, EUR, GBP, and RUB. Recognizing the necessity of user-friendly access, CEX.IO offers trading through its website and mobile apps for both iOS and Android, in addition to providing WebSocket and REST API functionalities, accommodating various preferences among users. This dedication to providing flexible trading solutions empowers clients to engage in transactions at their convenience, whether at home or on the go. Ultimately, CEX.IO continues to evolve and adapt its services to meet the dynamic needs of the cryptocurrency market.
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What is KoinX?
KoinX operates as a comprehensive hub for overseeing cryptocurrency taxes and investment portfolios, streamlining the importation of transactions, their categorization, and tax calculations across various wallets and exchanges. Trusted by millions, KoinX delivers accurate, audit-ready tax documentation and instant insights into your portfolio's performance.
Having handled transactions exceeding $175 billion and produced 1.5 million tax reports, KoinX accommodates over 25,000 assets across more than 800 exchanges, demonstrating its reliability, compliance, and scalability on an international scale. The platform consolidates all cryptocurrency transactions into a unified dashboard, effortlessly importing data from multiple exchanges, wallets, and blockchains. It systematically categorizes different activities such as trades, staking income, transfers, and NFTs, generating customized tax reports for specific regions within minutes.
Beyond its tax capabilities, KoinX also offers robust portfolio management tools, featuring profit and loss analytics, cost-basis calculations, options for multi-year reporting, and specialized resources tailored for accountants and businesses handling digital assets, making it an all-in-one solution for any financial needs related to cryptocurrency. This ensures that users can navigate the complexities of cryptocurrency investment and taxation with ease and efficiency.
What is CoinTracking?
CoinTracking provides a comprehensive analysis of all your trading activities, delivering real-time insights on profits and losses, coin valuations, as well as both realized and unrealized gains, alongside detailed tax reports and additional relevant data. With access to a complete overview of prices for over 9,041 different cryptocurrencies and digital assets, users can effectively monitor all transactions in real time, making it suitable for both novice and experienced investors in the digital currency space. If you're just beginning your journey with CoinTracking, our 16 instructional videos will guide you through every function and setting available. The platform features interactive charts for tracking trades and individual coins, along with detailed profit/loss and audit reports. You can view all transactions conveniently on a single page, and it supports seamless imports from over 70 exchanges. Automated data import via APIs allows for direct synchronization with the blockchain, and users can easily export their information in formats such as Excel, PDF, and CSV. The service also accommodates capital gains, income from mining, and more, offering 12 different tax calculation methods including FIFO, LIFO, and AVCO. This resource is particularly useful for accountants and tax offices, as it can be tailored to meet the regulatory needs of various countries, ensuring accurate financial reporting for your investments. With CoinTracking, you'll never lose sight of your portfolio's performance and tax obligations.
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Integrations Supported
Bitstamp
BISON
BTC Markets
Bibox
CoinEx
CoinTracker
Ethplorer
HitBTC
Hodlnaut
Kraken
Integrations Supported
Bitstamp
BISON
BTC Markets
Bibox
CoinEx
CoinTracker
Ethplorer
HitBTC
Hodlnaut
Kraken
API Availability
Has API
API Availability
Has API
Pricing Information
$9.99
Free Version
Free Trial Offered?
Pricing Information
Free
Start for free (including tax report!) and gain access to all our integrations and 25+ customizable reports.
If you decide to use CoinTracking as your Portfolio Tracker and Tax Calculator monthly, you have various options depending on the number of transactions in your account:
> 9.99 EUR for the Pro Plan
> from 16.99 EUR for the Expert Plan
> 59,99 EUR for the Unlimited Plan
There are also options for lifetime purchases and special accounts for Accountants & Corporate Clients.
If you decide to use CoinTracking as your Portfolio Tracker and Tax Calculator monthly, you have various options depending on the number of transactions in your account:
> 9.99 EUR for the Pro Plan
> from 16.99 EUR for the Expert Plan
> 59,99 EUR for the Unlimited Plan
There are also options for lifetime purchases and special accounts for Accountants & Corporate Clients.
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
KoinX
Date Founded
2022
Company Location
India
Company Website
www.koinx.com
Company Facts
Organization Name
CoinTracking
Date Founded
2012
Company Location
Germany
Company Website
cointracking.info/
Categories and Features
Crypto Tax
Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration
Categories and Features
Crypto Tax
Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration