Koinly Reviews & Ratings

Koinly

4.9 out of 5 stars

Ratings and Reviews 56 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 1 Rating

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Koinly?

Simplify your tax reporting process with Koinly, a tool designed to ensure accuracy and reliability; just link your exchange accounts or public addresses, and Koinly will handle the calculations of your capital gains, ultimately producing a tax report ready for the next filing season. The final report provided is approved by tax agencies, making it straightforward to print and submit. Koinly offers a comprehensive accounting and tax reporting solution tailored for cryptocurrency enthusiasts, investors, and accountants alike. With an impressive range of over 700 integrations, Koinly is compatible with upwards of 400 exchanges, 100 wallets, and more than 170 blockchains, enabling users to maximize their cryptocurrency capital gains effectively. You can consolidate all your transactions in one convenient location, eliminating the hassle of switching between various wallets and accounts. By easily syncing your data with Koinly, you gain a clear overview of your entire trading history. Tracking your cryptocurrency assets and associated tax obligations is effortless, as you can monitor your total holdings and portfolio growth over time across all your wallets and exchanges, alongside your tax responsibilities. Additionally, Koinly equips you with tools to identify and resolve any discrepancies in your transactions, helping to eliminate the headache of unexpected gains and erroneous tax reports. With Koinly, you can confidently preview your capital gains and tax obligations for free before generating the necessary tax documentation.

What is FolioSpan?

FolioSpan operates as a personal portfolio management tool that enables users to monitor their investments across a range of assets, including stocks, ETFs, cryptocurrencies, and precious metals, as well as balances linked to public blockchain addresses. Users can conveniently scan a public wallet address to view on-chain balances; importantly, the app does not require seed phrases or private keys and does not support trading, sending, swapping, staking, or custody of assets. The application provides a comprehensive portfolio overview that includes critical metrics such as cost basis, profit and loss analyses, asset allocation, transaction histories, watchlists, and price alerts. By default, users' holdings are stored locally on their devices, although they can opt for cloud synchronization with their accounts for added convenience. The free version permits manual tracking and limited wallet scanning while displaying advertisements, whereas upgrading to FolioSpan Pro offers benefits like unlimited scans, automatic synchronization, an ad-free interface, and the ability to utilize CSV tools for managing data. The app is designed to be compatible with both Android and iOS devices and includes a guest mode for easy access without account creation. It's crucial to remember that information related to the market and blockchain may not always be up-to-date or entirely accurate, and thus, the app is not intended to provide financial or tax advice. Furthermore, users have access to a variety of customization options to tailor their tracking experience to their preferences, enhancing usability and engagement. This flexibility allows users to better manage their investments according to their unique strategies and goals.

Media

Media

Integrations Supported

Argent
Bitfinex
Bitso
Cash App
Circle
Coinsbit
Cosmostation
Edgeware
FolioSpan
LBank
Litecoin
Noones
Satang
Shrimpy
Uphold
YoBit
ZilPay Wallet

API Availability

Has API

API Availability

Pricing Information

Free
Koinly gives you more for less, with a generous free plan that features 10,000 transactions and support for over 700+ integrations including DeFi and NFTs.

Koinly also offer annual plans for when you are ready to generate your tax report:

* $49 for 100 transactions
* $99 for 1,000 transactions
* $179 for 3,000 transactions
* from $279 for 10,000+ transactions
Free Version

Pricing Information

$6.99/month
Free plan: $0 with manual holdings, one wallet scan, and ads. Pro: $6.99/month or $49.99/year, auto-renewing, or $99.99 one-time for lifetime access. Pro includes unlimited wallet scans, automatic wallet sync, CSV, lots, and DCA tools; subscriptions are billed through the app store.
Free Version

Supported Platforms

SaaS

Supported Platforms

Android
iPhone
iPad
Mac

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Koinly

Date Founded

2018

Company Location

United Kingdom

Company Website

koinly.io

Company Facts

Organization Name

FolioSpan

Company Location

Italy

Company Website

getfoliospan.com

Categories and Features

Corporate Tax

Data Import / Export
Data Verification

Crypto

Not specified

Crypto Accounting

Not specified

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

DeFi Tools

Not specified

Tax Practice Management

Client Management
Client Portal
Due Date Tracking
Tax Filing
Tax Forms
Workflow Management

Categories and Features

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