Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Kryptos Reviews & Ratings
    23 Ratings
    Company Website
  • CoinStats Reviews & Ratings
    101,143 Ratings
    Company Website
  • Zengo Wallet Reviews & Ratings
    413 Ratings
    Company Website
  • eToro Reviews & Ratings
    28,539 Ratings
  • Blockdaemon Reviews & Ratings
    2 Ratings
    Company Website
  • MEXC Reviews & Ratings
    188,765 Ratings
    Company Website
  • Figure Markets Reviews & Ratings
    89 Ratings
    Company Website
  • Nexo Reviews & Ratings
    16,251 Ratings
    Company Website
  • OANDA Reviews & Ratings
    52,281 Ratings
    Company Website
  • Coinbase Reviews & Ratings
    10 Ratings
    Company Website

What is Lumina?

Explore the intricate landscape of digital assets with assurance, utilizing a comprehensive financial platform tailored specifically for the cryptocurrency sector. Lumina has established a solid reputation among leading investment firms, corporations, and industry professionals in search of solutions that adhere to institutional benchmarks. With Lumina, you can conveniently visualize and analyze your digital asset portfolio with ease. Regardless of whether you hold BTC, ETH, or a variety of other digital currencies, Lumina serves as your go-to resource for trustworthy information. Enjoy the ease of having your entire portfolio accessible in one centralized location, allowing you to monitor historical performance, current holdings, and overall cost basis with minimal effort. Stay updated with the most recent news and analysis relevant to your investments through both the web platform and the Lumina mobile app. Moreover, Lumina ensures seamless reconciliation of all exchange transactions, including transfers between exchanges, wallets, and custodial services. For trades carried out offline or via OTC channels, Lumina further streamlines the process by consolidating pending activities, facilitating a hassle-free resolution. This approach empowers you to concentrate on making well-informed investment choices without the burden of complex reconciliation tasks, enhancing your overall experience in the digital asset realm. As a result, you can navigate your financial journey with unparalleled clarity and simplicity.

What is CryptoTax360°?

CryptoTax360 is an all-encompassing platform that simplifies the management of cryptocurrency taxes and portfolio tracking, allowing users to gain a thorough understanding of their digital assets while efficiently calculating capital gains and losses. It generates IRS-compliant documents, including Form 8949 and Schedule D, available in both PDF and Excel formats for easy access. The platform seamlessly integrates through API connections, public addresses, or file uploads from a variety of exchanges, wallets, DeFi services, margin accounts, and staking platforms. Users have the flexibility to choose from multiple tax-lot methods like FIFO, LIFO, HIFO, LCFO, MFIFO, and STMAXLOSS, while consistently preserving the original cost basis during transfers to ensure accurate calculations of both realized and unrealized gains. The intuitive dashboard compiles transactions across various wallets and exchanges, identifies discrepancies, aids in reconciling errors, and provides comprehensive profit and loss statements along with detailed portfolio analyses. Additionally, it proficiently manages complex transaction types while ensuring that transfers remain non-taxable as long as the cost basis is accurately maintained. With its extensive range of features and user-friendly interface, this powerful tool is essential for anyone dealing with the intricacies of cryptocurrency taxation, enhancing financial clarity and compliance.

Media

Media

Integrations Supported

Bitstamp
Binance
BitGo
Bitfinex
Coinbase
Compound
HitBTC
IDEX
Kraken
KuCoin
OKX
Poloniex
Anchorage Digital
BitMEX
CoinGecko
Elastos
Microsoft Excel
OKCoin
Ronin
TetherX

Integrations Supported

Bitstamp
Binance
BitGo
Bitfinex
Coinbase
Compound
HitBTC
IDEX
Kraken
KuCoin
OKX
Poloniex
Anchorage Digital
BitMEX
CoinGecko
Elastos
Microsoft Excel
OKCoin
Ronin
TetherX

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49 per month
Free Trial Offered?
Free Version

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

Lumina

Date Founded

2018

Company Location

United States

Company Website

www.lumina.app/

Company Facts

Organization Name

CryptoTax360°

Company Location

United States

Company Website

cryptotax360.io

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

Popular Alternatives

Popular Alternatives

Binocs Reviews & Ratings

Binocs

Binocs.co
AEM Journaler  Reviews & Ratings

AEM Journaler

AEM algorithm