Crypto Tax
A crypto tax tracker that survives transfers, swaps, and DeFi
Cost basis followed across CEX deposits, wallet transfers, swaps, LP positions, and yield. Form 8949 already drafted by the time April arrives.
- 12,000+ institutions
- Read-only account connections
- Bank-level encryption
Why generic crypto tax tools miss things
Cost basis breaks the moment you stop tracking — and most tools can't see what happens in DeFi.
Exchange-only tools see what's on Coinbase. Wallet transfers, on-chain swaps, and DeFi positions disappear.
Single-import tax software needs you to upload CSVs every year. The cost basis chain breaks the first time you forget.
Spreadsheets can't reconcile a Uniswap LP withdrawal against the deposits that funded it without manual math.
What a unified crypto tax tracker actually does
Tax tracking gets useful when every transaction across every chain feeds the same cost basis ledger.
Cost basis across exchanges, wallets, and DeFi
Tax lots tracked across Coinbase, Kraken, Binance, MetaMask, Phantom, and 100+ exchanges plus 50+ chains. Transfers preserve basis automatically.
Form 8949 and capital gains exports
Long-term and short-term gains separated. Wash sale candidates surfaced before you book them. Schedule D ready for your accountant or tax software.
Tax-loss harvesting and DeFi events
Harvest candidates ranked by realized loss potential. LP impermanent loss tracked. Staking, airdrops, and yield income classified by tax treatment.
Related pages
Crypto tax tracking is strongest alongside portfolio tracking, DeFi positions, and overall tax workflows.
01
One review instead of five apps
Sunday morning, one tab. Spending, investments, crypto, and upcoming bills — already reconciled.
- Every bank, brokerage, and wallet balance updates automatically
- Transactions categorized across all accounts — no manual rules
- Weekly review takes minutes, not the morning
02
See what changed this week
New charges, spending spikes, and recurring bills — surfaced before you have to go looking.
- Every card and bank account in one feed, searchable and categorized
- Recurring charges flagged automatically — price increases included
- Spending connected to your net worth, not isolated in a bank app
03
Tax season without the scramble
Cost basis updates with every trade. Gains and losses are ready to export — not reconstructed in April.
- Capital gains tracked across crypto and equities as you trade
- Pre-filled Form 8949, Schedule D, and Schedule 1 exports
- Tax documents from every institution collected in one place
04
Your real net worth — not what one bank shows
Cash, debt, retirement, brokerage, and crypto balances in one number you can actually trust.
- Every account type — checking, IRA, 401k, crypto, mortgage — in one view
- Net worth over time: daily, monthly, or since you started
- Allocation and concentration visible at a glance
Useful next steps
See the full crypto view, run the numbers, or browse related guides.
Have your crypto tax exports ready before April
Clarity follows cost basis through every transfer, swap, and DeFi position — Form 8949 generated from your real transactions.