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Gemini Portfolio Tracker with Cross-Account Context
Clarity gives Gemini users a Gemini portfolio tracker that organizes Gemini balances, deposits, withdrawals, trade history, cost basis, and crypto exposure in one dashboard, so the exchange is reviewed with the same discipline as the rest of the household balance sheet. Gemini becomes more actionable when you can compare it with bank cash, brokerage accounts, wallets, and total net worth, because transfers, realized gains, and concentration risk matter most when they are connected to the rest of your portfolio. Clarity pairs Gemini search intent with the app's broader planning, monitoring, and reporting workflows so the page is useful beyond a single query or isolated account snapshot. That makes Gemini practical for weekly crypto portfolio reviews and tax-lot checkups, especially when you need clean visibility for cost basis reviews, transfer reconciliation, and crypto tax planning.
Best fit workflows
Use these workflow guides to understand where this integration fits best inside Clarity.
Spending Analysis
Classify merchant activity, recurring charges, and category trends for daily cash-flow control.
Balance Verification
Validate account balances quickly for underwriting checks, onboarding, and account health workflows.
Tax Reporting
Generate cost basis reports, capital gains summaries, and transaction exports for tax filing workflows.
Net Worth Tracking
Aggregate account balances across banks, brokerages, exchanges, and wallets into a single net worth timeline.
Crypto Tax
Calculate crypto capital gains using FIFO lot matching with wash sale detection across exchanges and wallets.
Why track Gemini with Clarity
Sync Gemini with Clarity to track your crypto portfolio across every exchange and wallet in one place. Balances, trades, and transfers update automatically so you always have an accurate picture of your digital asset holdings without switching between apps.
Clarity's multi-exchange portfolio tracker aggregates your Gemini activity with data from other exchanges, DeFi protocols, and on-chain wallets. Cost-basis calculations run in real time, giving you precise unrealized gain and loss figures for every token you hold.
When tax deadlines approach, Clarity turns your Gemini trade history into organized tax reports. FIFO cost-basis tracking helps you stay compliant while surfacing opportunities to offset gains through strategic tax-loss harvesting.
Exchange account visibility
- Monitor Gemini balances, deposits, withdrawals, trade history, cost basis, and crypto exposure in one Clarity dashboard so you can review Gemini with real trend lines, balances, and history instead of checking Gemini in isolation or rebuilding the same context each week.
- Compare Gemini with bank cash, brokerage accounts, wallets, and total net worth, which makes it easier to explain whether activity from Gemini changed liquidity, diversification, or total net worth across your broader financial picture.
- Use Clarity as a Gemini portfolio tracker that turns raw Gemini updates into a repeatable workflow for weekly crypto portfolio reviews and tax-lot checkups, rather than a one-off snapshot that is forgotten after a quick check.
- Keep Gemini visible next to the rest of your household finances so large changes from Gemini are easier to understand during weekly reviews, month-end reconciliation, and forward planning without reconstructing the timeline from memory.
- Tie Gemini activity to cost basis reviews, transfer reconciliation, and crypto tax planning, which helps convert monitoring into clear follow-up actions whenever Gemini starts moving in a way that deserves attention, explanation, escalation, or review.
Key facts
Gemini trading pairs and order history feed into Clarity's portfolio-wide cost basis and tax reporting engine.
Cross-exchange Gemini holdings are aggregated with wallet and other exchange positions for total crypto exposure.
How to connect Gemini to Clarity
Step-by-step guide to connect Gemini and start tracking in Clarity.
- 1
Create a Clarity account
Sign up with your email or Google account. No credit card is required to start connecting exchanges.
- 2
Generate a read-only API key on the exchange
Log into your exchange, navigate to API management, and create a new key with read-only permissions. Never grant withdrawal access.
- 3
Enter your API credentials in Clarity
Paste your API key, secret, and passphrase (if required) into the Connect page. Credentials are encrypted at rest.
- 4
Start your first sync
Clarity pulls balances, trade history, deposits, and withdrawals. Cost basis is calculated automatically using FIFO.
What Clarity tracks from Gemini
Exchange balances
Current balances across all wallets on the exchange (spot, margin, futures).
Trade history
Up to 2 years of trade data per market symbol with cost basis calculation.
Deposits and withdrawals
Fiat and crypto deposit and withdrawal history with timestamps.
Staking rewards
Ledger entries for staking, airdrops, and dust conversions where supported.
Cost basis (FIFO)
Automatic FIFO cost basis calculation with wash sale detection for tax reporting.
Security and privacy for Gemini
Read-only API keys
Clarity only requires read-only API permissions. Never grant withdrawal or trading access to your exchange API key.
Encrypted credential storage
API keys and secrets are encrypted at rest before storage. They are never logged or exposed in plaintext.
No withdrawal capability
Clarity cannot move funds on your exchange. The connection is strictly for balance and trade history retrieval.
Exchange-specific details
- Connection method
- REST API with encrypted key pair (read-only)
- Rate limits
- Exchange-enforced per-endpoint limits. Clarity uses adaptive request pacing to stay within quotas.
- Sync scope
- Spot, margin, and futures wallets. Trade history up to 2 years. Deposits, withdrawals, and ledger entries.
- Cost basis
- Automatic FIFO cost basis calculation with wash sale detection across all connected exchanges.
- Passphrase support
- Exchanges requiring a passphrase (KuCoin, OKX, Bitget) are fully supported.
Common use cases
- Run weekly crypto portfolio reviews and tax-lot checkups in Clarity so you can see how Gemini changed since the last review and whether that movement actually matched your broader plan for spending, investing, taxes, or risk instead of relying on a vague impression from scattered accounts.
- Use Gemini inside Clarity during month-end reconciliation so deposits, withdrawals, valuations, or transfers tied to Gemini line up with the rest of your accounts and reporting workflows before you close the month, update a planning spreadsheet, explain results to someone else, or prepare the next review memo.
- Compare Gemini with bank cash, brokerage accounts, wallets, and total net worth whenever you want to understand whether a move in Gemini improved diversification, liquidity, or total net worth rather than just a single account metric that hides the broader tradeoffs.
- Keep Gemini portfolio tracker work inside Clarity when you need one place for planning, monitoring, and documenting the next action related to Gemini without bouncing between disconnected tools, tabs, exports, one-off notes, and last-minute spreadsheet cleanup work.
- Review Gemini before important decisions around cost basis reviews, transfer reconciliation, and crypto tax planning, because Clarity keeps the evidence, context, and related account movement in one dashboard instead of across fragmented tabs that make follow-through slower and less reliable.
Related guides and resources
Sync coverage metrics
93%
Sync success rate
94%
Availability
5m
Median refresh
strong
Reliability tier
default baseline
Assets trackable through Gemini
Frequently asked questions
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