CoinStats
est. 2017
The most popular all-in-one portfolio tracker — exchanges, wallets and DeFi in one view.
Portfolio & Tax
portfoliotracking
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6 curated resources · 2026 directory
Portfolio & Tax · compared & reviewed
Once you hold assets across a few wallets and exchanges, you need a single view. Portfolio trackers aggregate everything; tax tools turn your transaction history into defensible reports when the tax authority comes asking.
Quick picks — How do I track my portfolio and taxes?
| Resource | Best for | Est. | Link |
|---|---|---|---|
| CoinStats ★ | Anyone with holdings spread across many platforms | 2017 | Visit |
| CoinLedger | People who just want the tax report, fast | 2018 | Visit |
| CoinTracker | US taxpayers with crypto across several venues | 2017 | Visit |
| Delta | Investors tracking crypto alongside traditional assets | 2017 | Visit |
| Koinly | Turning a messy trading history into clean tax reports | 2018 | Visit |
| Rotki | Privacy-focused users who self-host their data | 2018 | Visit |
★ = Sumo Pick, our editors' recommendation for the most common use case.
Every portfolio & tax we list
CoinLedger
est. 2018
Crypto tax reports built with accountants in mind — formerly CryptoTrader.Tax.
Portfolio & Tax
taxreports
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CoinTracker
est. 2017
Portfolio tracking and US-first tax reporting in one polished product.
Portfolio & Tax
portfoliotax
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Delta
est. 2017
A polished, mobile-first tracker for crypto plus stocks, funds and more.
Portfolio & Tax
portfoliomobile
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Koinly
est. 2018
The most popular crypto tax platform — import everything, generate reports your tax office will accept.
Portfolio & Tax
taxreports
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Rotki
est. 2018
The open-source, local-first portfolio tracker — your data never leaves your machine.
Portfolio & Tax
open-sourceprivacy
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Frequently asked questions
Do I need a portfolio tracker?
If your holdings live in more than one place, yes — a tracker gives you one accurate view and stops surprises. CoinStats covers the most integrations; Rotki is the open-source, local-first option.
Are crypto gains taxable?
In most countries, yes — selling, swapping and spending crypto are typically taxable events. Rules differ by jurisdiction; use a tax tool like Koinly to prepare reports, then confirm with a local accountant.