CoinTracker combines a portfolio tracker with tax reporting. Balances from exchanges, wallets, and blockchains are pulled into a single dashboard, and every trade is converted into a cost basis using the accounting method selected for the reporting year.
The tax module produces capital gains and income reports with the schedules used for filing, and connected accounts work through read-only keys so the application cannot move funds. Gains, losses, and holdings can be reviewed at any time instead of only at year end.
Windows 10/11 x64, 4 GB RAM, exchange read-only API keys