Overview
Comprehensive Cryptocurrency Portfolio Tracking and Tax Management
Koinly serves as a robust solution for cryptocurrency investors and accounting professionals, combining advanced portfolio tracking capabilities with automated tax reporting features. The platform's architecture is designed to handle the complexities of modern cryptocurrency transactions while maintaining accuracy and compliance across multiple jurisdictions.
Automated Multi-Exchange Integration System
Koinly's integration capabilities span across 800+ platforms, including major exchanges like Coinbase, Binance, and Kraken. The platform employs smart transfer matching technology to automatically reconcile transactions between different wallets and exchanges, eliminating the need for manual data entry and reducing the risk of errors in reporting.
Professional-Grade Tax Compliance Tools
The platform's tax reporting system supports multiple jurisdictions and provides comprehensive coverage for various transaction types:
- Form 8949 and Schedule D generation
- Support for multiple cost basis methods (FIFO, LIFO, HIFO)
- Automated capital gains calculations
- Integration with popular tax software like TurboTax
Advanced DeFi and NFT Transaction Support
Koinly has evolved to handle modern cryptocurrency transactions, including:
- Automated tracking of DeFi protocols like SushiSwap and PancakeSwap
- NFT transaction support and valuation
- Smart contract interaction monitoring
- Cross-chain transaction reconciliation
Enterprise-Level Security and Compliance
The platform maintains high security standards with:
- SOC2 Type 2 certification
- ISO27001 certification
- Secure API integration
- Multi-user access controls
Professional Accountant Features
Koinly offers specialized tools for accounting professionals:
- Multi-client portfolio management
- Dedicated professional dashboard
- Bulk report generation
- Client invitation system
Real-Time Portfolio Analytics
The platform provides comprehensive portfolio tracking features:
- Live portfolio valuation
- ROI analysis
- Tax loss harvesting opportunities
- Performance metrics across multiple timeframes
Mobile Accessibility and Reporting
Koinly ensures flexible access to portfolio data through:
- Mobile-optimized interface
- Real-time portfolio updates
- Customizable reporting options
- Export capabilities for further analysis
