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Coinbase Portfolio Tracker

Track Your Coinbase Investments in One Place

Stop juggling spreadsheets. AllInvestView automatically tracks your Coinbase portfolio with real-time valuations, dividend income, and performance analytics that Coinbase doesn't provide.

Import Coinbase trades in under 2 minutes
True IRR calculations (not just simple returns)
Tax reports ready for your accountant
Automatic dividend tracking & projections
Coinbase Portfolio Tracker Dashboard
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide

How to Import Your Coinbase Portfolio

Getting your Coinbase data into AllInvestView takes less than 2 minutes. Here's how:

1

Export from Coinbase

In Coinbase, go to Taxes > Documents > Generate Report. Download as CSV and upload to AllInvestView.

2

Upload to AllInvestView

Use our smart CSV importer that automatically maps Coinbase's format. No manual column matching needed.

3

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

What Coinbase Users Get with AllInvestView

Coinbase's Limited Analytics

Basic charts that don't show true time-weighted or money-weighted returns.

Professional-Grade Metrics

True IRR, XIRR, realized vs unrealized gains, and benchmark comparisons.

No Multi-Broker View

Can't see your Coinbase holdings alongside other brokers.

Unified Dashboard

Track Coinbase + all your other brokers in one consolidated view.

Manual Tax Calculations

Figuring out capital gains and losses is time-consuming and error-prone.

Automatic Tax Reports

Generate capital gains reports with FIFO/LIFO methods in one click.

Basic Dividend Info

Hard to project future dividend income or track yield on cost.

Dividend Intelligence

Calendar view, income projections, yield on cost, and ex-dividend alerts.

Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your Coinbase investments with intuitive visualizations that show exactly where your money is allocated.

  • Asset allocation by type, sector, and geography
  • Real-time valuations in your preferred currency
  • Performance attribution by holding
  • Concentration risk indicators
Portfolio Analytics

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

  • Money-weighted returns (IRR/XIRR)
  • Efficient Frontier optimization
  • Correlation matrix across holdings
  • Sharpe ratio and volatility metrics
Dividend Tracking

Master Your Dividend Income

Track every dividend from your Coinbase holdings. Know exactly when payments arrive and how your income is growing.

  • Automatic dividend detection and tracking
  • Calendar view of upcoming payments
  • Yield on cost calculations
  • Annual income projections

Coinbase Portfolio Tracking FAQ

How do I get my Coinbase data into AllInvestView?
In Coinbase, go to Taxes > Documents > Generate Report. Download as CSV and upload to AllInvestView.
Does AllInvestView sync with Coinbase automatically?
Currently, Coinbase data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.
Can I track Coinbase and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from Coinbase, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.
Does AllInvestView support crypto like stocks, ETFs, and options?
Yes! AllInvestView supports all asset types available at Coinbase—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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