Track Your Coinbase Crypto Portfolio Like a Pro
Coinbase is the most trusted cryptocurrency exchange in the USA, known for its user-friendly interface and strong security. Publicly traded (NASDAQ: COIN).
When Does an External Tracker Add Value?
No unified view of crypto alongside stock and bond portfolios
AllInvestView combines your Coinbase crypto with stocks, ETFs, bonds, and other assets into a single portfolio dashboard.
Tax reporting for crypto transactions can be complex
AllInvestView calculates capital gains and losses across all your crypto trades with cost basis tracking and tax-lot accounting.
Difficult to track true portfolio allocation with crypto as part of total wealth
See your Coinbase crypto as a percentage of your total investment portfolio alongside all other asset classes.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
Coinbase vs AllInvestView — Feature Comparison
See what Coinbase's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Coinbase Built-in | + AllInvestView |
|---|---|---|
| Multi-Asset View | Crypto only — no stocks, bonds, or ETFs | Combine crypto with stocks, ETFs, bonds, options, and real estate in one dashboard |
| Tax Reporting | CoinTracker integration for crypto taxes | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Performance Analytics | Basic P&L per coin | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Portfolio Allocation | Crypto allocation view only | Full asset class allocation across crypto, stocks, bonds, and more |
| Multi-Broker View | Not available — Coinbase only | Consolidate all brokers in one unified dashboard |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Correlation Analysis | Not available | Full correlation matrix with diversification heatmap |
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
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
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
Tax Reports in One Click
Generate capital gains reports for your Coinbase portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your Coinbase positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
Tax Reporting for US Investors
Generate Schedule D-ready capital gains reports from your Coinbase portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.
Coinbase
Auto-Sync AvailableAbout Coinbase
How to Import Your Coinbase Portfolio
Getting your Coinbase data into AllInvestView takes less than 2 minutes. Here's how:
Export from Coinbase
In Coinbase, go to Taxes > Documents > Generate Report. Download as CSV and upload to AllInvestView.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Coinbase's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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Coinbase Portfolio Tracking FAQ
Compare Portfolio Trackers
Read our detailed comparisons to find the best tracker for your needs:
Go Deeper with Your Coinbase Data
Once your Coinbase portfolio is in AllInvestView, these tools turn it into tax-ready reports and professional analytics:
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