Coinbase portfolio tracker

Your Coinbase buys, sells and rewards with cost basis, the tax figure and the whole picture next to your stocks.

Connect Coinbase read only, or upload your transaction history. You get the return between any two dates, your coins next to everything else you own, and a capital gains report for your country.

US Est. 2012 FinCEN NYDFS FCA BaFin

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Coinbase does well

What people like about Coinbase, and why they stay.

US crypto exchange listed as (NASDAQ: COIN).

250+ cryptocurrencies available for trading.

Coinbase Vault for extra security on large holdings.

Staking rewards on select cryptocurrencies.

Coinbase Card for spending crypto.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

Coinbase keeps Individual and Prime (Institutional) with Crypto in USD and GBP. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

Coinbase statements cover Crypto in USD and GBP for Individual and Prime (Institutional). They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

The Coinbase account records crypto activity, but your combined cost basis and tax result still need work.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

What you get

What AllInvestView does with your Coinbase data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

See what you held on one date

A Coinbase history is mostly crypto buys, sells, transfers and rewards.

Choose an earlier date. The dashboard rebuilds the holdings, weights, balances and return from that day.

See past holdings

Portfolio holdings and weights rebuilt on a selected past date — The portfolio and every holding as they stood on December 31.

See how each sale changes your tax

Moving crypto in or out of Coinbase does not remove the need to carry its cost basis.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

See your return between two dates

Coinbase balances can look very different between two dates after a run of trades.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

What Coinbase gives you, and what is added here

Area	Coinbase	With AllInvestView
Multi-Asset View	The account view covers assets held with this broker.	Different asset classes can share one portfolio.
Tax Reporting	The broker tools include Transaction export for a separate crypto tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Performance Analytics	The broker tools include basic P&L per coin.	The dashboard calculates XIRR and return between chosen dates.
Portfolio Allocation	The broker tools include Crypto allocation view.	The dashboard shows allocation across every holding.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Correlation Analysis	The account report does not calculate a holding correlation matrix.	The analysis includes a holding correlation matrix.

Where you file

For investors filing in the United States

Your Coinbase history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your Coinbase history in

Export from Coinbase

Open Taxes > Documents > Generate Report in Coinbase. Download the CSV and upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

About Coinbase

US • Est. 2012 • Regulated by FinCEN, NYDFS, FCA, BaFin

Asset types Crypto

Account types IndividualCoinbase Prime (Institutional)

Currencies USDEURGBP

Fees Coinbase Advanced: maker 0.00-0.60%, taker 0.05-0.80% based on volume. Simple trades: ~1.49% fee or spread.

Suits Crypto beginners using Coinbase • US investors wanting a regulated exchange using Coinbase • Long-term crypto holders using Coinbase • Staking enthusiasts using Coinbase

More than one account

Coinbase and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Coinbase and AllInvestView, answered

Can I automatically sync my Coinbase account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView support tracking crypto staking rewards from Coinbase?

Record each reward as income with its date and value. It then stays with the holding and its tax history.

Is the Coinbase connection read only, and is it an aggregator?

The connection to Coinbase is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Coinbase does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Coinbase and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Coinbase portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account