Unocoin portfolio tracker

Your Unocoin trades with cost basis and the tax figure, next to your Indian shares and funds.

Upload your Unocoin 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.

IN Est. 2013 FIU-IND

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 Unocoin does well

What people like about Unocoin, and why they stay.

Crypto exchange operating since 2013.

Systematic Investment Plans (SIP) for rupee-cost averaging into crypto.

INR trading pairs with direct bank transfers.

Mobile and web app for newer investors.

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.

Unocoin keeps Individual with Crypto in INR. Holdings at another broker are outside that total.

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

Unocoin statements cover Crypto in INR for Individual. They do not compare tax lots under several cost-basis methods.

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

The Unocoin account shows crypto trades, but not the cost basis beside your other investments.

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 Unocoin 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

An Unocoin history is usually rupee-funded crypto buys, sells and transfers.

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

Every Unocoin disposal needs a cost basis even when only part of a coin was sold.

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.

Review every row before you import it

Unocoin users can bring the exchange file in when there is no direct connection.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

What Unocoin gives you, and what is added here

Area	Unocoin	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 basic transaction export.	The tax report supports FIFO, LIFO, HIFO and average cost.
Performance Analytics	The broker tools include basic portfolio value display.	The dashboard calculates XIRR and return between chosen dates.
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.
SIP Tracking	The broker tools include basic SIP schedule display.	Each scheduled purchase remains in the transaction history.

Where you file

For investors in the Indian market

NSE and BSE holdings in rupees, next to anything you hold abroad.

Rupees as your base currency

NSE and BSE listings priced daily

Your own capital gains rules, with rates and holding periods you set

Dividend income tracked with tax deducted at source

Getting started

Getting your Unocoin history in

Export from Unocoin

Open Transaction History in Unocoin. Download the trading data and upload the file 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 Unocoin

IN • Est. 2013 • Regulated by FIU-IND

Asset types Crypto

Account types Individual

Currencies INR

Fees Trading fee of 0.4% maker / 0.6% taker. SIP available from INR 100.

Suits Indian crypto investors using Unocoin • SIP crypto investors using Unocoin • Beginners in India using Unocoin • INR-based crypto traders using Unocoin

More than one account

Unocoin 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

Unocoin and AllInvestView, answered

How do I import my Unocoin trades into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Does AllInvestView support INR as the base currency?

Choose a reporting currency. The dashboard converts every holding and shows currency movement separately from market return.

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

There is no automatic connection for Unocoin yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Unocoin 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 Unocoin 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 Unocoin portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account