Koinly Portfolio Tracking
One of the standout features of Koinly is its portfolio tracking dashboard, which allows crypto investors to monitor their holdings in real time while also keeping an eye on taxable events. It’s more than just a tax tool — it doubles as a powerful portfolio management platform.
Key Features of Koinly Portfolio Tracking
- Real-Time Portfolio Value
- Koinly automatically calculates the current value of all your assets across exchanges, wallets, and blockchains.
- Supports 20,000+ cryptocurrencies and multiple fiat currencies for accurate valuation.
- Track Gains and Losses
- See realized gains (from sold assets) and unrealized gains (from assets still held).
- Helps identify profitable trades or positions that are underperforming.
- Historical Performance Analysis
- Koinly charts your portfolio value over time, showing how your investments have grown or declined.
- Useful for long-term tracking and performance evaluation.
- Multi-Wallet & Multi-Exchange Support
- Combine holdings from multiple wallets, exchanges, and DeFi platforms into one unified view.
- Koinly automatically syncs transactions, making tracking seamless.
- Insights & Analytics
- Provides breakdowns by asset type, exchange, or blockchain.
- Highlights major contributors to portfolio growth and taxable events.
- Portfolio Reports for Planning
- Download reports to help plan investments, rebalance your portfolio, or prepare for tax planning strategies.
Why Portfolio Tracking Matters
- Avoid surprises at tax time by seeing how trades impact gains and losses in real time.
- Monitor overall investment health and make informed decisions about buying, selling, or holding assets.
- Track DeFi, staking, and NFT activity alongside traditional crypto trades to get a complete picture.
💡 Pro Tip: Pair portfolio tracking with Koinly’s tax loss harvesting tools. By identifying underperforming assets early, you can potentially offset gains and reduce your annual tax liability.