Topic: CoinTracking - Profit/Loss Portfolio and Tax Reporting for Digital Currencies - page 20. (Read 122619 times)

@banner888
If chains are not supported yet (TRON will be available soon) please add those transactions manually. See "Entering Transactions - API / CSV / manually" (https://cointracking.freshdesk.com/a/solutions/articles/29000018166?lang=en)
DEFI transactions should be imported fine. If you have "old" transactions please delete those and re-import them again as we improve those imports weekly.
Regarding closed exchanges this FAQ is helpful: "Exchange closed or missing data due to wallet inaccessibility" (https://cointracking.freshdesk.com/a/solutions/articles/29000034626?lang=en).
And this is one of the most important FAQs: How to validate my account? (https://cointracking.freshdesk.com/a/solutions/articles/29000035339?lang=en)

Hello all,

Does anyone out there have a recommendation on who to reach out to for professional help using cointracking?

I need someone who knows how to deal with missing transactions from closed down exchanges, lost wallets.  How to import in cointracking with chains not supported by cointracking such as Tron and Hive.  How to tell the difference between income and a fee or transfer in defi such as uniswap in this software. Would be nice if they could look at my account information and give a estimate rather than ask for $1,600 and we will bill you the rest when we are done.   

This software works well and is easy to understand if you have typical stock like trades, otherwise not easy as all.  It's just raw data that you have to figure out.

And why is this place dead?  where do people go to talk through all this stuff?

Updates and Improvements

API
- Binance (fix for transactions with FIAT)
- FTX (sub-accounts with spaces are now supported)
- Coinbase (credit card payments are now supported)
- Bitmex (margin PnL are now imported)
- Bibox (fee fixes)

CSV
- New import: BSDEX
- New import: BTCPay (import of Lightning transactions)
- New import: Luxor Mining
- Binance (support of new formats, optimized duplicate check)
- AscendEx (formerly Bitmax, new format now supported)
- Exodus (new format now supported)
- Coinbase (credit card payments are now supported)
- CakeDefi (freezer bonus now supported)
- Gate.io (new format now supported)

Blockchain
- Polygon (several improvements, e.g. support of new LP protocols and balancer transactions)
- ETH (several improvements, e.g. support of new LP protocols and balancer transactions)

Other
- several ticker updates for correct assignments and price history
- autocomplete for "incoming exchange" while adding new transfers

Source: https://cointracking.info/new_features.php

@WickedPigeon
Not yet, but we are working on it and it will be one of the next chains we will offer as API. Thank you for your patience.

Hey @Andreas_CoinTracking
Is there any way to import activity on the Solana Chain/network (like you can with ETH transactions)?
Many thanks!
WickedPigeon

@dr1ver
We review them internally and prioritize them. If you raised one via ticket please reply there as we have hundreds here.

Hi - can you provide an update on my request please. Can you also provide some insight into how requests are reviewed and prioritised?

@ProLoade
If you have issues please contact our support via Ticket or E-Mail [email protected] and mention there your account name and the questions/issues you are facing. Thank you.

I back up what ı had done Then delete all data and have a fresh install now
The current balance amounts are true Now checking Realized and Unrealized Gains report
I don't see my BTC amount because

" The amount of a coin does not match the value on the dashboard:
The remaining amount of a coin can deviate in the calculation of the gain from the values on the dashboard because deposits and withdrawals are not included. "

So what am ı gonna do Changing the withdraws to buy ?? İsnt it affect usdt amount then ??

@ProLoade
Thank you for this feedback. We constantly improve the software. Just use the separate reporting section for now.

In this case transactions are wrong or missing. Please check this FAQ and mitigate them: "How to validate my account?" (https://cointracking.freshdesk.com/a/solutions/articles/29000035339?lang=en)

ı check report section
Total unrealized and realized Gain / Loss each Currency section When I multiple unrealized gains and realized gain This data shows my total profit
why don't u add a colon and give us that data
You can add it in the dashboard Current balance section İt will be excellent

By the way, my BTC amount is true dashboard balance section But not true in the Realized and Unrealized Gains remaining account
Also, my average amount is not true
how can ı fix these
 

@ProLoade
I suggest that you send a ticket or E-Mail to [email protected] so that we can check your account. Please add your account name there. You need to add all transactions as they happend in reality. Otherwise every report will be not accurate.
In the meantime please check all reports under "Reporting Section" if some of them suits your needs.

Hi everyone My name is Savash

I have been using two portfolio tracking app for nearly one year named Delta and Coinstats ..
İn my country we don't have tax issues like you now Thanks God  that's why I don't care about it now

This is the first-day I download your app and open the website ofcourse and begins syncing my binance data ... The two other apps can not use the same binance API keys properly like you .. but you really solve it Congratulations ...... it is incredibly reliable and works fine

Of course, ı had to investigate for fixing something but its done in 2 hours The other apps are can not work properly all of this year SO well done I love it

Of course, I had some habits from the others. Your web site is unbelievable İt has lots of data s and very professional tools we can use

But ı want just a very easy thing, For example, they handled the profit and loose of my portfolio in a very simple way, if I wanted it, with a single click I can see the profits or loses  all the portfolio and the coins from the value of last purchases price or average price or 1 year price Like that, Well ı am new you know but can't find a simple way to see it İn the dashboard And also my Total Value of all Commodities and Total Value of all Currencies sections are empty I don't know why

Again in the dashboard, there is a Current Balance section you know İts good but have to improve   .. İt has coin name, its price and max trend of 30 days ... So it needs in my opinion after the price column I can see my Percentage of profit or looses than after that This percentage equal how much money and after that I can be choosing that these values come from my average of buy prices or last prices or whatever And Of course At the top of all them there should be the total of the portfolio and under it all the portfolio gains and percentage of course ...

I have to say that ı hope ı can express myself clearly I haven't been speaking or writing English nearly 2 decades

By the way  sorry about if it is somewhere else in the app  But ı don't see And yours is how my total gain is very very insufficient

Thanks already you read all of it

Yes, that's right - hence the request.

@dr1ver
We import transactions 1:1 as they appear. Currently you could summarize them manually only and set a start date to the API importer after deleting the other single transactions and keep only one per day/week/month or year.

Please can I request the ability to combine Interest Income transactions over a user-selected period? (e.g. 5, 10 days, 1 calendar month)

I've made relatively few transactions, but have a large number of Interest Income transactions which come in daily. They are quickly burning up my account transaction allocation with no benefit. The detail is not required for my tax purposes. It creates a lot of clutter when I'm reviewing transactions.

It would be good to configure this in the user interface rather than having to do this as a manual process by exporting, doing everything in Excel and re-importing.

I imagine other users would appreciate being able to do this.

Updates and Improvements

API
- Binance (adjustment of transaction types + FIAT deposits and withdrawals are now imported)
- Huobi (fix for fees)
- Kraken Futures (fix for transfers between accounts + deposits and withdrawals are now imported)
- Swyftx (fix for sell transactions)
- KuCoin (fix for lending/staking transactions)

CSV
- Kraken Futures (fix for transfers between accounts + deposits and withdrawals are now imported)
- Binance (adjustment of transaction types + improved duplicate check)
- Bybit (new format now supported)
- Celsius (cancelled transactions will be skipped, bonus & promo code rewards are now imported, USDT-ERC imported as USDT, Loan Principal Payment imported as non taxable income/expense)
- NEXO (customer account time zone now recognized + Liquidation and Interest Discount are now imported)
- Crypto.com (transfers from app wallet to exchange are now imported)
- CoinEx (fix regarding fees)
- Uphold (failed transactions are not imported any more)
- AscendEX (new format is now supported)

Blockchain
- MATIC Polygon (several improvements, e.g. adjustment of transaction types + missing transactions are now imported)
- BNB (fix for transaction types and other improvements)
- BSC (lottery and claiming transactions are now supported)

Other
- several ticker updates for correct assignments and price history
- tax report: update for depot separation for withdrawals
- tax report: new sum and subtotals sorting in the capital gains report

Source: https://cointracking.info/new_features.php

Yes, this is needed. The "current price" has only impact on current value of your coins. Asset price adjustment and custom price are needed as long the NFTs are not listed on our price sources.

Thanks. Only way I can get it to work out correctly is to update the sell value to match the buy value in the trade where I sell the NFT. Otherwise it seems to want to use the NFT token price I set in the custom token price on purchase. Or am I stuffing it up doing this? It seems to show correctly in Realized and Unrealized Gains chart now

@matblam
If you are using "best price" calculation method the gains are calculated properly as the "counterpart asset value" e.g. of your ETH is taken.
If you want to see the gain of the manually added NFT you need to update the asset value while copying the sell value (buy transaction) and the buy value (sell transaction) into the blank asset value field (non listed asset) of the NFT.
See those 2 FAQs here:
Edit asset value manually (https://cointracking.freshdesk.com/a/solutions/articles/29000033219?lang=en)
The cost basis seems wrong in the Gains/Tax Report (https://cointracking.freshdesk.com/a/solutions/articles/29000018287?lang=en)