Best Lumina Alternatives in 2024
Find the top alternatives to Lumina currently available. Compare ratings, reviews, pricing, and features of Lumina alternatives in 2024. Slashdot lists the best Lumina alternatives on the market that offer competing products that are similar to Lumina. Sort through Lumina alternatives below to make the best choice for your needs
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Koinly
Koinly
1,803 RatingsMake tax reporting easy, reliable and accurate with Koinly. Simply connect your exchange accounts / public addresses and let Koinly calculate your capital gains, then generate a tax report for next year. Your final report is accepted by your tax agency and easy to print & file. Koinly is an accounting and tax reporting software for cryptocurrency investors, hobbyists and accountants. With over 700 integrations, Koinly supports over 400 Exchanges, 100 Wallets and over 170 Blockchains. This makes it easier for you to get the most out of your crypto capital gains. All your transactions in one place No more going back and forth between different accounts and wallets. Easily sync your data to Koinly and get a complete picture of all your trading activity. Easily track your crypto assets & taxes View your total holdings and portfolio growth over time - across all your wallets and accounts - along with your tax liabilities. Easily find and fix issues with your transactions Say goodbye to absurd gains and inaccurate tax reports. Koinly is packed with tools to help you find problems with your transactions. Reliable cryptocurrency tax reports Preview your capital gains and taxes for free and generate tax documents. -
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Kryptos
23 RatingsKryptos simplifies crypto tracking and tax compliance. Kryptos will transform your crypto finance management. Our advanced platform simplifies tax compliance and tracking, making it easy and stress-free. Features: Syncing is effortless: Compatible with multiple platforms. Global Tax Reports: Generates reports that are compliant with 30+ jurisdictions. NFT & DeFi Management: Easily handle diverse crypto investments. AI-Powered Analytics: Gain insights for smarter decisions. Comprehensive Dashboard: Monitor assets and growth all in one place. Mobile Support: Manage crypto on-the-go. Customized tax strategies: Maximize savings with tailored approaches. Kryptos is focused on providing a user-friendly interface. It supports 3000+ DeFi protocol, 50+ blockchains. Binance, Gate.io, BFF is our partner and we offer cutting edge tools for efficient crypto-management. Kryptos: redefining crypto finance management through simplicity and precision. -
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Accointing by Glassnode
Glassnode
Free 20 RatingsSet up alerts and analyze your portfolio to get real-time insight. Get a market overview and track coins in your watchlist. Just a few clicks and you can file your crypto taxes! Accointing offers an intuitive dashboard that is available on both mobile and desktop. It allows you to track your transactions and performance in real-time, with an amazing user experience. We make it easy to connect your wallets and exchanges via API or CSV. The platform supports over 300 exchanges and wallets via mobile or desktop. Your tax report is available in just 5 clicks and can be customized to your country. To find out more, select your country. Review the performance of the crypto market and research the most popular tokens. Add them to your watchlist. -
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OKX Wallet
OKX
78 RatingsOKX Wallet is the world's most powerful crypto wallet. Simple: The easiest way to explore Web3. Manage your digital assets across OKX Exchange and Web3 Wallet seamlessly under one unified experience Powerful: Built-in access to multi-chain DEX, NFT Marketplace, Earn, and thousands of dApps Secure: Complete control of your crypto, keys, and data – exclusive access to your funds; choose what to share and what to keep private OKX Wallet – your portal to Web3. -
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CryptoTaxCalculator
CryptoTaxCalculator
Free 5 RatingsOur easy-to-use calculator will help you calculate your cryptocurrency taxes. Support for hundreds of exchanges. All local and international exchanges are supported, including Binance, Bitfinex and Coinbase. We will add your exchange to our list if we don't have it. It is easy to upload transaction history with custom CSV or API parsers for hundreds exchanges, blockchains and wallets. Participated in ICOs? Are you worried about missing or stolen funds What is DeFi? Our automatic categorization algorithm will help you to identify DeFi? Our detailed reports provide a breakdown of realized capital gains as well as income. This information can be shared with your accountant or imported into your tax software. CryptoTaxCalculator does all the hard work for you. -
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BitGo is the first digital asset company that has been focused exclusively on serving institutional clients since 2013. BitGo provides institutional investors with custody, staking, liquidity and security solutions. Active in both centralized and decentralized finance, BitGo offers market leading trading, lending, and borrowing services through its prime brokerage services and acts as the custodian for WBTC, the leading global stablecoin for Bitcoin. In 2020, BitGo launched BitGo Prime, Portfolio and Tax, providing clients with a full-stack solution for digital assets. In 2018, it launched BitGo Trust Company, the first qualified custodian purpose-built for storing digital assets. Most recently, BitGo launched institutional-grade DeFi, NFT and web3 services. BitGo processes approximately 20% of all global Bitcoin transactions, and supports over 700 coins and tokens. BitGo’s customer base includes the world’s largest cryptocurrency exchanges and institutional investors and spans more than 50 countries.
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Ledgible
Ledgible
Free 11 RatingsThe Ledgible Platform is a cryptocurrency tax & accounting solution designed specifically with professionals in mind. We make crypto, Ledgible. Financial institutions, corporations, and accounting firms use the Ledgible platform globally for crypto tax, crypto accounting, and crypto audit for billions of dollars of crypto assets. For clients seeking traditional financial verification, reporting, and assurance, Ledgible provides the tools they need to confidently embrace cryptocurrency in their work. Ledgible offers three products - Ledgible Crypto Tax Pro, Ledgible Accounting, and Ledgible Crypto Consumer Tax. Our crypto tax product suite was designed from the ground up as a professional-grade solution for tax and accounting professionals. As such, we're the only solution partnered and integrated with all professional tax software solutions. Our institutional accounting arm also develops custom solutions for institutions seeking to integrate cryptocurrency into their systems. -
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1inch Wallet
1inch Network
Free 17 RatingsThe 1inch Wallet is a crypto app that meets the needs of both beginners and experienced traders. This fast and secure non-custodial crypto wallet boasts a built-in DEX aggregator, allowing users to conveniently store, send, receive and trade crypto on popular networks like Ethereum, BNB Chain, Polygon, Optimistic Ethereum (OΞ), Arbitrum, Gnosis Chain, Avalanche, Fantom, Klaytn, Aurora, and ZkSync. With support for hundreds of tokens across these networks, the 1inch Wallet ensures a diverse range of options for cryptocurrency enthusiasts. Experience easy entry into the world of DeFi with 1inch, as it provides access to deep liquidity across multiple blockchains and offers better rates for crypto swaps than individual exchanges. By automatically optimizing trades across hundreds of DEXes, the 1inch Wallet saves you valuable time and eliminates the hassle of manually searching for the best swap prices. Emphasizing efficiency and user-friendliness, the 1inch Wallet is designed to be the most convenient and secure crypto wallet app available. Enjoy a seamless user experience while taking full advantage of the features and benefits provided by this top-notch wallet. -
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Blockpit
Blockpit
$0Get a legal crypto tax report with just a few clicks! *Secure Transaction Import: Connect wallets, exchanges, blockchains, DeFi platforms, and NFTs without compromising the safety of your assets. *Automated Crypto Tax Calculations: Get a personalized tax report, compliant with multiple jurisdictions, including USA, Germany, France, Spain, Austria, Switzerland, Netherlands, and Belgium. *Detailed Reporting: Enjoy comprehensive reporting and audit trails for complete transaction clarity. *Tax Optimization: Get tailored tips to strategically optimize your crypto portfolio, minimize tax, and boost returns. *Portfolio Tracking: Monitor your assets & transactions in real-time for transparent and efficient portfolio management. -
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Cryptio is the leading enterprise-grade accounting, tax, financial reporting, and audit preparation solution. It is a complete back-office platform that delivers financial integrity and accountability for businesses in crypto. Our software assists crypto-native financial institutions, accountants, auditors, and financial institutions in navigating the fragmented digital asset landscape with confidence. Cryptio allows you to track assets and transactions from DeFi protocols. It simplifies accounting and back-office operations, including: - Importing cryptocurrency activity (especially on-chain transactions). - Auto transaction labeling, cost base (FIFO & WAC), gains/loss reporting Sync transactions to your accounting software - Xero, Quickbooks, Netsuite, and SAP - Report generation for portfolio balances, transaction history, asset breakdowns & more Cryptio has been trusted by top crypto businesses such as Consensys, Metamask, Uniswap, and Worldcoin, as well as financial service providers like Mazars or Grant Thornton.
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CoinLedger
CoinLedger
$49 per tax season 11 RatingsCoinLedger (previously CryptoTrader.Tax) eliminates the hassle of preparing your crypto taxes and bitcoin transactions. Connect your exchanges and import trades. You can download your tax report within minutes. Use the API import tool to import trades or upload your trade history file. CoinLedger is compatible with all major exchanges, making this process simple and quick. Add all your sources of cryptocurrency income to the tax year. CoinLedger calculates your gains through mining, staking and airdrops. CoinLedger calculates tax liability using the same methods tax professionals use. You can rest assured that you are not paying too much and that your crypto tax liability is minimized. You can download your completed IRS forms to file your taxes, send them to your accountant, or import them into software like TurboTax or TaxAct. We are partnered with the largest tax preparation platform to make it simple for you to E-File crypto gains and losses along with your full tax return. Generate your crypto gains, losses, and income reports in any currency. These reports can be used to complete the relevant tax forms for your country. -
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ZenLedger
Free 36 RatingsTrack your crypto trades and see your profits. You can quickly generate the crypto tax forms and financial reports you need. ZenLedger is compatible with all major exchanges including Binance, Coinbase, crypto including Bitcoin, Ethereum, Litecoin, and fiat currencies. ZenLedger will produce P&L statements for you and your tax professional, regardless of whether you are a day trader, miner, or Hodler. ZenLedger imports all transactions and prepares your documents. This includes the Capital Gains Reports and Income Reports as well as the Donation Reports and Closing Reports. ZenLedger can also connect you with a crypto tax professional (Tax attorney, CPA, and/or Enrolled Agent) to help you get your taxes done quickly, efficiently, and with the best tax strategies. All fully prepared plans include the 1040 and all schedules. All packages are subject to time limits. -
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AEM Journaler
AEM algorithm
$9 per monthAEM is the next generation of financial accounting systems specifically designed for blockchain. We are focused on financial process innovation and provide a fully automated crypto-accounting application that can be used for alternative currencies. Accounting Enterprise Middleware. Conversion of transactions to equivalent monetary values is seamless. Data can be easily extracted from any accounting software package, or customized edited by the user. Financial reporting is made easy and simple by this. This wallet is the first to integrate NEM with its native currencies XEM and mosaic tokens. It also includes the Testnet version Symbol Blockchain with its native currency XYM. The next upgrade will bring you the Bitcoin wallet. -
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TokenTax
TokenTax
$65 per tax year 12 RatingsTokenTax is a cryptocurrency tax calculator that connects with every crypto exchange. We can import your data from any country and reconcile it to your trading history. You can easily track your capital gains, losses, and tax liabilities for each virtual currency transaction. Our Tax Loss Harvesting tool can help you save money. For your TurboTax return, you can generate tax forms such as the Form 8949. Need help filing? Our team of cryptocurrency tax filers can help you complete your return. Connect major exchanges such as Binance, Coinbase, and BitMEX via automatic API import or upload a trade history spreadsheet from any exchange. Our platform is custom-built to handle all aspects of digital asset taxes. This includes capital gains calculation and automatic tax form generation. TokenTax uses crypto trading history to automatically populate Form 8949, which is used to report capital gains. It can be included with your tax return, or you can import it into TurboTax. -
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BlockSentry
BlockSentry
$49 per yearThe tax environment for cryptocurrency is rapidly changing. Our end-to-end compliance solution will help you stay safe in a highly regulated market. You don't need to be an accountant expert. Beautiful data visualizations give you real-time insight into your trading performance. Our patent-pending technology automatically recognizes transfers between accounts and categorizes transactions. This saves you time and money. You can get real-time insight into your trading across all your exchanges by analyzing your gains and losses in each currency as well as the larger portfolio trends. BlockSentry uses advanced A.I. BlockSentry uses advanced A.I. technology to automatically fill out your tax forms and identify transfers between accounts. This will save you time and allow you to keep a long-term cost basis, so you pay less taxes. -
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Bittax
Bittax
You can take care of your compliance to crypto tax regulations. Full Report Calculation – Historical data tracing. Specific Identification on the Blockchain allows you to maximize accuracy and tax efficiency, consolidate your tax liabilities, and maximize tax efficiency. Fully compliant with IRS regulation. Bittax's Tax Planning Algorithm allows you to pre-plan crypto taxes and consolidate a low crypto tax liability. To create an AML report, the system tracks all FIAT entry points and exit points, matches information with crypto activity, and inventories. The system tracks all real-time transactions made by the user on blockchain, starting with the first transaction. It then analyzes the user's activity history from the source of the first FIAT crypto transaction to real-time assets holdings. A graphic report detailing discrepancies and missing information. -
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NODE40
NODE40
$39.95 per yearIt is easy to see what you have done by automatically identifying transaction types, applying market values, and carrying basis up to disposition NODE40. We can help you understand if your story has become complex over time. NODE40 does not take a revisionist approach. We show you what actually happened in the real world. We provide all details and identify how transactions were made. While other platforms may use a subjective method like FIFO or LIFO ex post facto to identify transactions, NODE40 provides the details so you can see what actually happened. If cryptocurrency is being moved between sources, it is important to consider the cost basis. Otherwise, your story won't make sense. Our automated identification of credit, debits, or transfers allows us to provide the most transparent and auditable data available in the industry. Connect to your bitcoin wallet or exchange and NODE40 Balance will assign cost basis values for all your incoming transactions. -
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LukkaTax
LukkaTax
Get your free summary of your cryptocurrency taxes. There is no limit to the number of transactions, wallets, or exchanges. The IRS will ask all taxpayers about their cryptocurrency or "virtual currencies" for the 2019 tax season. LukkaTax can be used with any traditional software. For accuracy, use the software that professionals trust. You could get back money from previous year returns if you refile. LukkaTax has mapped the most popular exchange and wallet files so you can drag and dropped them without having to learn all the formats. They are not reliable. Lukka may use APIs in other products when appropriate, but for tax reporting, why risk missing an transaction? Drag and drop your files. LukkaTax will help you identify and sort these situations so you can be confident that you have optimized your crypto for tax reporting. -
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ATANI is the platform that crypto traders use. We aim to give traders an edge on the markets. We offer multi-exchange trading, portfolio tracking, tax reporting, and partnership with some of the most popular exchanges (Binance ...), OKEx, KuCoin and Bitfinex) to allow you to access the lowest trading fees. All your exchanges on one secure platform Trading: Trade Bitcoin, Ether, and 1,500+ assets in real-time. Also trade in 9,000+ pairs on 20+ cryptocurrency exchanges. Charting: Get the best TradingView tools to perform technical analysis. Portfolio tracking: Monitor your balances and asset allocations. Price Alerts: Get SMS, phone call, and email alerts so you never miss a trade. Tax Reports: Get your free tax report in just one click. Security: Your API keys and funds are never available to our servers (non-custodial). Download the ATANI desktop app (available for Mac, Windows and Linux) and get started for free now at: https://bit.ly/3iY8Xsg
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rotki
rotki
€10.05 per monthRotki is an open-source portfolio tracker and accounting tool. It protects your privacy. The source code for rotki is open-source and can be modified, enhanced, and inspected. rotki is a local-first app that places a strong emphasis on privacy. Your financial data is encrypted and not shared with any third parties. rotki allows you to track all your crypto assets, regardless of where they are located. You can track your crypto assets on a blockchain, DeFi protocol, or one of the supported exchanges. You can view all your assets and liabilities, as well as your exposure to them, as a percentage your net worth. A graph showing how their net worth has changed over time can be viewed by users. The free version is limited to the past 2 weeks. Connect to many centralized exchanges to view current balances, historical trades and deposits, as well as withdrawals. An overview of all your DeFi holdings in different protocols, historical activity details and profit loss calculation. -
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Binocs
Binocs.co
$49 per yearBinocs can sync your crypto transactions from wallets and exchanges like Binance, Coinbase, and Metamask. All transactions are understood, including airdrops and mining, derivatives, and even DeFi transactions using protocols like Uniswap and AAVE. Binocs allows you to review your portfolio performance across assets and gives you a summary of capital gains and losses. You will be able to take advantage of our state-of-the-art features such as Derivatives & DeFi portfolio. Binocs calculates taxes and helps you comply with local regulations. Our intelligent cost basis engine provides reliable data for calculating your crypto gains. You can download a detailed tax report in just a few clicks. To create your account and profile, you don't need to provide any personal information. Binocs does not require KYC, so you can continue to use our softwares and features anonymously. Only your email ID is required to sign up. Other than that, KYC-related documents do not need to be provided. -
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CoinTracking
CoinTracking
Free 5 RatingsCoinTracking analyzes all your trades and generates real time reports on profit and losses, the value of coins, realized and unrealized gain, tax reports, and many other information. You'll always have a complete view of the prices for all 9041 coins and assets. CoinTracking allows you to track all transactions in real time, regardless of whether you are just starting investing in digital currencies. Are you new to CoinTracking? In 16 videos, our tutorials will explain all functions and settings for CoinTracking. Interactive charts for trading and coins. Profit/loss & Audit reports. Realized and unrealized gain. All transactions on one page. Easy import from 70+ exchanges. Automated import via APIs Direct sync with blockchain Export in Excel, PDF and CSV. Capital Gains, Income, Mining, etc. 12 Tax methods (FIFO, LIFO, AVCO...). This document is for accountants and tax offices. All countries can be adjusted. -
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CoinTracker
CoinTracker
$59 per tax year 3 RatingsIt is difficult to accurately track the performance of your crypto assets and calculate taxes. We connect your wallets and exchanges. Connect all your wallets, exchanges, and DeFi platforms directly. We automatically and continuously sync your crypto transactions and balances. Our technology supports fee tracking and margin trading. We also handle traders with millions of transactions. We support more than 300 exchanges and 2500 cryptocurrency. You can easily review your tax summary and download the reports that you need to file taxes. It integrates seamlessly with TurboTax software and your accountant's software. We offer full support in the USA, UK, Canada, Australia, as well as partial support for any other country. CoinTracker is the industry's most trusted cryptocurrency tax software. -
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Bitwave
Bitwave
Bitwave powers bookkeeping and accounting, as well as tax tracking, invoicing and bill pay. Bitwave makes it easy to monitor DeFi ROI and manage digital asset treasury. It can be difficult to calculate taxes for DeFi and crypto. If your business transacts in crypto currencies, you have to keep track of the cost basis and the crypto taxes. Bitwave is a complete solution to crypto and DeFi tax tracking that simplifies your quarter end. Our enterprise digital asset platform connects blockchain to your accounting system, making it easy for you to prepare crypto taxes. We also support cost averaging as well as specific selection. You can run reports for each to determine the best tax strategy for you. Our platform syncs mark to market adjustments to mark your current holdings and crypto gains and losses. -
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Cryptoworth
Cryptoworth
259 1 RatingThe solution scales to meet your cryptocurrency accounting and tax requirements. Cryptoworth offers infrastructure-level solutions that can provide the most complex services, such as transaction reconciliation, cost analysis, tax, tracing and transaction auditing. -
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Recap
Recap
Connect your accounts. Track your portfolio. Calculate your taxes. Your encryption key is yours, not ours. Transmit trades and transactions to exchanges with direct connections in real-time. You can immediately see the impact on your portfolio, tax, and tax. Direct connections are not able to log or snoop on your data. If your exchange is not supported yet or is dead, we can import your data into our custom CSV format. If you only have a few transactions to add, you can manually create transactions. We value all assets in your accounts and give you the total value in your currency. You can see how your assets performed and look back at boom times to plan for the future. You can determine the percentage of your account value in each asset, which will allow you to make investment and rebalancing decisions. Capital gains and income tax support in the USA and UK. -
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EveryTrade
EveryTrade
$1,199 per yearYou can organize your transactions in different portfolios or groups. You will be able to provide documentation if required by gradually recording your transactions. You can also get an informative view of your trading and profits, and compare yourself with the market benchmark. A data manager allows you to manage all your transactions. All imported data can be viewed and edited in a transaction table. You can assign, unassign and delete transactions. It is important to keep track of all transactions in order to provide consolidated reports that are more easy to assign to the general ledger. This will make it easier for your accountant when handling your taxes. Importing your data is easy. Simply download the CSV files from your favorite cryptocurrency exchange, and upload them to EveryTrade. -
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TaxDecrypt
TaxDecrypt
FreeIndia's First Crypto Tax Software, Integrating exchanges such as WazirX and Binance. Our user can consolidate and view all their crypto transactions in one place. -
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Hedgehog
Hedgehog
Hedgehog is a portfolio manager that manages crypto currencies. In a volatile market, smart investing, responsible research, diversification are key. It is important to do your research, but it shouldn't be difficult. We aim to provide institutional-grade tools to the everyday crypto investor. Hedgehog can be used to trade on any exchange such as OKEX, Kraken or Coinbase. You can trade across all your exchanges once you have linked your accounts for better price discovery. You can trade any asset at lower rates with over 130+ supported exchanges. To automatically sync transactions and balances, save your public address from any of the 1000+ chains that we support. This gives you a clear view of your portfolio and keeps it in sync 24 hours a day. -
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Waltio
Waltio
Sync your portfolios, wallets and blockchains to track all your crypto operations, NFT and DeFi, since the first day. Download your tax documents prepared by tax experts and get your crypto tax amount within minutes. Instantly see the value of your portfolio and the total of your taxable transactions. Our tool was developed in collaboration and in accordance to the local tax regime by local lawyers. Waltio calculates the tax amount for you and provides your tax documents within minutes. Waltio guides you step-by-step through the process of filling out your tax return. Waltio imports all your transactions from hundreds of protocols, centralized platforms and other sources. Record every type of transaction that you make. -
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CoinTrack.ai
CoinTrack AI
$5.99/month All your cryptocurrency assets can be tracked from one place. Cointrack.ai allows you to track your DeFi assets and is simple and secure. Since the beginning, AI has been a part of our company's DNA. Because cryptocurrencies are built on blockchain technology, AI can be used in conjunction with blockchain to solve many problems. Artificial intelligence algorithms are used to predict the price trends of crypto on popular crypto markets. It can be used with many cryptocurrency exchanges. Cointrack.ai allows users the ability to manage multiple crypto assets across Coinbase and Binance, Bittrex. BitMEX, Kraken, Bitfinex, Kraken, Bitfinex, BitMEX, Kraken, and Bitfinex. You can track, analyze, and get real-time insight into your digital assets. Cointrack.ai allows you to track, analyze and get real-time insights into your digital assets. -
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Quadency is a digital assets portfolio management platform that unites leading exchanges into one easy to use trading engine. Users of all experience levels may access a range of simplified bot strategies including a basic accumulator bot as well as high-frequency trading automations. Crypto traders and investors can access simplified automated bot strategies and a 360 portfolio view with a free account. Users can monitor, trade, and automate digital asset holdings across leading exchanges from their unified and secure Quadency account while accessing advanced portfolio analytics.
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Lukka
Lukka
Connect your accounts to see your trades and balances, and make decisions about portfolio management in real-time. Connect via API or upload historical data from all your exchanges, wallets and OTC desks. All accounts can be viewed on one screen. You can connect to your APIs and upload data in a matter of seconds. You can view your portfolio by asset, exchange, or account. Each exchange will give you a different price. You can view, manage and collect your data to ensure that your balances and, more importantly, your taxes are done correctly. You can add multiple users to manage their access, permissions, and abilities. To manage clients, entities, business lines or entities individually, create sub-accounts in Lukka. You can automate and manage your business processes that involve crypto assets. -
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Ember Fund
Ember Fund
2 RatingsA cryptocurrency hedge fund that is accessible to everyone. Ember Fund is fundamentally changing how people invest in cryptocurrency. With just a few clicks, anyone can buy into a managed portfolio containing cryptocurrencies. Our vision is to provide trading insights and technologies previously reserved for institutional investors to anyone with $300 and a smartphone. Ember is fully decentralized/non-custodial meaning our thousands of users from around the world, custody their own assets. The cryptocurrency can only be accessed by the user's mobile device, and not through any other person. This prevents any central point of failure. This is the first cryptocurrency app. Get investment advice from the best minds in crypto. You can easily and securely hold your assets without having to trust anyone. Smart order routing, encryption, and automatic wallet creation are all possible. -
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One Click Crypto
One Click Crypto
$0 1 RatingOne Click Crypto is a crypto asset management company specializing in developing AI-powered trading bots. As of Sep 29, 2022, the strategies at OBC have achieved a 312.5M aggregated traded volume at a monthly outperformance of +3.62% against the market. -
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HedgeGuard Crypto
HedgeGuard
1 RatingHedgeGuard offers trading and portfolio management software, as well as middle-office services to Crypto Asset Managers and Crypto Hedge Funds. Our cloud-based Crypto platform offers: - A trading panel that allows you to trade on multiple exchanges using a smart order router. A comprehensive portfolio management system that allows you to manage your portfolio, understand expositions, and risks, initiate transfers, settle, reconcile trades, and produce investor reporting. - Custody solutions Our platform is already connected with all major crypto players (crypto custodians and crypto market data providers, lenders and liquidity providers, market makers, market makers, etc.). These solutions were developed by former buyside professionals who understand the challenges portfolio managers face in today's competitive market. -
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Stacked
Stacked
Stacked allows anyone to invest in crypto indices and access trading bots. It also automates portfolio management. We simplify crypto investing so it doesn't have too many steps. Are you unsure how to structure your crypto portfolio. With just a few clicks, you can instantly allocate any percentage of your portfolio into a pre-built coin index. You can instantly access several trading bots that have been created by top traders. These bots can open and close long and small positions on your favorite futures trading platform. Our custom backtesting engine can show you the most profitable strategy for historical rebalancing and enable you to instantly enable rebalancing. To execute trades, we use an encrypted API that sends instructions to your exchange account. Stacked allows you to manage all your crypto on a single platform. Your crypto is kept on your preferred exchange. Your assets are safe and secure. You have full access to your stack at any time. -
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Watchfolio
Ethos
The Ethos Universal Wallet Watchfolio allows you to track a variety of cryptocurrencies, monitor their performance, and synchronize your coin holdings anywhere with a simple interface. To determine your profit or loss on current market conditions, you can set up your Watchfolio by entering your purchase price. The Watchfolio is customizable and easy to update, making it easy to manage multiple portfolios and monitor them. You can even create fantasy portfolios with just a click to see how different portfolios are performing. Below is an overview of the Watchfolio's form and function. We know that you have digital assets elsewhere. WatchFolio allows you to track all your assets, no matter if they are on an exchange or in a paper wallet. It's your portfolio tracker in your pocket. An ever-growing library of coins allows you to track, analyze, and learn. -
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CryptoTax
CryptoTax
CryptoTax is the best tax software for cryptocurrency, forex, and trading. Our country-specific tax reports provide the highest level legal security and we only work with an audited tax framework. CryptoTax is trusted by thousands of users across more than 20 countries. Get a preferential tax rate for your hodlings Your crypto losses can be used to reduce your tax bill. CryptoTax is a great way to get the most from your tax filings. You don't need to be a tax expert. You will soon be able import all the common exchanges and wallets from your blockchain wallets by connecting more exchanges. CoinTracking customers can also benefit from a direct import. This interface allows you to import multiple wallets and exchanges at once. It is possible to automatically classify deposits in order to make it as simple as possible to prepare transaction data. -
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The ultimate portfolio management suite for cryptocurrency portfolios. This is the easiest way to manage all your wallets and exchanges from any device. We have access to more than 45 exchanges. Coinigy's connectivity across the cryptocurrency universe enables the firm to provide real-time access to pricing data, full-featured spot trading, Arbitrage Matrix and portfolio management/aggregation tools. Coinigy is your one stop shop for portfolio management. To help you stay ahead of your game, we offer trade alerts and SMS/email price alerts. Coinigy is the best anti-theft tool for crypto because it allows you to monitor all of your wallets and exchanges from one place. Trading through Coinigy is free of any additional fees. After your trial period is over, we only charge you for the subscription you sign up for. Coinigy is the best tool for bitcoin and cryptocurrency trading.
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Arbor Portfolio Manager
Arbor Financial Systems
$1,500Arbor's institutional Portfolio Management System (PMS) allows hedge funds and family offices to manage complex portfolios from one system. We have created a Crypto Portfolio Management (Crypto PMS) that allows you to manage both traditional and digital assets together on one platform, giving you years of future proof investing. This includes complex Crypto derivatives with many exchange connections. Detailed FX products along with many traditional securities like Fixed Income, CFDs, Futures, Options, Loans, Invoices etc. The hedge fund crypto portfolio management system includes comprehensive portfolio analysis, performance contribution, compliance (pre & post trade), order management and middle office functionality. Realtime, mobile and portal reporting give you constant access to your funds. Along with many Crypto exchange connections we provide, API, FIX and multiple market data feed choices enable us to configure the Portfolio Management System exactly as you require. -
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Dolomite
Dolomite
A simple & secure decentralized crypto exchange. Trade directly from your ERC20 wallet. Superior portfolio management and cryptocurrency market analysis tools. Loopring is the protocol that powers our exchange. It is built on Ethereum blockchain. Dolomite is a decentralized exchange that allows you to manage your portfolio and also offers a powerful, secure platform for trading. Trade directly from your Ethereum wallet and receive on-chain settlement. Your assets are not at risk. To purchase crypto or withdraw crypto to USD, connect your bank account and debit card. Enter your Ethereum address to view your balances, all transfers you've made, and more. Loopring Protocol is used by Dolomite to facilitate fast, secure and liquid trading. Dolomite calculates how much ETH must be wrapped and which tokens must be approved before you submit a trade. You can open short and long positions, with up to 5x leverage via a sea. -
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Crypto Pro
Crypto Pro
All-in-one app for cryptocurrency tracking. You can view the most recent prices, track your portfolio, set price alerts and read the most recent crypto news. We do not store, process, or analyze your trading data or portfolio. The Privacy Policy of the app is available. Automatically import your portfolio and trades directly from the exchanges you use. You won't have to worry about micro and small caps tracking again. We have it if it is available. You can view real-time cryptocurrency prices and interactive charts. You can create a watchlist for your favorite cryptos, precious metals, or fiat currencies. You can track your portfolios manually, or connect your wallets and exchanges for automatic sync. You can view your equity history chart, asset distribution, gains and losses, and asset distribution. You can easily sync your data across all of your devices using iCloud by installing the app on your Mac, iPhone and iPad. -
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GoodCrypto
GoodCrypto
2 RatingsAll your exchange accounts can be connected via API. You will always have a complete overview of your trading positions. All orders can be sent to any exchange using a single, intuitive mobile-first interface. Live order books, advanced charting and cross-exchange price comparison are great ways to find trading opportunities. Trailing stops are available on 25+ exchanges. Send any order and attach take profit or stop loss. You have a crypto trading terminal in your pocket. Instantly be notified when your target price is reached, when support levels are broken, orders are executed, and tokens are listed on Coinbase Pro. Your API keys and personal data are protected with industrial-grade encryption and proactive threat detection algorithms. Fat-finger protection alerts you when you are at risk of making an error in trades. You can track your crypto portfolio across all exchanges, blockchain wallets, and in real-time. You can check historical performance, import orders, positions, and receive incoming transaction alerts. -
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Neofolio
Neofolio
Cryptocurrency portfolio manager Neofolio. NeoFolio provides complete cryptocurrency management with easy-to-use tools to track all your crypto investments. NeoFolio is the most convenient and easy way to track your cryptocurrency assets, wherever they are stored. Available now for free on the App Store This is the easiest way to keep track of your cryptocurrency portfolio. NeoFolio analyzes your trades and deposits to show you the value of your gains, balances, coins, and other transactions. You can view all of your cryptocurrency investments at once, and get detailed information about each coin. All your cryptocurrency investments can be viewed at once, regardless of where they are stored (hardware wallets or multi-coin wallets or cryptocurrency exchanges). NeoFolio does not use public keys, only address information that is commonly used for receiving transactions. Your funds are safe. -
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Coin Trade Ledger
Coin Trade Ledger
$99 per yearCoin Trade Ledger is a custom-built calculation engine that calculates cryptocurrency tax profits and losses with incredible detail and accuracy. Coin Trade Ledger allows you to upload your data to generate profit & loss tax reports. This will allow you to see exactly where your position for each trading account, each instrument, and your entire portfolio. Upload data via file upload (csv), Excel, or API (we connect directly with the exchange for you). Reports include support for trades, deposits, and withdrawals. Unfortunately, no. We won't allow you to import the same data set twice. If we suspect that a record may be duplicated, we will notify you and you have the option to either keep it or delete it. Our price archive includes minute-to-minute trade data on currencies and assets. This means that when we do a price search, it is the most accurate price. -
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CryptoCompare
CryptoCompare
CryptoCompare is a central authority that provides clear and concise information. It offers unrivalled breadth and scope of data, helping to bridge the gap between crypto assets and traditional financial markets. CryptoCompare provides global cryptocurrency market data to institutional and retail investors. It offers real-time, reliable, high-quality market and pricing data for 5,300+ coins as well as 240,000+ currency pairs. CryptoCompare provides a complete, holistic view of the market by aggregating and analysing tick data across globally recognized exchanges and seamlessly integrating different datasets. We produce cryptocurrency trade data and order book data, as well as historical and blockchain data, social data and reports. -
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Cryptiony
Cryptiony
Simple portfolio management, tax reporting, and calculations for cryptocurrency. It's so easy to get started with our cryptocurrency tool! You only need to register with your email. Add your exchange accounts using a read-only API, CSV files or public receiving addresses. Check your transactions to make sure you imported everything correctly. Instantly generate a tax report to get rid of the cryptocurrency tax. You can start for free and get a high-quality service at a reasonable price. Our support team consists of real crypto experts that are ready to assist you. -
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Kubera
Kubera
$12 per monthThe world's best portfolio tracker. All your assets can be tracked in one place, both traditional and crypto. Global banks, brokerages, stocks and currencies are supported. Get your stocks in order. Connect your online brokerage accounts or add individual stocks to track the value of your stocks in real-time. You can access the latest balances of your exchange and crypto wallet accounts. Or, you can simply add coins to track the crypto portfolio's value in your native currency. Connects to more than 20,000 banks around the world. Kubera's industry-leading account aggregation technology provides reliable connectivity to thousands online banks worldwide. Zillow's real-time market data allows you to track the value of your home (only in the US). Track the real-time value and condition of your automobiles, trucks, or cars. Track the market value of web domain names that you own. Kubera supports almost every international currency. To create a global dashboard, add your Yens to your Euros and view their values in your local currency. -
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Bitcoin.Tax
Bitcoin.Tax
$39.95 per tax yearYou may need to include cryptocurrencies in your tax returns if you have ever traded or owned them. Bitcoin.Tax, the most popular crypto tax calculation service, can calculate your capital gains or losses and provide the data and forms that you need to file taxes. We'll calculate your capital gains by simply uploading or adding the transactions from the exchanges and wallets that you have used. Start free or upgrade to a paid plan starting at $39.95. Plans that can process up 1 million transactions are also available. Bitcoin.Tax is proud to announce the launch its full tax preparation service for the 2019 tax year. Users of bitcoin.tax can now get tax preparation, advice, and planning from enrolled agents and tax attorneys.