Bulk edit (ignore, delete, or tag/mark) multiple transactions
Requesting the ability to group and edit multiple transactions at once. This would save a lot of time when multiple edits are required. The bulk editing interface seems to suggest you could ignore or delete in bulk, but currently only 1 selected transaction is deleted or ignored. This should also cover marking a transaction as interest.
Allow manual transactions on synced wallets/exchanges to reflect on Portfolio, Dashboard, Wallets
The current behavior is that manual transactions on auto synced wallets/exchanges aren't reflected on Portfolio pages. Users who add manual transactions will find that these transactions are not taken into account in several areas: • Portfolio totals are not correct. • The total for the asset on the dashboard is not correct. • If all transactions for the asset are created manually, it will not be listed under "Your Assets" on the dashboard. • Manual transactions do not affect the balance for the wallet. • If all transactions for the asset are manual, the asset will not show when selecting the wallet under Wallets> Wallets. •Custom currencies and manual changes to map a transaction to the correct coin do not correct the dashboard. •Further confusion is caused by the fact that manual transactions do affect the number that is displayed for the number of transactions in a specific wallet. This happens because when the wallet/exchange is synced, CoinTracker pulls the balances directly from the wallet via the API only, ignoring manual transactions. We understand that users may expect manually added transactions to affect their account the same way that the synced transactions do. Please note that this applies to manual transactions only. Wallets/transactions imported via CSV will show correctly on wallets, portfolios, and the dashboard. This issue only affects only the figures seen on the portfolio and dashboard pages and when looking at the balance on individual synced wallets. Tax calculations will still be correct. If you would like to work around these issues with manual transactions, you could remove the synced wallet and import all transactions for that wallet via our generic CSV import: https://support.cointracker.io/hc/en-us/articles/4413071299729
Many coins missing. I see potential in the work Cointracker is doing but you need to expand the ecosystem
CoinTracker needs to add support for major L2 such as: Optimism, Arbitrum and others like Polkadot, ChainLink, HBAR, Zilliqa, CRO, IMX, Algo, XTZ, Amp, XLM, Harmony to the least. I don't like the alternate option of uploading the csv from exchanges. There is plenty of manual effort here. It will be difficult to use CoinTracker alone and people will have to flee to other platforms! If you have all these coins, I don't see the need to look out for other platforms.
Allow users to hide spam/marketing/defunct tokens
Enable hiding spam tokens, spam coins, unwanted airdrops from whole portfolio tracking and taxes (e.g. KICK , MNE , NSE , etc.) Currently, using the "Ignore" category on the receive transactions for the unwanted coins will exclude those coins from your tax calculations, but it does not remove them from your wallet balances or your CoinTracker portfolio views. This article has suggestions about sending away worthless tokens: https://help.cointracker.io/en/articles/4471745-what-if-my-coins-are-lost-stolen-or-worthless
Support for Kucoin Futures and Margin Trading
We have not yet added support for Kucoin futures and margin trading, including: Leveraged tokens (i.e. ETH3L, ETH3S, etc.) Currently, these types of transactions are not imported into CoinTracker when the exchange syncs via the API integration. Until we add this new feature, users have the option to add these transactions manually . For users with large numbers of trades, adding the Exchange via csv using the Cointracker generic csv import may also be an option.
Custom Portfolio Tier and Concierge Services
This post tracks requests from our users for a custom portfolio tier and concierge services. Suggestions we’ve received include: Unlimited wallets and transactions Priority support Support by Phone or Web Conference Formatting of data for import via CSV Review of accounts to reconcile errors and identify missing information Verify that tax forms align with transactions Reconcile accounts over multiple tax years Analyze advanced transactions such as margin trading, NFTs Ability to consult with a tax expert Tax filing services
Specialized Section for "Harvested" Tax Loss Trades
A section in the Tax Loss Harvest Center highlighting previously sold transactions tagged as "harvested" for tax loss harvesting. This feature would provide users an extra layer of accounting for tax loss harvesting.