Feature Requests

Observe I'm not able to link to a specific comment in CT's feature and bug items in Canny Expect Link to a specific comment in CT's feature items in Canny This is useful when working with the CoinTracker team through email to reference specific details made

Observe Currently the "Features" section feedback.cointracker.io/features of CoinTracker's Canny feedback view has the ability for users to share their info with a "Create Post" button "Bugs" section feedback.cointracker.io/bugs does not have a "Create Post" button Expect "Create Post" button for "Bugs" view This will save time for both users and the support team going back and forth on every bug making both more efficient and effective Posts submitted will go through the same internal review process as features submitted Users will have a basic template of recommended info to share to make the posts useful

Feature Request: Aggregated Short/Long Term Capital Gains View for Current Holdings What is being requested? The ability to view aggregated short-term and long-term capital gains data for current holdings directly in the portfolio summary view, instead of being redirected to the individual transaction view. This would provide users with a clear, high-level summary of their short/long term lots for each token. Why is this needed? While CoinTracker currently provides capital gains reporting for transacted assets, there is no simple way to view the short-term and long-term capital gains breakdown for ongoing holdings. Users are currently redirected to the transaction view, which shows every individual transaction instead of a consolidated view of their tax lots. Improving this would: Enhance visibility for financial planning and decision-making. Allow users to proactively manage their tax exposure. Improve the usability of the portfolio view with meaningful, actionable insights. This data is already compiled and categorized at CoinTracker Tax Lots , but it would be far more impactful if presented in an aggregated format in the portfolio summary. What can users do now? Currently, users must navigate to individual transaction views or the tax lots page for granular details, which is not optimal for high-level financial planning. Keywords: CoinTracker, capital gains, short-term gains, long-term gains, portfolio view, financial planning

What is being requested? Improve system performance to handle high many wallets efficiently. Users are experiencing slow loading times on the wallets page and delays in cost basis calculations. Why is this needed? Currently, users with a large number of wallets or transactions face performance degradation. Optimizing the system to handle large numbers of wallets without delays will enhance user experience. What can users do now? There is no current workaround. Engineering is actively working on optimizing performance. Keywords: performance optimization, wallets page, cost basis calculation, slow page load

If you could add a feature to develop and track exit strategies it’d keep me in your app. Being able to set plans in place with visible tax implications is VERY important.

Feature Request: Export Current Balances by Exchange/Wallet with Performance Data What is being requested? The ability to export current balances of coins categorized by exchange or wallet , along with detailed performance data including: Current balance of each coin. Cost basis for each holding. Realized and unrealized profits or losses. Aggregated totals by exchange or wallet. Why is this needed? Currently, CoinTracker allows users to view their balances and some performance data within the UI, but there is no streamlined way to export this data in a consolidated format. Adding this feature would: Simplify portfolio analysis and performance tracking. Enhance visibility across multiple wallets and exchanges. Provide users with easily shareable and storable records for financial planning and tax reporting. What can users do now? At present, users must manually navigate between wallet views and export individual transactions, making it challenging to compile a holistic overview of performance and balances. Keywords: CoinTracker, wallet export, exchange export, portfolio analysis, performance data

The CoinTracker phone app has a nice feature that shows "Total return" for each asset under the section "Your performance". For one of my assets, the displayed amount for Total return is 8,829%. But this is not true as a large percentage of my holdings of that asset were stolen out of a web3 wallet. I tagged those transactions as "Stolen". I know CoinTracker does a good job of handling stolen assets from a tax perspective. I would expect CoinTracker to NOT consider stolen or lost assets the same way as liquidated/sold assets. But it seems to think I profited from the theft. Would/could you raise a development ticket that enhances the calculations on unrealized an total return to factor in theft? The transaction screen does a great job of assigning a fiat value (in my case USD) to every transaction event. So I know the data is there. I would LOVE to also use CoinTracker's Total and Unrealized return calculations (were they to be accurate) to drive my take profit decisions as those screens as very informative and easy to use. Great UX/UI. If you can update the maths you've keep me using the app even more. Cheers!

Users may experience: Portfolio update emails are not matching the amount displayed on the Dashboard This is often due to the account having a negative balance CSV wallet The dashboard and performance page do not exclude negative balance CSV wallets from calculations, resulting in different numbers shown on the Portfolio Update email and on the Dashboard. Expected behavior: Portfolio update emails should include all wallets, including those with negative balances, in calculations. The portfolio value shown on the Dashboard should match the Portfolio Update email. As a user, what should I do? Review your Wallets page and remove/clean up any negative balance wallets. In case you need assistance, reach out to support for assistance. Additional Information Please upvote this post to indicate that you are experiencing this behavior. We have information on bug reports and what the status means in our help center . For further assistance or inquiries regarding this bug you can contact the support team . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: portfolio update, negative balance, CSV wallet, calculations, dashboard, performance page

Users Feature Request: The daily notifications we send include Portfolio Value and Past Day Return As a user, I would like to see my Total Return on the notifications As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! Additional Information We have information on feature requests and what the status means in our help center . For further assistance or inquiries regarding this feature request you can contact the support team . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: notifications, total return, app, email, daily portfolio email

Users Feature Request: Add a comprehensive balance sheet that shows tax lots for all positions – including staked assets. As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! Additional Information We have information on feature requests and what the status means in our help center . For further assistance or inquiries regarding this feature request you can contact the support team . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: Tax pro, balance sheet, staking, portfolio, performance,cpa