Best Crypto Tools for IDEX

Summ, previously known as Crypto Tax Calculator, is an advanced platform for managing cryptocurrency taxes and portfolio tracking that caters to users with portfolios that extend beyond simple trading on exchanges. Its sophisticated reconciliation engine interfaces with over 3,500 exchanges, wallets, and blockchains, offering extensive on-chain support for decentralized finance (DeFi) protocols, decentralized exchanges (DEXs), non-fungible tokens (NFTs), bridges, staking, airdrops, and intricate multi-chain transactions. Whenever data gaps or inconsistencies arise, Summ promptly detects any irregularities, ensuring that every number in a report is justifiable and verifiable. By synchronizing activities from various sources, Summ generates concise and transparent reports that are reliable when scrutiny is required. Key features include the Least Tax First Out (LIFO) algorithm, reconciliation for 1099-DA forms, opportunities for tax loss harvesting, and documentation prepared for audits. The platform seamlessly integrates with TurboTax, Xero, and QuickBooks, and holds a SOC 2 Type 2 certification. Users can start with free portfolio tracking upon registration, while premium plans offer comprehensive reporting customized to specific jurisdictions. It is suitable for casual investors, active DeFi participants, accounting experts, and businesses alike.

CoinStats is the leading crypto portfolio management tool used by 1.2 million active users worldwide. You can track all your crypto, DeFi, and NFT assets in real-time by connecting to 300+ wallets and exchanges. The CoinStats DeFi wallet also lets you securely store, buy, and swap cryptocurrencies. With over $100m worth of assets already managed, CoinStats aims to empower users to manage their portfolios effectively on an easy-to-use platform. View your investments from one dashboard and take steps to improve your crypto investing picture. CoinStats is free, secure, and easy to use. Join the millions of satisfied users and start managing your crypto assets like a pro today.

Track 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.

Kryptos 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.

Make 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.

Accointing by Glassnode features a comprehensive array of tools designed to address critical needs, including: 1. Tax Reports, which encompass Custom Tax Reports, integration with tax software, and necessary forms such as Form 8949 and TurboTax, alongside optimization tools like the Trading Tax Optimizer for tax loss harvesting; 2. Portfolio Tracking, which offers insights into the market, customizable market lists, alerts, and sentiment analysis; and 3. Management, focusing on Portfolio Historical Performance and Asset Allocation. The platform prides itself on delivering the quickest and most user-friendly onboarding experience available, supporting over 300 major exchanges, NFTs, and wallets, and allowing data import on desktop, iOS, and Android devices, as well as the option to manually input transactions across all platforms. Featuring a visually appealing dashboard, the desktop platform ensures an engaging user interface that enables users to monitor their performance and transactions related to DeFi, CeFi, and NFTs in real-time, all while offering an exceptional user experience. By prioritizing the user journey, the tool facilitates effortless classification of trades and transactions, making it easier to track and manage overall performance efficiently. This seamless integration of features makes Accointing a valuable asset for crypto investors seeking comprehensive financial insights and management tools.

Cointelli understands the practical challenges that tax data organization can present to individuals. It makes tax reporting as simple and clear as possible. Cointelli's unique technology is an intelligent, all-in one crypto tax solution. It allows you to manage everything from one place, and save both time AND money. Cointelli was developed by Mark Kang, a certified CPA. It also offers accountants customized features that allow them to communicate with clients more effectively. Cointelli allows you to stop wasting your time and take the stress out tax calculations by providing a high level of accuracy at a fixed price. Cointelli uses unique technology for individuals, businesses, CPAs, and CPAs to plan their crypto tax savings. We are experts in helping you to reap the maximum crypto tax benefits.

CoinLedger (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.

CoinTracking 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.

CoinSwitch Kuber serves as a reliable and intuitive platform for users in India, enabling them to effortlessly purchase over 100 cryptocurrencies such as Bitcoin, Ethereum, and Ripple at competitive rates, while offering multiple payment methods. Users benefit from access to pooled liquidity from prominent Indian exchanges, allowing for quick trading after completing necessary KYC and AML processes. The CoinSwitch app stands out as a premier cryptocurrency trading solution by ensuring a smooth user experience through its straightforward interface. You can buy, sell, and trade more than 300 cryptocurrencies, including altcoins and tokens like Litecoin and others. Additionally, our platform provides a comprehensive list of supported cryptocurrencies, complete with their rankings, trading volume, market capitalization, and supply details over the past 24 hours. With real-time charts and pricing, we offer a centralized hub for cryptocurrency enthusiasts, and our dedicated team is available to assist you with transactions across all affiliated exchanges, ensuring a streamlined trading experience. This makes CoinSwitch Kuber not just a trading platform but a full-service cryptocurrency resource.

CryptoTax360 serves as a comprehensive solution for managing cryptocurrency taxes and tracking portfolios, offering users a complete view of their digital investments while quickly calculating capital gains and losses. It produces IRS-compliant documents, such as Form 8949 and Schedule D, in both PDF and Excel formats. The platform easily integrates through API connections, public addresses, or file uploads from various exchanges, wallets, DeFi services, margin accounts, and staking systems. Users can select from an array of tax-lot methods, including FIFO, LIFO, HIFO, LCFO, MFIFO, and STMAXLOSS, while also retaining the original cost basis during transfers to guarantee precise calculations of realized and unrealized gains. The user-friendly dashboard aggregates transactions from different wallets and exchanges, highlights any inconsistencies, assists with reconciling errors, and offers detailed profit and loss statements along with portfolio analyses. Furthermore, it adeptly handles complex transaction types while ensuring that transfers remain non-taxable as long as the cost basis is maintained accurately. This robust functionality makes it an indispensable tool for anyone navigating the complexities of crypto taxation.

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.

Coin Trade Ledger features a uniquely designed calculation engine tailored for the precise assessment of cryptocurrency profits and losses, ensuring exceptional detail and accuracy. This platform allows users to easily upload their transaction data and generate comprehensive profit and loss tax reports, providing insights into individual trading accounts, specific instruments, and the entire cryptocurrency portfolio. Data can be uploaded through file formats like CSV and Excel, or via API, where we facilitate direct connections to exchanges on your behalf. The system accommodates trades, deposits, and withdrawals, all of which are factored into the generated reports. Additionally, to maintain data integrity, users are restricted from importing duplicate data sets; if a potential duplicate is detected, we will notify you, allowing you to decide whether to retain or remove the record. Our extensive price archive offers minute-by-minute trade data for various assets and currencies, ensuring that every price lookup yields the highest level of accuracy available. By employing these features, Coin Trade Ledger empowers users with an unparalleled understanding of their cryptocurrency investments.

Crypto Backoffice serves as a specialized enterprise platform designed to assist businesses in navigating the complexities of cryptocurrency taxation, accounting, and compliance, effectively transforming unmanaged risks into valuable strategic advantages. This platform seamlessly combines automation for audit, tax, and accounting with sophisticated workflow and process management capabilities. With its robust monitoring for both DeFi and CeFi, users benefit from enhanced visibility into their activities through APIs and web socket connections, facilitating effortless data integration and sanitization from various exchanges and blockchain networks. Tailored for a diverse range of users including fund managers, investors, traders, auditors, and corporates, it offers integration with over 120 exchanges, 120 blockchains, and several DeFi aggregators. The platform provides various tax-lot closing methodologies, daily portfolio accounting and reconciliation, weekly deployment support, and comprehensive global technical assistance. In addition, it adeptly manages the intricate elements of cryptocurrency transactions, encompassing everything from airdrops and smart contracts to farming and staking, ensuring that users are well-equipped to handle the evolving landscape of cryptocurrency finance. Ultimately, Crypto Backoffice empowers businesses to optimize their cryptocurrency operations while minimizing risks associated with tax and regulatory compliance.

Navigate the complex world of digital assets with confidence using the most all-encompassing financial platform designed specifically for the crypto space. Lumina has earned the trust of top investment funds, corporations, and professionals seeking a solution that meets institutional standards. With Lumina, you can visualize and gain insights into your digital asset portfolio seamlessly. No matter if you possess BTC, ETH, or any other type of digital asset, Lumina is your ultimate source of reliable information. Experience the convenience of having your entire portfolio displayed in a single location. Monitor historical performance, current holdings, and your total cost basis effortlessly. Stay informed with the latest news and insights pertinent to your investments through both the web interface and the Lumina mobile application. Additionally, Lumina automatically reconciles all exchange transactions, including transfers among exchanges, wallets, and custody solutions. For trades executed offline or through OTC venues, Lumina simplifies the process by aggregating unresolved activities, making resolution straightforward. This ensures that you can focus on making informed decisions without the hassle of complicated reconciliations.

WalletLink serves as an open protocol that facilitates the connection between mobile crypto wallets and decentralized applications (DApps). This allows users to access your DApp through any web browser without the need for extension installations, ensuring that private keys are retained securely within mobile wallets to protect user assets. The platform employs end-to-end encryption through client-side generated keys, which safeguards user privacy during interactions. There's no necessity for server setups or extensive learning of new libraries, as integrating WalletLink is straightforward—simply include a few lines of code to initialize a web3 object, and WalletLink will handle everything else seamlessly. Being open-source and built with minimal dependencies, WalletLink prioritizes maximum security while avoiding unnecessary code bloat. This protocol is designed not only to enhance the DApp experience for users but also to streamline the development process for developers. Additionally, the WalletLink Mobile SDK will soon be released, allowing wallet developers to incorporate support for the WalletLink protocol, thus enabling users to connect effortlessly to WalletLink-enabled DApps across desktop browsers, thereby further expanding its accessibility and utility.