Koinly: Complete Guide – What It Is, How to Sign Up, Log In, and Use the Dashboard

Koinly Official Website

What is Koinly?

Koinly is a leading cryptocurrency tax and portfolio tracking platform designed for crypto investors, traders, and accountants. It automatically tracks transactions from exchanges, wallets, DeFi protocols, and NFTs, calculates gains and losses, and generates tax-ready reports for countries worldwide.

With Koinly, you can manage multiple wallets in one place, monitor portfolio performance, and stay compliant with tax regulations effortlessly.

Key Features:

  • Automatic import from exchanges and wallets via API or CSV.
  • Full support for DeFi, staking, mining, and NFT transactions.
  • Flexible tax calculation methods: FIFO, LIFO, HIFO.
  • Portfolio tracking with realized and unrealized gains.
  • Tax reports compatible with multiple countries.

How to Sign Up for Koinly

Creating a Koinly account is simple:

  1. Go to Koinly.io and click Sign Up.
  2. Enter your email and create a secure password.
  3. Verify your email through the link sent to your inbox.
  4. Optional: Sign up using Google or Apple accounts for faster access.

After signing up, you can immediately start adding wallets and exchanges to track your crypto portfolio.

How to Log In to Koinly

To access your account:

  1. Visit the Koinly login page.
  2. Enter your registered email and password.
  3. If enabled, input your two-factor authentication (2FA) code.
  4. Click Log In to access your Koinly dashboard.

How to Use the Koinly Dashboard

The Koinly dashboard (console) is your hub for managing crypto taxes and portfolios.

1. Add Wallets and Exchanges

  • Click Add Wallet/Exchange.
  • Choose your platform (e.g., Binance, Coinbase, MetaMask).
  • Connect via API or CSV file upload.
  • Koinly automatically imports your full transaction history.

2. Review Transactions

  • Navigate to the Transactions tab.
  • Check all trades, deposits, withdrawals, and staking rewards.
  • Manually add or edit missing transactions if necessary.

3. Track Portfolio Performance

  • The Portfolio section shows your current holdings, gains/losses, and asset allocation.
  • Compare realized vs. unrealized gains to monitor profitability.

4. Generate Tax Reports

  • Go to Tax Reports.
  • Select your country to ensure compliance.
  • Pick a tax calculation method: FIFO, LIFO, HIFO, or specific identification.
  • Export ready-to-file reports in PDF or CSV formats.

5. Advanced Features

  • DeFi & Staking: Track rewards and yield farming.
  • NFTs: Record purchases, sales, and profits for tax purposes.
  • Portfolio Insights: Analyze performance trends and asset allocation.

Tips for Efficient Koinly Use

  • Connect all wallets and exchanges for accurate tracking.
  • Regularly update transactions to maintain portfolio accuracy.
  • Use the Tax Preview to estimate potential liabilities.
  • Enable 2FA to secure your account.

Why Koinly is Ideal for Crypto Users

Koinly simplifies crypto tax reporting, reduces errors, and saves time. It’s perfect for:

  • Individual crypto traders and investors
  • Accountants managing clients’ crypto taxes
  • Users engaging in DeFi, staking, or NFT trading

With Koinly, staying compliant and managing a complex crypto portfolio becomes simple and stress-free.

Meta Description (SEO-ready):
Koinly helps crypto investors track wallets, exchanges, DeFi, and NFTs, generating accurate tax reports and portfolio insights easily.