AI crypto portfolio tracking, powered by CoinTracker
Ask an AI assistant about your CoinTracker crypto portfolio, from balances and gains to taxable activity and DeFi positions, using live read-only data.Ask an AI assistant about your CoinTracker crypto portfolio, from balances and gains to taxable activity and DeFi positions, using live read-only data.
Everything your AI needs to understand your crypto portfolio
Ask Claude or ChatGPT in plain english
Ask questions about your portfolio without query syntax, exports, or dashboard digging.
For example: “Show me my biggest unrealized losses this month.”
Use latest synced CoinTracker data
ChatGPT and Claude can reference your connected CoinTracker data, including balances, holdings, transactions, gains and losses, and CoinTracker tax summaries.
Review portfolio and tax context
Get answers about asset allocation, cost basis, realized and unrealized gains, DeFi activity, and potential loss positions in a natural-language conversation.
Go from portfolio checking to portfolio asking
Instead of opening dashboards, exporting CSVs, or searching across wallets, ask direct questions about your connected CoinTracker portfolio.
Original scenario
Check portfolio value
Old way
Log in, navigate to your overview, and read the total.
CoinTracker MCP
“What is my total portfolio value right now?”
Original scenario
Find tax-loss harvest opportunities
Old way
Export transactions, calculate cost basis, and identify loss positions manually.
CoinTracker MCP
“Which positions have my largest unrealized losses?”
Original scenario
Review on-chain activity
Old way
Check each wallet or explorer separately.
CoinTracker MCP
Show my CoinTracker transactions from the last 30 days, including asset flows, on-chain transaction hashes, and block-explorer links.
Original scenario
Prepare for tax review
Old way
Export your transaction history and organize it before sharing with your tax professional
CoinTracker MCP
Summarize my 2025 capital gains and taxable income, including short- and long-term gains
How early access setup works
CoinTracker MCP crypto portfolio tracking setup is handled through the Early Access Notion Hub. The hub includes the latest connector links, platform-specific instructions, troubleshooting guidance, and feedback channels.
1. Confirm eligibility:
Early access is available to Prime, Ultra, and Full Service users.
2. Open the Early Access Notion Hub:
Use the hub to find the latest setup instructions for Claude or ChatGPT.
3. Connect your CoinTracker account:
Follow the platform-specific steps and authorize read-only access when prompted.
4. Start asking questions:
Try: "Show me my current holdings in CoinTracker."
5. Share feedback:
Use the feedback channel in the Notion hub to report setup issues, incorrect answers, or feature requests.
What can you ask CoinTracker to do for you?
Active trader
You trade frequently across wallets and exchanges, but it can be difficult to see which transactions actually drove your realized gains and losses.
"I know my portfolio moved, but I don’t know which trades had the biggest tax impact."
Ask Claude or ChatGPT:
"What were my largest realized gains and losses in 2025? Show the proceeds, cost basis, and short-term versus long-term gain for each."
DeFi user
You use on-chain apps across multiple wallets, but reviewing recent activity often means jumping between wallet histories and block explorers.
"I want one place to review what has been happening across my on-chain activity."
Ask Claude or ChatGPT:
"Show my CoinTracker transactions from the last 30 days, including asset flows, on-chain transaction hashes, and block-explorer links."
Tax time
You want a clear overview of your tax position before reviewing individual transactions or preparing reports.
"I need to understand my tax results before I start digging through every transaction."
Ask Claude or ChatGPT:
"Summarize my 2025 CoinTracker tax results, including my total capital gain or loss, short-term versus long-term gains, taxable income, and anything in my data that may need review
The security CoinTracker users expect
No private keys
CoinTracker does not ask for private keys. Exchange and wallet connections use read-only access where supported.
No transaction permissions
CoinTracker does not include tools to send, swap, stake, approve, or transfer crypto.
Permissioned access
You authorize access before your AI assistant can use CoinTracker data. You can review or revoke connected access from your CoinTracker settings.
Built for portfolio review
Use CoinTracker to review balances, holdings, gains and losses, taxable activity, and DeFi positions. It does not replace your own review, a tax professional, or a financial advisor.
FAQs
CoinTracker connects your portfolio to Claude and ChatGPT, so you can ask questions about your crypto: balances, holdings, gains, taxable activity, and DeFi positions, directly in conversation.