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Building a Personal Financial Assistant for Cryptocurrency

Jon Lerner, Chandan Lodha

Apr 01, 2020 • 1 MIN READ

Last Updated: January 19, 2023

When we started working on CoinTracker in September 2017, we wanted to solve our own pain point of seamlessly tracking our cryptocurrency portfolios. We were crypto enthusiasts who were excited about the long term potential for Bitcoin and cryptocurrency to increase the economic stability, prosperity, and freedom of people. At the same time, it was clear to us as crypto users that the consumer services available were far too confusing and difficult to use. Even using just a few exchanges and wallets made it extremely tricky to track our portfolio without the added burden of entering every new transaction into a spreadsheet.

Thus, we set out to build a crypto portfolio manager that seamlessly and accurately tracked crypto assets in a personalized fashion across all exchanges, wallets, and blockchains. Five days later, we shipped the first version of CoinTracker.

Today our vision remains to build a financial assistant for cryptocurrency — having the ability to view your crypto investment performance over time, track a unified history of transactions, get notifications on all activity across your wallets, and calculate and optimize taxes. We believe we are still just scratching the surface of making cryptocurrency easy to use.

In order to continue building CoinTracker sustainably for years (or decades) to come, today we are introducing a simple freemium subscription for cryptocurrency portfolio tracking. If you only use CoinTracker for calculating taxes, everything you need will continue to function with the same tax plans as before.

The new portfolio pricing model will ensure that we keep pushing the boundaries of our portfolio tracking platform, and continue to build a trusted, secure platform that never sells your data.

The new portfolio subscription will start rolling out today. We would love to hear any feedback you have, and to keep serving you for years to come!


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