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About CoinTracker
CoinTracker is a crypto portfolio tracking and tax calculation tool for individual investors. It supports 500+ exchanges/wallets and 50,000+ DeFi contracts, generates IRS forms such as 8949 and Schedule D, and integrates with TurboTax and H&R Block. It also powers the US Tax Centers of Coinbase and Kraken.
Its core narrative revolves around the "cost basis problem": users hold assets across multiple platforms, and transfers between wallets or exchanges can lead to missing cost basis. If reported as zero cost, gains are overstated and users overpay tax. CoinTracker reduces such misreporting by aggregating cross-platform transaction history, matching transfers, and correcting cost basis. It also offers real-time portfolio monitoring, gain/loss previews, and 1099-DA reconciliation.
Recent developments over the past six months: In March, it published the 2026 Crypto Tax Readiness Report with Coinbase, noting that about 61% of investors were unaware of new IRS reporting rules. In April, it added Kalshi settled-market sync, plus BitBuy CSV import and French language support for Canada. In July, it launched Nino, a "family office for the rest of us" that combines financial planning, accounting, and AI, expanding from crypto tax into broader personal finance.
CoinTracker was founded in 2017 by Jon and Chandan, born from their personal need to track crypto assets, and launched an MVP in September of that year. In 2018, it joined Y Combinator and completed a $1.5M seed round, beginning its productized growth. In 2024, CoinTracker Enterprise was launched for businesses and institutions, offering SOC 1 and SOC 2 Type II compliance, deep integrations with 500+ wallets and exchanges, and DeFi classification across 50,000+ smart contracts—marking a leap from personal tool to institutional-grade platform. That same year, it deepened its integration with Coinbase as the preferred tax partner, supporting IRS Form 1099-DA to help users reconcile and file automatically, advancing standardized crypto tax compliance. These milestones illustrate CoinTracker's evolution from a personal project to industry infrastructure, with long-term significance in lowering crypto tax barriers and fostering mainstream adoption.
Key nodes: 2017 founding and MVP; 2018 Y Combinator and seed funding; 2024 Enterprise launch; 2024 Coinbase 1099-DA integration.
Major progress (Mar 5 – Sep 5, 2026):
Deepened Coinbase partnership, supporting the full 1099-DA lifecycle including cost-basis reconciliation and accurate filing for millions of users.
Released the 2026 Crypto Tax Readiness Report, surveying 3,000 US crypto users and highlighting the gap between compliance intent and understanding.
Launched Nino, a financial planning service by the CoinTracker team, integrating crypto portfolio data into net worth, tax projections, and long-term plans.
Future focus and roadmap:
Continue to prioritize crypto tax compliance, especially the 1099-DA era, while expanding reconciliation and filing capabilities.
Grow Nino as a separate product, connecting taxes, equity, investments, cash, and real estate with a dedicated CFP/CPA team for year-round planning.
Leverage AI-assisted tax workflows to help users bridge knowledge gaps, as indicated by the 2026 report's findings on AI adoption.
Co-founder & CEO Jon Lerner: Born in Russia, raised in Israel and Canada, holds a BASc in Computer Engineering from the University of Waterloo. Former software engineer at Google, contributing to Android Calendar and other projects. Co-founded TextNow in 2009. Co-founded CoinTracker with Chandan Lodha in 2017, and joined Y Combinator in 2018. He is also co-founder & CEO of fintech company Nino.
Co-founder Chandan Lodha: Co-founded CoinTracker with Jon Lerner. No reliable public information on his specific role or detailed background.
CoinTracker co-founder Chandan Lodha departed in July 2026, ending his tenure that began in July 2017. He has since joined Neuralink as Head of Special Projects. According to his LinkedIn, he remains on CoinTracker's board and retains his investment. This departure is the most significant recent team change at CoinTracker.