Taxation and Portfolio
Tracker Add-on
One stop solution to let your cryptocurrency exchange customers track all their crypto portfolio easily. This add-on can be added to any exchange script!
Cryptocurrency portfolio tracker for crypto exchange software
API Layer
Powering behind the scenes is a Robust data rich API layer that can be customized to your needs.
Exchange Agnostic
You get 100% source code. This Add-on works with any cryptocurrency exchange script you have with minimal configuration and connect with other exchanges.
Single Point Dashboard ™
Our slick new UI that is designed with data-rich interfaces in mind. It's all about making complex data presentable in a simple and understandable format.
Admin Panel
Easily manage all the key aspects of the platform using the platform's admin panel.

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Cryptocurrency Taxation and Portfolio tracker add-on Details

Version 1.2
Date Created 12/11/2018
Last Updated 20/12/2018
Php Version 7
MySQL Version 8
Compatible with Any Exchange script
HTML Version 5
Bootstrap Version 4.0.0.alpha2
Layout Fixed, Fluid, Responsive
Compitability All Major Browsers
portfolio tracker add-on for cryptocurrency exchange script portfolio tracker add-on for cryptocurrency exchange script portfolio tracker add-on for cryptocurrency exchange script


What is a cryptocurrency Taxation and Portfolio Tracker add-on?

A cryptocurrency Taxation and Portfolio tracker module allows anyone holding account in any exchange track their investments made by them over a period of time. The Portfolio tracker calculates the exact price at the time of purchase and calculates whether the value of the crypto asset they are holding has performed or not. The taxation functionality of the module assesses the tax they would have to pay based on the country of their origin. The add-on can work as a standalone product as well, it can be configured to work with any exchanges and supports multiple exchange.

How does the Taxation and portfolio Tracker work?

Note: The Taxation and portfolio tracker module by default works with exchanges built with the BitExchange platform. But with a bit of configuration, the module can work with any cryptocurrency exchange like Binance, CEX, etc or third party cryptocurrency exchange script that you may have purchased from others.

Here's how the Taxation portfolio tracker works, the user signs up for on your portfolio tracker platform, goes to the "User Exchange" section where they can choose from a list of exchanges (that you have configured in the backend) and then enter the API key, Secret Key and email address of their account on the exchange. (These details are commonly available under their account section on most exchanges). They can repeat the steps above to add more accounts to track.

Once they data is retrieved from the respective accounts, it then displays on the dashboard of the Tax & portfolio tracker. Users can view their Net Worth, Their Total investment made across all the exchanges they have configured, Profit & Loss for each Cryptocurrency they have invested, Generate Profit and Loss among other data.

Why is it important to have this Cryptocurrency Taxation and portfolio tracker add-on?

Your typical users would hold cryptocurrencies across different exchanges and it would be hard to keep track of all of it. Providing them with the option of having a portfolio tracker can help them keep track of their cryptocurrency assets all in one place. This is a value added service that would prove to be thoughtful for your users. Also, having a portfolio tracker encourages more users to sign up on your exchange.

What are some of the upcoming features for the cryptocurrency taxation and portfolio tracker add-on?

We're constantly adding new features and improving the user experience as well as the admin experience of the add-on. The next set of features we are working on are bringing in the capability where users can track their dividend payments that they would've got from security Token companies, tracking of Asset tokens from Asset based exchanges.

Keep track of all Crypto investments and Taxations all in one place.
Profit and loss feature
The profit and loss feature of the cryptocurrency taxation and portfolio tracks date wise profits and loss that your assets have made over a period of time.
Installation manual
This STO script is well documented and supported, you're never going to be stuck.This Crypto taxation and portfolio tracker add-on is well documented and supported, you're never going to be stuck.
100% Source Code
You get 100% un-encrypted source code, to customise at your will. Add/ Edit any feature easily.
Easy to Setup
Easily setup the standalone crypto taxation and portfolio tracker and add more exchanges on the platform.
Cryptocurrency portfolio tracker for crypto exchange software
Do what you can, where you are, with what you have.
Give your users this powerful tool to track their crypto investments and taxes, to help them plan their investments better in the future.
portfolio tracker add-on for cryptocurrency exchange script
Quick Connect
Using the API layer, any exchange can be connected to this cryptocurrency taxation and portfolio tracker add-on.
Developed by BitExchange
Supported Browsers
portfolio tracker add-on for cryptocurrency exchange script
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Frequently Asked Questions about this Template
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