Unified multi-exchange portfolio dashboard

Connect all your exchange accounts, wallets, and DeFi protocols through API or manual entry. The dashboard aggregates balances, transaction history, and real-time value in a single view. This eliminates the need to switch between platforms to understand your total exposure.

Business outcome: Saves hours weekly by consolidating all crypto holdings into one accurate, always-updated dashboard.

Automated tax report generation for multiple jurisdictions

Generate tax reports compliant with local regulations in over 35 countries. The tool calculates capital gains, income from staking, airdrops, and DeFi yields. Reports are formatted for direct submission or accountant review, reducing manual tax preparation effort.

Business outcome: Reduces tax filing errors and saves significant time during reporting season by automating complex calculations.

Automatic transaction import and categorization

Import transaction history from 300+ exchanges and wallets via API or CSV upload. The platform automatically categorizes transactions (buy, sell, transfer, swap, reward) and calculates cost basis using methods like FIFO, LIFO, or specific identification.

Business outcome: Eliminates manual data entry and ensures accurate cost basis tracking across all trading activity.

Performance analytics and profit/loss tracking

Visualize portfolio performance over time with charts showing realized and unrealized gains, asset allocation, and historical value. Filter by date range, asset, or exchange to analyze specific trading strategies or time periods.

Business outcome: Enables data-driven investment decisions by providing clear visibility into what is performing and what is not.

Real-time price sync and portfolio valuation

Portfolio values update in real-time using live market data from multiple price feeds. Users see the current value of their entire portfolio instantly, with support for fiat currency conversion (USD, EUR, GBP, and more).

Business outcome: Provides an accurate, up-to-the-minute view of total crypto exposure for timely decision-making.

Read-only API access with no withdrawal capability

All exchange connections use read-only API keys, meaning the platform can view balances and transactions but cannot initiate trades or withdrawals. Data is encrypted at rest and in transit, with optional two-factor authentication.

Business outcome: Maintains security best practices by ensuring the platform cannot move funds, only track them.

• Broad exchange and wallet supportWith 300+ integrations, HODL it! covers virtually every major exchange and wallet, including DeFi protocols.
• Comprehensive tax reportingGenerates tax reports compliant with 35+ countries, handling complex scenarios like staking, airdrops, and DeFi yields.
• Clean, intuitive interfaceThe dashboard is well-organized and easy to navigate, even for users with large, complex portfolios.
• Reliable data syncAPI connections are stable and sync quickly, ensuring portfolio values and transaction histories remain accurate.

• No trading executionHODL it! is a tracking and reporting tool only — users cannot execute trades or rebalance portfolios from within the platform.
• Free tier is limitedThe free plan caps at 100 transactions, which is insufficient for anyone with more than a few months of active trading.
• Advanced DeFi support can be inconsistentWhile many DeFi protocols are supported, some newer or less common protocols may require manual transaction entry.
• Professional RealityFor high-frequency traders or those managing large funds, the lack of direct trading integration and real-time alerts may require supplementing with dedicated trading tools.

Year-end tax preparation for active traders

An individual with hundreds of trades across Binance and Coinbase uses HODL it! to auto-import all transactions and generate a capital gains report in minutes, saving days of manual work.

Portfolio monitoring for long-term holders

A long-term investor with holdings in cold storage and a few exchanges uses the free plan to periodically check portfolio value and cost basis without logging into each platform separately.

Multi-client portfolio management for accountants

A tax professional uses the Premium plan to manage multiple client portfolios, generate compliant tax reports, and provide consolidated performance summaries to each client.

DeFi yield tracking for liquidity providers

A DeFi participant with positions in multiple liquidity pools and yield farms uses HODL it! to track rewards, calculate cost basis, and generate income reports for tax purposes.

Sign up for a free account at hodlitapp.com using your email address or Google account.

Connect your first exchange or wallet by generating a read-only API key on the exchange and pasting it into HODL it!.

Review the imported transaction history and verify that all trades, transfers, and rewards are categorized correctly.

Explore the dashboard to view your portfolio value, asset allocation, and generate your first tax report if needed.