Coinstats
Coinstats tracking limits and portfolio analytics
Coinstats combines wallet and exchange records in a crypto portfolio dashboard, with subscription limits governing connections, transaction capacity, and access to analytics. Automatic connections, CSV imports, and manual entries provide different ways to assemble holdings. The useful choice depends on the records available and the analysis required. A balance view needs less historical information than a reliable profit calculation. Plan capacity and integration coverage therefore need separate attention when choosing how to track a portfolio.
Updated onIn short: Connection capacity, transaction history, and analytics access determine whether a portfolio tracker can answer the questions behind a displayed balance.
Imported records determine what the dashboard can explain
Connected accounts supply balances and, where supported, transaction history. The dashboard combines those records with prices to display holdings and portfolio performance. A successful connection does not establish that every historical transaction arrived. Some integrations provide balances alone; others restrict the history or account categories that they expose.
That distinction changes what the figures mean. A holdings total answers what the tracker currently records. Profit and loss requires acquisition information as well. Asset allocation describes the distribution of recorded value, while performance calculations depend on the history behind that value. A larger subscription allowance cannot supply records that an integration never returns.
Connection prerequisites and visible coverage
Exchange account permissions
Automatic exchange tracking uses an application programming interface, or API, to retrieve account information. The supported connection requires the relevant reading permissions. An API secret, where required, authenticates the connection; it is different from a wallet recovery phrase. Trading and withdrawal permissions are unnecessary for read-only portfolio tracking.
Wallet addresses and supported networks
A public address can identify wallet activity for a supported network without supplying the private key that signs transactions. Coverage still depends on the connection and the activity involved. Ordinary token balances, decentralized finance positions, and non-fungible tokens may require different support. The presence of a wallet entry alone says little about the completeness of those categories.
Useful connection evidence includes the expected holdings and the transaction categories needed for analysis. If balances appear but trading history is empty, the connection can support a holdings view without supplying the records needed for profit calculations.
Plan capacity has separate boundaries
Portfolio count, stored transaction count, and daily synchronization allowance govern different activities. Account Limits shows the allowance associated with the account and its usage. These are subscription settings, so a remembered promotional allowance should not substitute for the account’s displayed capacity.
The free tier provides basic capacity. Premium expands tracking allowances and analytics access, while Degen provides greater capacity and additional features. Choosing between them requires matching the actual restriction to the intended task: more connections, more retained history, more synchronization requests, or access to a particular analysis.
Reaching the portfolio limit prevents the account from adding new portfolio connections. Reaching the transaction limit affects synchronization instead. During a grace period of a few days, existing balances and data remain viewable, but new transactions stop syncing. An unresolved transaction limit continues to block synchronization afterward.
Deleting records can reduce usage, and upgrading can increase capacity. Deleting genuine history also removes information that calculations need. Retaining a separate copy matters when reducing records for capacity reasons.
Refresh allowances and price movements measure different things
A price change can alter the displayed value of recorded holdings without importing any new account activity. Synchronization updates the underlying portfolio records. These processes answer different questions, which explains how a valuation can move while a recent transaction remains absent.
Automatic refresh and the Force Sync control provide routes for updating connected portfolios. Daily sync allowances constrain refresh requests separately from transaction capacity. Repeated refreshes cannot overcome a revoked credential, unsupported transaction category, or missing history at the provider.
Analytics separate allocation from investment performance
Holdings and allocation
Allocation views break down the recorded portfolio across assets and categories. Wallet Analyzer adds network distribution and activity analysis where supported. These views help identify concentration within the information that the tracker holds. They cannot account for an omitted wallet or an unsupported position.
Returns and trading history
Profit and loss compares value or sale proceeds with the relevant cost basis. Realized results concern sold holdings; unrealized results concern holdings that remain. All-time profit and loss combines realized and unrealized profit and loss. A rising balance alone does not establish an investment gain, because deposits can also increase that balance.
Fees and display scope
Analytics includes trading-fee and gas-spending views, performance charts, and a portfolio heatmap. Some sections require Premium or Degen access. Individual-portfolio and combined views answer different questions: one isolates a portfolio, while the other brings the selected holdings together. The portfolio value chart and heatmap are available only on the web. The portfolio chart excludes DeFi data, even when Include DeFi in Total adds DeFi assets to the total portfolio value.
Transfer settings and incomplete history change interpretation
The Calculate Transfers in P/L setting determines whether incoming and outgoing transfers enter profit calculations as buys and sells. When transfers are excluded, transferred holdings can remain visible without contributing to unrealized profit and loss. Changing the setting recalculates historical results, so a changed figure does not necessarily represent a new trade.
Missing history creates another limitation. Fill transactions reconcile a mismatch between imported transactions and the current balance when complete history is unavailable. They are synthetic records, and their assigned dates can distort historical charts. A chart containing a Fill entry therefore needs different scrutiny from one backed by the underlying acquisition records.
Tracking and analysis options serve different needs
The available options differ in both their required inputs and the questions they can answer. Automatic imports reduce repeated entry. Files and manual records provide alternatives when a direct connection cannot supply the necessary information.
| Option | Required input | Coverage boundary |
|---|---|---|
| Exchange API connection | Supported account and reading permissions | Available history and account categories vary by integration |
| Public-address wallet tracking | Address on a supported network | Only supported holdings and activity can appear |
| CSV import | Transaction file in an accepted format | Coverage follows the records included in the file |
| Manual portfolio | Transactions entered by the user | Completeness depends on the maintained records |
| Individual-portfolio analytics | One selected portfolio | Analysis covers that portfolio; some sections require paid access |
| Combined portfolio analytics | Selected combined holdings | Missing portfolios remain outside the analysis |
CSV and manual entry support portfolio tracking when automatic connections are unavailable. They require maintenance as activity continues. Choosing a different input method changes how records arrive; it does not remove the need for accurate transaction details.
Market monitoring and wallet actions have different permissions
Price alerts, transaction notifications, and coin information extend the dashboard beyond portfolio totals. Alerts communicate a condition or detected activity. They do not establish that a trade executed. Custom alerts and other advanced tools also have subscription requirements.
Read-only tracking and signing a wallet transaction carry different authority. An address supplied for observation does not itself authorize spending. A swap requires separate transaction authorization. The June 2024 security incident involved the Coinstats Wallet product; it should not be treated as evidence that every public-address tracking connection exposed a private key.
Export needs can determine the next subscription decision
Export provides a way to move recorded information into a separate analysis process. The export options distinguish transaction history from balances, and they are available through web and mobile interfaces. A balance export captures holdings information; transaction history serves a different purpose when reviewing acquisitions, disposals, and transfers.
Premium includes portfolio export, with Degen inheriting Premium features. If a plan limit blocks tracking, a higher allowance can resolve it. If transaction information is missing, consider a compatible import, maintained manual record, or separate accounting process.
Answers to common questions
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Can a previously used free trial be activated again?
- The free trial applies to the first activation. A previous trial can therefore make a later subscription immediately chargeable rather than starting another trial. Trial eligibility and the selected billing term are separate conditions. The payment confirmation should identify the subscription being purchased before it is accepted.
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Does Time Machine show saved snapshots for dates before Degen activation?
- Dates before Degen activation use reconstructed transaction history rather than the daily snapshots captured after activation. Missing transactions or incorrect integration data can affect that reconstruction. Time Machine requires Degen access, and the distinction between reconstructed history and saved snapshots matters when interpreting an older portfolio value.
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What does coin Insights measure?
- Coin Insights presents aggregated statistics about coins and portfolios tracked within the service. Its population is the tracked activity represented in those statistics, rather than every holder or transaction across the market. Those figures can provide context alongside coin information, but they should not be interpreted as a complete measurement of worldwide ownership or trading.
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Will deleting a transaction change historical profit figures?
- Deleting a transaction causes profit and loss calculations to run again using the remaining records. The change can affect realized, unrealized, all-time, and last-transaction results. Removing an inaccurate duplicate can correct the calculation, while removing a genuine acquisition can damage the remaining cost history. Deletion therefore has consequences beyond reducing the displayed transaction count.
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Are fees included in every profit and loss measure?
- Fees do not enter every profit and loss measure in the same way. The calculation rules include buy and sell fees in realized and all-time profit and loss. Unrealized profit and loss uses the remaining holdings’ cost basis without a separate fee inclusion. Comparing metrics therefore requires attention to both the holdings covered and the calculation selected.