CoinTracking vs Xplan

CoinTracking combines cryptocurrency portfolio tracking, analysis, and tax reporting. Its country-specific reports cover more than 100 countries, including IRS Form 8949, HMRC, and ATO reports. It supports imports from more than 400 exchanges, wallets, and blockchains through API, CSV, or blockchain addresses; its engine detects DeFi swaps, staking rewards, NFT trades, and margin positions. Portfolio tools include more than 25 customizable reports, interactive charts, and profit-and-loss reports. Additional listed tools include AI Tax Saver, a CSV File Converter, and Source of Funds, with availability varying by plan and country. Android and iOS apps sync with an existing account. The free plan provides portfolio view only, while Starter is $49 a year and includes 200 transactions. A seven-day trial with unlimited imports is listed for the Free plan. CoinTracking says user data is stored in Germany, encrypted at rest and in transit, and handled under GDPR compliance. Its exchange connections use read-only API keys that cannot trade or withdraw funds.

Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. It supports work from client discovery and onboarding through advice implementation and ongoing reviews, with workflows, templates and automation. Modelling tools present strategies and products in charts, comparisons and visualisations; Xplan Portfolio supports building, reviewing and maintaining investment portfolios. Client data and documents sit alongside dashboards, workflow management and reporting. Compliance features include regulatory updates, compliance workflows and an audit trail of changes to client files and recorded activity. Xplan is modular and configurable, with options from essential tools to enterprise packages. It supports retail, face-to-face, online and telephone advice, and connects to third-party applications through standard or custom integrations; standard integrations rely on client permission. The hosted, web-based platform has an open API, and XplanTouch provides access on iOS and Android devices. Pricing depends on selected packages and modules and is available from Iress on request.