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Import and Track your BitFinex Portfolio – Taxes and Reporting

Welcome to ACCOINTING.com’s guide to importing and tracking your crypto transactions from BitFinex. In this step-by-step guide, you will learn how to add your BitFinex to ACCOINTING.com via CSV file. Note that this Exchange/wallet doesn’t have API connection support, so you will have to import your data manually.

How to connect BitFinex to ACCOINTING.com via CSV?

  1. First, Log in into your Bitfinex Account. Then, Navigate to: Account -> Reports (https://www.bitfinex.com/reports)
  1. After this,  click on: Trading -> Trades -> export, and select your time period. 
  1. Make sure it is in the DDMMYY Format.”
  1. Following this, click on: Movements -> select your time period and export your deposits and withdrawals.
  1. Finally, you’ll receive the files via email, upload them to ACCOINTING.com.

How to track your BitFinex Portfolio?

1.    After importing all your transactions from BitFinex, go to your Overview Page so you’ll get a summary of your entire portfolio.
2.    Analyse your BitFinex historical performance by selecting your preferred time period, as well as getting a look at total profits or losses.
3.    Click on the different crypto assets to review your buy and sell dates. You can also select multiple assets at once to compare their performance during the same timeframe.

Overview of Portfolio’s Tokens Allocation

It’s important to understand your BitFinex portfolio allocation and spread (Wallets and Exchanges) as well as get a breakdown of the location each of your assets per wallet or per exchange. You can go over each of them individually, or select several wallets and exchanges at once.

Need more Intel?

Remember that ACCOINTING.com allows you to generate a file to import and track your BitFinex crypto report to different tax platforms depending on your country’s jurisdiction (US: TurboTax, TaxAct and Credit Karma & DE: Smart Steuer). If you have any questions regarding your BitFinex transactions and classifications, make sure you reach out at support@accointing.com or join our community board.

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