CSV upload

Upload transactions

Start with a CSV export from your exchange or portfolio tracker. Review import quality, normalized rows, tax-preview lot matching, and export packages without connecting accounts.

Important

Uploaded files are processed in your browser for tax preview and export views.

No API keys required
No exchange account access
No auto-trading or execution

Tax country

Tax-preview selector for country-specific treatment estimates.

Tax rule preview

Simplified tax-rule metadata for tax preview. This is not tax advice.

Country: United States
Default currency: USD
Holding period: No holding-period estimate
Calculation method: FIFO estimate
Notes: Calculation preview FIFO estimate using an illustrative rate. Not tax advice.

Exchange CSV format

Generic CSV remains recommended. Exchange presets are foundation-level examples for simple spot trade-like BUY/SELL rows.

Generic CSV format

Use Generic CSV as the recommended fallback. Foundation-level exchange presets are also available for clean BUY/SELL examples.

Required columns

timestamp, type, asset, quantity, price

Optional columns

feeAmount, feeAsset, currency

Local-first processing

CoinTaxDelta does not upload your CSV to a CoinTaxDelta server. Uploaded files are processed locally in your browser for tax preview and export views. Only lightweight recent-upload summaries are stored in your browser's localStorage. Full uploaded files are not saved by CoinTaxDelta.

Transaction CSV

CSV files are parsed locally in your browser for tax preview and exports.

Choose a CSV fileNo file is uploaded to a server.

No CSV processed yet

Choose a tax country, keep Generic CSV selected, then upload a CSV to run the tax preview.

After processing, you can download the full JSON result or a compact CSV summary.

What should I export?

Summary CSV: easiest overview.

Lot CSV: detailed matching.

JSON: structured record.

Diagnostics JSON: import troubleshooting.

Access today

Summary CSV and Diagnostics JSON are included for everyone. Detailed review and advanced exports are available with supporter access. Your current results stay available.

Supporter access

Unlock detailed review

Access locked

Enter your supporter unlock code to enable detailed review and advanced exports. One-time unlock, no account required. Your data stays in your browser.

Use the unlock code from your receipt to activate supporter access on this device.

Get supporter access

Your CSV and financial data stay in your browser. Unlock checks never include transaction data.

Summary CSV and Diagnostics JSON are included for everyone. Detailed review and advanced exports are available with supporter access.