CSV upload
Upload transactions
Start with a CSV export from your exchange or portfolio tracker. Review import quality, normalized rows, simulation-only lot matching, and export packages without connecting accounts.
Important
Uploaded files are used only for simulation views in this MVP.
- No API keys required
- No exchange account access
- No auto-trading or execution
Placeholder selector for country-specific tax treatment simulation.
Tax rule preview
Placeholder rule metadata for simulation only. This is not tax advice.
- Country
- United States
- Default currency
- USD
- Holding period
- No placeholder period
- Calculation method
- Fifo Placeholder
- Notes
- Simulation-only FIFO placeholder using an illustrative savings rate. Not tax advice.
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
This MVP does not upload your CSV to a CoinTaxDelta server. Processing happens in your browser session. Only lightweight recent-upload summaries are stored in your browser's localStorage. Full uploaded files are not saved by this MVP.
Transaction CSV
CSV files are parsed locally in your browser for simulation only.
No CSV processed yet
Choose a tax country, keep Generic CSV selected, then upload a CSV to run the placeholder simulation.
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.
MVP access today
Scanning, review views, and exports are available during the MVP. Later, some advanced review or export options may become unlockable. Your current results stay available.
Beta supporter unlock
Unlock detailed review
One-time unlock preparation is available during this MVP phase. No account required. Simulation-only, not tax advice.
Mock validation only: use TEST-UNLOCK-VALID to preview an unlocked state or TEST-UNLOCK-REVOKED to preview a revoked message.
Your CSV and financial data stay in your browser. Validation sends only the license key and public provider identifiers.
Summary CSV and Diagnostics JSON remain available while detailed review unlock is prepared.