CoinTracking Portfolio Tracking Integration

How to connect your Digital Surge account to CoinTracking Portfolio Tracker

Christian avatar
Written by Christian
Updated over a week ago

Crypto is on the rise and showing no signs of stopping. But keeping track of your trades, tax obligations and portfolio performance can be a challenge. Luckily, CoinTracking has provided Digital Surge users with a simple and easy-to-use platform that makes tax time and tracking your portfolio easier than ever before.

This simple guide will show you how you can import all your transactions from Digital Surge via CSV file into the CoinTracking platform. Adding this import will allow you to:

  1. Easily view how your portfolio is performing

  1. Get valuable insights on your trading activity

  1. Consolidate all your trades across multiple exchanges

  1. Optimise your crypto taxes, create a tax report & get personalised help from one of our tax advisor partners

Let’s go through how to import data via CSV from Digital Surge.

Step 1

First, head on over to the CoinTracking website. After you have made an account, simply select your preferred currency, and click add or import transactions now.

You will then be taken to a page where you either add your transactions manually or simply select Digital Surge from several exchanges

listed alphabetically.

Step 2

You will be taken to CoinTracking’s upload CSV file page. But first, you’ll need to download your Digital Surge transactions in the form of a CSV file.

Go to your Digital Surge Dashboard and select transaction history from the drop-down menu in the top right, or click this link to go straight there

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Hit export history in the top right, and then transaction history. Then enter a date range and select CSV file. If you want to download your entire history, simply leave the From and To boxes empty.

And Voila! You will have successfully downloaded your CSV file. You can then upload this CSV file to CoinTracking.

Step 3

After you have uploaded your CSV file, you can hit start import.

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You will see a page like this when your import has been successfully completed.

Step 4

And you’re done! By returning to your Dashboard you will now get a breakdown of your portfolio and all your crypto transactions through Digital Surge. Along with some handy graphs, you’ll now be able to see a number of insights on your trading activity and portfolio.

To view the full range of insights, reports and features now available to you through CoinTracking, hit the drop-down menu in the top right and explore your portfolio in a new and easy-to-understand way!

Crypto taxes made simple

Crypto taxes can be a nightmare, but not with CoinTracking. Another benefit of using CoinTracking is the simplicity with which it makes tax time. Not only can you optimise your taxes and create finalised tax reports in minutes, but you will also have full access to our tax advisor partners who can answer any questions you might have and even file your tax report on your behalf if you wish.

We hope this article has been helpful. Happy trading!

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