Disclaimer: CoinEx does not provide tax or investment advice. According to the tax policies of your jurisdiction, you may be subject to tax when making crypto transactions. Tax policies for cryptocurrencies vary by jurisdiction, and CoinEx recommends that you clarify your personal tax information or consult your tax advisor before filing your tax return. It is your personal responsibility to choose the correct jurisdiction to file your tax returns.
Method 1: Export asset history manually
1. Visit CoinEx official website (https://www.coinex.com), log in to your account, and select [History] under [Assets] in the top-right corner.
2. On the [Spot] page of [History], click [Export Data] in the upper right corner to enter the page of data export of all accounts.
3. You can customize your export data by selecting the [Time Range], [Account Type], and [Asset Type] and exporting your asset history in one or all accounts.
4. After submitting the export application, it might take some time for data generation. After it is done, an email and an in-site message will be sent to you systematically.
5. After data generating, click [Download] and you’ll get a compressed file. After decompression, there will be 4 CSV files, corresponding to the data of Spot / Margin / Futures / Financial accounts. If any of the account data is not generated within the customized period, there will be no data in it.
Note:
- Each export contains a maximum of 50,000 strings of data. For users with large trading volumes, please arrange your time reasonably to avoid data loss during export.
- Each download link of exported data will be valid for 7 days. Please download it as soon as possible.
- Up to 6 times of data exports are available each natural month. If your data export is exceeded, please wait until the next natural month and export again.
Method 2: Export asset history automatically via CoinEx API
1. Visit CoinEx official website (https://www.coinex.com), log in to your account, and select [API Management] from the dropdown menu under the [Avatar] icon in the top-right corner.
2. Click [Create API].
3. Add API Remark, select Read mode, and pass security verification to create a read-only mode API for automatically importing data.
4. After the API is created successfully, you will get a unique API ID and key. You can copy these keys and integrate them later with a third-party tax provider.
5. Select the third-party tax tool you want to use. Take Koinly as an example below.
Visit Koinly's website and select your denomination currency and your country.
Please select the desired third-party tax tool based on your personal tax situation and the requirements of your jurisdiction or consult your personal tax advisor, who may charge you for their services.
Note: CoinEx does not recommend any specific third-party tax instruments, this article is for illustration purposes only.
6. Enter [Wallet], click [Add Wallet], and select [CoinEx].
7. Set your wallet name and click [Set Automatic Sync].
8. You will see a pop-up window (Setup CoinEx API). Enter the unique key you obtained from the CoinEx API, and click [Secure Import].
Note: Access ID = API Key, Secret Key = API Secret
9. Koinly will automatically download your transaction history through a read-only API and keep the data in sync.