Manage, track, and optimize your crypto assets with a customizable portfolio manager. Get instant tax reports and insights for BtoC users.
A customizable dashboard to track, manage, and optimize your holdings in real time.
Automate your crypto tax reporting for peace of mind during tax season.
Support for all major wallets and exchanges.
Generate reports without exposing your data to third parties.
Track only what matters to you.
Stay ahead with instant updates and insights.
Save time and money on accountants.
Verifiable records for trust and compliance.
Folio is built so an active multi-chain investor can go from "scattered transactions" to "filing-ready capital gains report" in under fifteen minutes — no spreadsheets, no exporting CSVs from each exchange. Here's the actual flow.
Add EVM wallets (MetaMask, Ledger, Trezor, WalletConnect) by address — Folio uses read-only access and never asks for private keys. Connect centralized exchanges via API key (Coinbase, Binance, Kraken). Folio pulls the full transaction history automatically.
Trades, swaps, transfers, gas, staking rewards, airdrops, NFT mints, DeFi liquidity events, bridges — Folio categorizes each one using on-chain context plus a 14M+ address label database (powered by Arkham Intelligence integration). You can override any classification before it lands in your tax basis.
FIFO, LIFO, or HIFO. Then pick a country — IRS Form 8949 (US), HMRC Self-Assessment (UK), DGFiP (France), Bundeszentralamt (Germany), ATO (Australia), CRA (Canada). Folio applies the right matching rules; LIFO is automatically disabled where it's disallowed.
Each disposal is shown with the matched acquisition, holding period, gas allocation, and realized gain or loss in fiat. You see exactly which transactions roll up into each line on the tax form before you sign anything.
PDF tax pack, CSV, or filing-software-ready format. Hand it to your accountant or upload it to TurboTax, FreeTaxUSA, or your local equivalent. The audit trail (transaction hashes, exchange API receipts, cost-basis math) is included in case anyone asks.
Folio's integration matrix is built for active multi-chain investors, not just spot traders. The point is to consolidate the entire portfolio — including the parts spreadsheets and other trackers consistently miss.
34+ chains supported with full transaction parsing, gas accounting, and bridge tracking.
Read-only signature-based connections — no private keys ever leave your device.
API-key sync (read-only), with persistent background reconciliation.
First-class accounting for liquidity, staking, lending, and bridge events.
Country-specific report templates with the right cost-basis rules per jurisdiction.
Scenario You hold positions across Aave, Curve, Pendle, and three liquidity pools, plus you swap regularly through Uniswap and bridge between Arbitrum, Base, and Solana.
Outcome Folio reconstructs cost basis through every swap, attributes gas correctly, and treats yield income as ordinary at fair-market value on receipt — so when tax season hits, the realized-gains number is already there.
Scenario You mint, trade, and earn royalties on collections across Ethereum and Solana, plus you sometimes pay for things in NFTs.
Outcome Folio tracks per-token cost basis, recognizes royalty income as earned (not when received), and produces a full collection-by-collection PnL so you can see which series actually paid off.
Scenario You hold BTC and ETH long-term, stake some of it, and sometimes get paid in stablecoins for freelance work.
Outcome Folio separates capital-asset disposals from ordinary income, applies long-term holding period rules correctly per jurisdiction, and gives you a clean fiscal-year tax pack you can hand to an accountant.
Wag3s Folio is free for every user during the Alpha phase, which runs through 2025. No card required, no cap on transactions, no cap on connected wallets. Paid plans will be introduced after Alpha ends, with notice and a grace period for Alpha users.
See full pricingKoinly is a strong fit for high-volume tax-only filings on a fixed yearly fee. Wag3s Folio is built for active multi-chain investors who also want a live portfolio dashboard, DeFi position tracking, and free-during-Alpha access. We wrote a head-to-head guide that maps each tool to the user it actually fits.
Read the full Wag3s vs Koinly comparisonConnect your wallets and start tracking your portfolio and taxes.
