Feature requests (public)

Add the Canton (CC) Loop wallet

Problem: Current Dashboard page does not do its job. It looks like a vanila homepage of a CEX, with Graph, and Total Value, and assets' amount. We have those info with much more accuracy at our CEX already. I need to scroll through the list of HUNDRED of Wallets/Exchanges in order to verify that MY exchanges/wallets are connected (with a check marked),... Solution: Koinly's Dashboard supposes to present all RELEVANT info in one shot: Which EXCHANGES DID I get connected? How many WALLETS get connected. Which tax year I am working on. Which areas do I need to work on: Deposits/withdrawals/transfer/,... I enclosed my imaginary screenshot below.

Please add a dedicated Protocol Dashboard so users can review their activity one protocol at a time instead of sorting through everything in the complete transaction list. For users with active DeFi histories, protocol-level organization would make Koinly much easier to use. Many transactions only make sense when viewed in the context of the protocol where they occurred. The main dashboard could include: • A searchable list of recognized protocols • Filters by year, wallet, blockchain, and review status • An option to hide protocols with minimal activity • The total number of protocols detected • Total and unreviewed transaction counts • A clear indication of which protocols still require attention Each protocol could have its own page or summary showing: • Protocol name and blockchain • Relevant contract, program, or address • Total transactions • Unreviewed transactions • Timeline or yearly activity • Total income • Capital gain or loss • Fees paid • Wallets used with the protocol • Direct access to all related transactions The dashboard should also provide a protocol-specific review workflow so users can reconcile one protocol at a time . Unknown protocol interactions could appear in a separate section where users can review the associated addresses and help identify or label them. This would help users answer practical questions such as: • How much activity did I have with this protocol? • How many transactions still need review? • How much income did the protocol generate? • How much did I pay in fees? • What was my overall gain or loss? • Which transactions may belong together? A Protocol Dashboard would reduce manual work, provide valuable performance insights, and give users a much clearer way to reconcile complex DeFi activity.

I do transactions, swaps on a wallet then come to koinly for accounting..why not do it In one app? I suggest making koinly a wallet with swap and limited trade features.

I spoke to FIN and asked it if Koinly offered an “original capital vs performance” view somewhere, a way of seeing how much other money someone's initial money made or lost over a period or on a specific date. He told me there currently was no such feature and that I should suggest it here.

The Problem: Currently, Koinly does NOT [keep track/connect] the wallet-address together with the wallet-name. It created a time-consuming and confusing scenario for customers who have the need of multiple distinguishable wallets of the same brand; ie. 5 Meta Mask wallets, 7 OKX, 9 Trust,...) Customers can created wallets from the same brand, but have to edit the name and added some clues to make it distinguishable from other wallets. For users managing different portfolios or strategies, having a long list of identical icons makes it incredibly difficult to navigate, spot transaction errors, or distinguish between accounts at a glance. Furthermore, many users do not just have one wallet per brand. We manage multiple, distinct wallet addresses under the same brand for entirely different purposes. The Solution: Visible Wallet Addresses: Provide a clear way to display or keep track of the specific wallet address associated with each unique wallet name directly in the UI list. Custom Icons / Color Coding: Allow users to upload a custom image or assign different color identifiers to custom/duplicate wallets so they can be easily separated visually. This would massively improve the user experience for anyone running complex or multi-wallet setups, saving a lot of time during tax auditing.

Please make Korea (Republic of)'s special tax system compatible through automatic reflection or manual settings. For example, ACB if the exchange is within Korea; FIFO if the exchange is outside of Korea When an asset is transferred between an exchange within Korea and an exchange outside of Korea, it is considered that the asset was sold and bought again For assets purchased before December 31, 2026, the higher price is applied by comparing the actual purchase price with the price on December 31, 2026 Since taxes will be generated in Korea from 2027, many people will look for an automated tax system in early 2028, when they have to file tax returns in earnest, and if it has a customized function, it will help secure Korean users. Korea is a small country, but there are a lot of coin users (10M)

An MCP would be so useful for us to manage our transactions using AI, please make it happen.

Add a column for P&L amount to the Holdings dashboard.

Do not hide assets with a cost basis above zero (even if the current market value is zero).