Bring in exchange history
Crypto tracking starts with a complete record of exchange activity. You can import supported CSV exports, and where a connection is available you can link an exchange for account data. During beta, imports remain an important fallback because they give you control over the exact date range and records being added.
For each exchange, export enough history to cover deposits, withdrawals, trades, fees and swaps. If you moved assets between platforms, keep records from both sides so you can distinguish transfers between your own wallets from disposals or acquisitions.
Every swap needs tax treatment
In Australia, crypto-to-crypto swaps are generally CGT events even when no Australian dollars arrive in your bank account. OpenFolio treats disposals as taxable events and uses AUD values to support portfolio and tax reporting. Fees and transaction timing matter because they can affect proceeds, cost base and parcel matching.
High-volume crypto accounts are more sensitive to missing data than simple share portfolios. A missing acquisition can make a later disposal look unmatched, and a missing AUD value can weaken the tax record. Review parsed previews carefully before confirming an import.
Use AUD reporting consistently
OpenFolio consolidates crypto into an AUD portfolio view so shares, ETFs, crypto, dividends and realised gains can be reviewed together. Use the crypto area for holdings and transaction history, then use the tax area to review realised gains, losses and method comparisons before year end.