cartera.io

Clarify your portfolio and
file taxes with simplicity

Cartera offers clarity andsimplicity without compromising performance

Cartera’s scalable data engine automatically parses, classifies, and prices all transaction data critical to calculate your tax obligations each year. Cartera seamlessly flags and isolates any transactions that require your review, saving you countless hours during tax season.

30 BILLION+Processed over 30 billion transactions for Cartera customers

$3 MILLION+Evaluated over $3 million in USD Taxes in 2024

10,000+Parsed over wallets / cex accounts to compute P&L

Don’t overcomplicate, let Cartera do the work for you

Taxes & AccountingTaxes & Accounting

Crypto taxes, made easy and accurate. Submit your wallets, and we'll handle the parsing and labeling, flagging anything for your review. With broad blockchain and token support, gain clarity in your tax workflow.

Need an accountant? Connect yours or let us help you find one.

Taxes & Accounting Screenshot
Transaction ExplorerTransaction Explorer

Forget saving countless blockchain explorer links! Cartera's Transaction Explorer instantly summarizes your transaction events. Analyze any transaction from supported blockchains directly within Cartera, complete with pricing and classification data.

Your search history is saved, making tax reconciliation and portfolio management a breeze.

Transaction Explorer Screenshot
Wallet PortfolioWallet Portfolio

Can’t evaluate the value of your entire portfolio? Cartera provides portfolio analysis tooling for wallets and centralized exchanges. Take a closer look at your DeFi net worth with confidence and simplicity, take a look at all your assets together.

Wallet Portfolio Screenshot
Token BalanceToken Balance

Not sure where your P&L and value is? Use Cartera’s Token Balancer to gain clarity on your assets. Balance and reconcile your accounts seamlessly.

Token Balance Screenshot

Our Partners

Cartera’s secure platform is the trusted choice of prominent financial and accounting firms. These partnerships underscore our platform's reliability and accuracy, empowering their clients and all users to navigate the complexities of digital asset taxation with confidence.

C-BizMarcum

Our Team

Drawing on combined experience across finance, technology and crypto businesses, our team of innovators is applying its expertise to cryptocurrency taxation, developing user friendly tools to simplify user experiences and minimize stress during tax season.

OaktreeGoogle CloudFraxONDOWorkday
ZipRecruiterPJTabraVanguard
NeevaWhartonUniversity of Illinois

What others are saying about cartera.io

Cartera FAQ

FAQ

Can I try Cartera for free?

Of course! Cartera will process transactions in all wallets and accounts once they’re synced to our platform. You can view your first 50 transactions for free, and can download your full tax report by signing up for one of our Cartera Accounting Packages.

How does Cartera count transactions?

You only need to pay for transactions you actually do. Cartera’s advanced spam filtering automatically removes phishing and dusting transactions from your aggregate transaction count. Our algorithmic classification and parsing handles the hard part of crypto taxes for you.

Do I have to pay for transactions every year?

Nope! The first year you buy a Cartera Accounting Package will catch you up to the current tax reporting year. In following years, you only need to pay for the increase in transactions from the previous year.

What if I have very unique / custom transactions?

Cartera was built to handle even the most complex transaction histories with automated coverage for nearly every protocol. As long as Cartera is able to view underlying transaction data, we can analyze and classify transactions no matter how complex.

Can I generate additional reports if I change transactions?

You can download an unlimited number of reports through any Cartera Accounting Package each year. Cartera keeps track of your last downloads so you can make sure you’re always up to date.

What if I accidentally buy the wrong plan?

Not to worry! If you need to upgrade to a higher tier, you only pay for the difference from your current plan. We also offer full refunds for up to 7 days after purchasing a Cartera Accounting Package, and Cartera’s support team is ready to assist you every step of the way.

Cartera CARTERA

Clarify your portfolio and
file taxes with simplicity.

© Cartera Financial, Inc.