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Changes to the Free Plan (Effective July 7, 2025)

TL;DR: Starting July 7, 2025, the Free Plan will offer improved import functionality, including Exchange API imports—previously unavailable to free users. While tax report access is now reserved for premium tiers, the Free Plan still includes powerful portfolio tracking tools for up to 200 transactions. All users receive a 7-day Free Trial with unlimited imports. For continued tax report access and backups, the new Starter Plan is available starting at €39 / $49 per year.


What is happening to the Free Plan?

The Free Plan is being restructured to better highlight upgrade benefits and offer improved import functionality. A major enhancement is that Exchange API imports are now available to Free Plan users for the first time.

After changes take effect, the Free Plan includes:

  • Up to 200 total transactions (lifetime, not annual)

  • Manual, CSV, Blockchain, and now Exchange API imports

  • No access to daily sync or backups

This change makes it easier than ever to track your portfolio on the Free Plan. However, to access tax reporting, users will need to upgrade.


What is included in the 7-day Free Trial?

All new signups and returning free users will get a 7-day Free Trial:

  • Unlimited imports (CSV, Blockchain, Exchange API)

  • Explore the full import suite before committing to a plan

  • Tax report access remains exclusive to paid plans

The trial begins upon account creation or when a free user actively uses their account again (e.g., logs in).


How are transaction limits enforced?

After your Free Trial ends, if you exceed the 200 transaction limit, you won’t be able to:

  • Add new transactions

  • Generate tax reports

  • Continue normal use unless you delete or summarize old trades

The interface will show a banner and disable the tax report button when this limit is exceeded.


What is the Starter Plan?

The Starter Plan is a new entry-level subscription that unlocks essential features for users needing more than the Free Plan offers. It includes:

  • Up to 200 transactions (including taxable ones)

  • Tax report access

  • Backup availability

  • CSV, Blockchain, and Exchange API imports

This plan is ideal for those who want tax reporting without moving to the higher Expert or Unlimited tiers.

Price: €39 / $49 per year
Launch Offer: 50% discount available until July 18, 2025


Summary

  • Free Plan now includes Exchange API imports for the first time

  • Transaction limit remains at 200, lifetime

  • Tax report access has moved to the Starter Plan and above

  • 7-day Free Trial offers expanded import options to test the platform

  • A great starting point for tracking your crypto portfolio with room to grow

For continued access to advanced features like tax reporting and backups, consider upgrading before hitting the free limit.

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