CoinTracker Web Tax Lot Overlay

WHAT IT DOES

This tool enhances CoinTracker's tax lot view by adding a compact overlay panel that displays detailed information for each tax lot. It extracts asset symbol, quantity, cost basis, acquisition date, current value, and unrealized gain or loss directly from the page. The panel shows each lot with its P&L color-coded green for gains and red for losses, and displays a status badge indicating whether the position is long-term or short-term based on your custom holding period threshold. Summary statistics include total unrealized gain/loss, total current value, average cost basis, and average gain per lot. A badge at the top shows total lot count and long/short distribution.

WHERE IT RUNS

The script activates on CoinTracker pages (cointracker.com), including tax lot views, portfolio positions, and holding details. It automatically detects tax lot data using multiple selector strategies that work across different CoinTracker interfaces and layouts. The panel appears as a draggable overlay that stays accessible as you navigate through your tax lot data.

HOW TO USE

Navigate to your CoinTracker tax lot page. The panel will appear showing all detected lots with asset, quantity, cost basis, current value, gain/loss, and long/short status. Use the "Sort" dropdown to order lots by acquisition date, gain amount, or asset name. Set your long-term holding threshold in days (default 365) — lots held longer than this display as "Long" while shorter positions show as "Short". Toggle "Hide zero" to filter out lots with zero or near-zero gain/loss. The "Scan" button manually refreshes the data, and "Export" copies the entire tax lot dataset as JSON to your clipboard for external analysis.

THE TECHNICAL MECHANISM

The script employs a multi-layered DOM extraction strategy specifically designed for cryptocurrency tax lot data. It first attempts modern CSS selectors targeting known CoinTracker class names like .tax-lot, .taxlot, and .lot-row, then falls back to table-based parsing when structured selectors fail. Asset extraction uses regex to capture 2-6 letter cryptocurrency symbols while filtering out fiat currencies and stablecoins. Quantity extraction handles decimal values with up to 4 decimal places. Cost basis and current value are extracted from labeled patterns and parsed with currency symbol detection. The gain/loss value is either extracted directly from a "Gain/Loss" field or calculated as current value minus cost basis. Acquisition date parsing supports multiple date formats including MM/DD/YYYY and DD/MM/YYYY. The long/short status calculation uses the user-defined threshold (default 365 days) compared against the current date. Sorting is performed client-side on the extracted dataset using JavaScript's sort method with configurable comparators.

THE PANEL

The panel is fully draggable by its header and remembers its position on the page across sessions. It can be collapsed to a small bubble using the minimize button, then restored by clicking the bubble. The panel resizes automatically to fit its content and can be closed with the Escape key or by clicking the close button. The panel's position and state persist globally, so it returns to the same location on subsequent visits.

PLEASE NOTE

Requires the free BotGentz extension to run. CoinTracker may update its site structure, which could affect the script's ability to detect tax lot data — updates will be released as needed. All tax lot data is read from the page and displayed locally; nothing is transmitted externally. This tool is for informational purposes only and does not provide tax advice. Always verify tax lot data against your official CoinTracker records and consult a tax professional for filing decisions. The script does not modify your CoinTracker data or account in any way.