In short
StackViewer connects to Coinbase through SnapTrade using read-only OAuth. It imports your spot crypto positions, your full buy/sell history and your fiat and stablecoin cash balances, then merges them with your equity brokers into one portfolio. From there it analyses the decisions behind the numbers — entry and exit timing, conviction versus outcome, and the patterns in how you trade crypto. Connecting Coinbase is free, and because crypto and equities behave very differently, StackViewer is careful about how it blends the two into a single return figure.
What syncs from Coinbase
Positions
Every spot crypto holding in your Coinbase account — BTC, ETH, stablecoins, and the long tail of altcoins — with quantity and current market value. Fractional amounts down to the satoshi are preserved, because crypto quantities are rarely round numbers.
Trade history
Your buys, sells and crypto-to-crypto conversions, each with the executed price, quantity, timestamp and Coinbase fee. Conversions (for example swapping ETH straight into SOL) are recorded as a paired sell-and-buy so the cost basis of the new asset is captured correctly.
Cash & balances
Your fiat balance (USD, EUR, GBP, etc.) and any stablecoin balances such as USDC held as dry powder. These count toward your cash allocation rather than your crypto exposure.
Dividends
Coinbase does not pay dividends. Where you earn staking rewards or USDC rewards, these arrive as incoming transactions and are treated as income events, not as equity-style dividends.
What does not come across: on-chain transfers to or from external self-custody wallets (StackViewer sees the balance leave or arrive, but cannot reconstruct the off-Coinbase cost basis); Coinbase Advanced perpetual futures and other derivatives; NFTs held in the Coinbase Wallet; and any historical trades that predate the account's exportable window. Staking reward schedules and unrealised on-chain yield are also outside scope.
Sync runs three times a day and position values refresh about every 30 minutes. StackViewer is not a real-time tool and is not built for day trading — and crypto, which trades 24/7 and can move several percent in an hour, is exactly the market where that limit matters most. If you scalp intraday, this is the wrong tool; if you hold positions over months, the 30-minute cadence is more than enough.
What Coinbase's own reporting doesn't show you
Coinbase's app is excellent at telling you what a coin is worth right now and roughly what you paid, and its 2026 tax tooling now surfaces cost basis under FIFO, LIFO or HIFO methods (Coinbase tax settings documentation, as of 2026-09-10). What it does not show you is how well you traded. There is no time-weighted return that strips out the timing of your deposits, no comparison of your entry against the range the coin traded in that week, and no way to see whether your winners came from conviction or from luck. The cost-basis figure answers a tax question; it does not answer the investing question.
Cost basis in crypto is also genuinely harder than in equities, and this is the heart of why this page exists. A single ETH position might be assembled from a dozen buys, a conversion out of USDC, and a staking reward — each with its own basis. When you later swap that ETH for SOL, most people treat it as one decision, but for decision analysis StackViewer treats every taxable disposal as a distinct "trade": the sell leg closes one position and the buy leg opens another, each judged on its own timing. That is why your Coinbase trade count in StackViewer can look higher than the number of times you consciously "traded" — conversions count twice. Blending this into one portfolio return alongside your equities needs care: a 40% crypto drawdown and a 4% equity dip are not comparable risk, so StackViewer keeps a separate crypto sleeve in its risk metrics and only rolls them into the headline time-weighted return once currency and volatility are normalised. In the diversification score, crypto is treated as its own asset class rather than being lumped in with equities, so a portfolio that is "diversified" across fifteen altcoins still reads as concentrated — because it is.
Also use Interactive Brokers?
Coinbase holders very often run a serious equity or multi-currency account alongside their crypto, and Interactive Brokers is the classic pairing — global market access and low-cost equities on one side, spot crypto on the other. The problem is that the two apps measure completely different things and neither knows the other exists. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.
How the combined multi-broker view works →
Is it safe to connect Coinbase?
The connection is read-only OAuth through SnapTrade. You log in on Coinbase's own site — StackViewer never sees your credentials and never stores them. StackViewer requests a read-only scope: it can read positions and history and nothing else. It is true that the underlying SnapTrade integration can support order placement when an app explicitly asks for trading permission, but StackViewer never asks for it, so no order can be placed and no crypto can be withdrawn. You can revoke access from inside your Coinbase account settings whenever you want.
Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.
Which other brokers can you connect?
StackViewer supports 31 brokers. Search for the others you use:
Frequently asked
- Is it safe to connect Coinbase to StackViewer?
- Yes — read-only OAuth through SnapTrade. StackViewer never sees your Coinbase credentials and cannot trade or move crypto. Revoke it from Coinbase in one click.
- Can StackViewer place trades on my Coinbase account?
- No. StackViewer requests a read-only token only and never asks for trading permission, so no order can be placed.
- How often does Coinbase data sync?
- Three times a day, with position values refreshed roughly every 30 minutes. It is not real-time, which matters more for 24/7 crypto than for equities.
- Is the Coinbase integration free?
- Yes, on the free plan, with no credit card.
- What Coinbase data does StackViewer import?
- Spot crypto holdings, your buy/sell and conversion history, and your fiat and stablecoin balances. It does not import external wallet transfers as cost-basis events, perpetual futures, or NFTs.
See it working before you connect anything
The live demo is a real portfolio with six months of history and every analysis screen populated. No signup, no email, no broker connection.
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StackViewer is not affiliated with, endorsed by, or sponsored by Coinbase. Coinbase and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what Coinbase exposes; details verified 27 May 2026 and subject to change. Not financial advice.