BitcoinTX is a free, open-source Bitcoin portfolio tracker and tax report generator.
It tracks your BTC and USD balances using double-entry accounting and helps you calculate FIFO-based capital gains, cost basis, and income for IRS reporting. It includes a full-featured dashboard, a manual transaction entry form, and exportable reports like Form 8949 and Schedule D.
- ✅ Track every Bitcoin transaction manually (no exchange sync)
- ✅ Use FIFO for cost basis tracking
- ✅ Produce IRS-compliant reports (PDF or CSV)
- ✅ Give you full control and visibility — self-hosted
- ✅ Educate new developers with clear architecture and documentation
| Layer | Tech |
|---|---|
| Frontend | React + TypeScript + Vite |
| Backend | FastAPI + SQLAlchemy + SQLite |
| Dev Tools | Conda + VSCode DevContainer + Docker |
| Report Tools | pandas, pdftk, WeasyPrint, PyPDF2, Jinja2 |
| Bitcoin API | Kraken (primary), CoinGecko, CoinDesk |
- 📈 Dashboard: BTC holdings, USD balance, realized/unrealized gains
- 🧾 Transaction Form: Deposits, Withdrawals, Transfers, Buys, Sells
- 💼 Double-Entry Ledger: Every transaction creates linked debit/credit lines
- 🪙 BTC Lots & FIFO Tracking: Acquired BTC is consumed in order
- 📊 Reports: Tax reports, cost basis summaries, income history
- 🧮 BTC Tools: Calculator and converter with historical BTC price support
- 🔐 Session-based Auth: Login system for single user with hashed password
📘 See
SETUP_GUIDE.mdfor step-by-step instructions.
# Clone the repo
git clone https://github.com/yourname/BitcoinTX.git
cd BitcoinTX
# Set up Conda and frontend
conda activate btctx-env
conda env update -f environment.yml
cd frontend && npm install
# Create DB & start backend
cd ..
python backend/create_db.py
uvicorn backend.main:app --reload
# In new terminal
cd frontend && npm run dev