Simplifying crypto portfolio and tax management

CoinTracker is the leading crypto portfolio and tax preparation platform, helping 2.5M+ users and $50B in market cap, manage crypto assets across multiple wallets and exchanges. Founded in 2017, CoinTracker has grown into a trusted platform backed by $100M+ in funding from Accel, General Catalyst, Y Combinator, and others. Crypto is intensely complex, but thoughtful design can make it accessible. At CoinTracker, I shipped essential tools that empower traders, investors, and professional accountants to navigate their crypto finances with confidence.

Role

Lead designer

Team

CoinTracker

See in product

Simplifying crypto portfolio and tax management

CoinTracker is the leading crypto portfolio and tax preparation platform, helping 2.5M+ users and $50B in market cap, manage crypto assets across multiple wallets and exchanges. Founded in 2017, CoinTracker has grown into a trusted platform backed by $100M+ in funding from Accel, General Catalyst, Y Combinator, and others. Crypto is intensely complex, but thoughtful design can make it accessible. At CoinTracker, I shipped essential tools that empower traders, investors, and professional accountants to navigate their crypto finances with confidence.

Role

Lead designer

Team

CoinTracker

See in product

Simplifying crypto portfolio and tax management

CoinTracker is the leading crypto portfolio and tax preparation platform, helping 2.5M+ users and $50B in market cap, manage crypto assets across multiple wallets and exchanges. Founded in 2017, CoinTracker has grown into a trusted platform backed by $100M+ in funding from Accel, General Catalyst, Y Combinator, and others. Crypto is intensely complex, but thoughtful design can make it accessible. At CoinTracker, I shipped essential tools that empower traders, investors, and professional accountants to navigate their crypto finances with confidence.

Role

Lead designer

Team

CoinTracker

See in product

Redesigning the navigation and app architecture

Background

As CoinTracker expanded, our product became cluttered and misaligned with user needs and mental models. Features were structured around internal teams rather than intuitive workflows. The absence of clear organizational principles made it difficult to scale the product effectively, and as we moved toward autonomous product teams, decisions about feature placement increasingly slowed down development.

Solution

To improve our information architecture, we focused on creating a distinct mobile-first experience, task-based navigation, simplified top-level structure, and scalable side navigation. These changes made the platform more intuitive while supporting future growth.

Post navigation and IA redesign

2023

Design principles

🔹 Intuitive & Predictable — Everything is where users expect it, respecting their mental models.

🔹 Scalable— The IA is flexible, accommodating future features without disrupting usability.

🔹 Focused — A simple, structured navigation scheme eliminates redundancy and confusion.

🔹 Mobile-First — Designed for where users engage most, prioritizing everyday mobile usage.

🔹 Empowering — A clear structure builds user confidence and control over their crypto finances.

🔹 Iterative — The IA adapts to current functionality, avoiding premature categorization based on hypothetical future features.

New side navigation after the brand refresh

2025

Building an insightful portfolio

Previously, investors had to manually calculate their holdings' market value, unrealized returns, and total returns. We updated the basic portfolio and price page by adding actionable insights on returns and coin performance. These additions led to increased weekly user engagement.

Building an insightful portfolio

Previously, investors had to manually calculate their holdings' market value, unrealized returns, and total returns. We updated the basic portfolio and price page by adding actionable insights on returns and coin performance. These additions led to increased weekly user engagement.

Building an insightful portfolio

Previously, investors had to manually calculate their holdings' market value, unrealized returns, and total returns. We updated the basic portfolio and price page by adding actionable insights on returns and coin performance. These additions led to increased weekly user engagement.

A clearer path to crypto tax filing

Filing crypto taxes with CoinTracker was a fragmented and confusing experience. Users had to navigate the process on their own, without a clear sequence of steps to connect wallets, review transactions, and ensure accuracy. This lack of guidance led to:

A clearer path to crypto tax filing

Filing crypto taxes with CoinTracker was a fragmented and confusing experience. Users had to navigate the process on their own, without a clear sequence of steps to connect wallets, review transactions, and ensure accuracy. This lack of guidance led to:

A clearer path to crypto tax filing

Filing crypto taxes with CoinTracker was a fragmented and confusing experience. Users had to navigate the process on their own, without a clear sequence of steps to connect wallets, review transactions, and ensure accuracy. This lack of guidance led to:

  • Frustration and uncertainty about what was needed for an accurate tax filing

  • Inaccurate reports, causing potential compliance issues.

  • Excessive time spent manually reconciling errors, making the process tedious.

Initial workflows came out of a workshop

2023

Improve accuracy and efficiency through a workflow

The goal of this project was to improve the accuracy and efficiency of crypto tax filing while enhancing overall user satisfaction by:

  • Providing a clear, structured workflow for connecting wallets and reviewing transactions.

  • Reducing errors and unnecessary manual work by guiding users through the process.

  • Decreasing time spent filing while improving confidence in tax accuracy.

Laid the groundwork for guided tax filing

As the foundational designer on this project, I conducted initial discovery and problem validation, developed solutions based off of mental models and laid the groundwork for future iterations, ensuring a strategic approach before transitioning the project.

Foundational research in Nigeria

In an area of the world where there’s a high concentration of daily crypto users, we wanted to observe people using crypto safely and easily, and deepen our understanding of crypto use cases, motivations, and the journey to self-custody, so that we can continue to build a product that solves problems for our users.

Foundational research in Nigeria

In an area of the world where there’s a high concentration of daily crypto users, we wanted to observe people using crypto safely and easily, and deepen our understanding of crypto use cases, motivations, and the journey to self-custody, so that we can continue to build a product that solves problems for our users.

Foundational research in Nigeria

In an area of the world where there’s a high concentration of daily crypto users, we wanted to observe people using crypto safely and easily, and deepen our understanding of crypto use cases, motivations, and the journey to self-custody, so that we can continue to build a product that solves problems for our users.

We were excited to see and talk to female crypto users!

2022

Key questions

  • How and why does the average person in Lagos use crypto in their day to day lives? What pain points and use cases arise?

  • What does someones crypto journey look like from hearing about it to being a frequent user?

  • How does the economic and political environment impact crypto usage and adoption?

Role

As the research lead on this project I found and coordinated with a local research company, created the research goals and script, conducted interviews with the team, synthesized and presented findings to the larger company and our partners.

Taking notes during the focus room sessions

2022