Crypto is tracked the same way as stocks: individual buys and sells, so your cost basis stays accurate even across dozens of small transactions.
Adding a holding
- Go to Portfolio > Crypto and select Add holding.
- Enter the coin or token, the quantity, and the price at the time of purchase.
- Save. Current value updates against the latest price.
Multiple buys of the same coin
Log each purchase separately rather than merging them into one average - CeeWealth handles the pooled cost basis calculation for you, using the same logic HMRC applies (Section 104 pooling).
Selling or swapping
Log a sale for any disposal, including swapping one coin for another - HMRC treats a crypto-to-crypto swap as a taxable disposal, and CeeWealth's CGT tracking assumes the same.
Why this matters at tax time
Crypto often means the highest number of small transactions in a portfolio. Logging them as they happen, rather than trying to reconstruct a year of trades from an exchange export in April, is by far the less painful approach.