Supported transaction types
To calculate your taxes accurately, you must import all transactions from Phemex to Coinpanda. Coinpanda supports the following transaction types from Phemex today:
| Tx Type | API import | CSV file upload |
|---|---|---|
| Deposits and withdrawals |  | |
| Spot trades | | |
| Transfer conversions | | |
| Fiat purchases | | |
| Closed PNL | | |
| Trading fees | | |
| Funding payments | | |
Import trades automatically with API
We are only requesting view permissions. This does not give us access to your private keys or the ability to move your funds.
To add your Phemex account to Coinpanda, follow these steps:
- Hover over the user icon in the top-right corner and click ‘API Management’
(https://phemex.com/account/api-management) - Click the ‘Create new API key’ button
- Select ‘Default API entry’ and click ‘Next’
- Give your API key a name (ex: Coinpanda)
- Ensure that ‘Don’t Bind’ is selected for IP address
- Select ‘Read-Only’ for permissions and click ‘Confirm’
- Enter your 2FA code when asked
- Copy the API Key and API Secret to Coinpanda
Only contract trade history from the past two months can be imported from the API. If you are using API import, you must also upload a CSV file (Closed PNL) to ensure the completeness of your transactions. We recommend disabling the setting for importing contract trades from API in the API modal to avoid duplicate transactions from CSV files.
There are, however, no limitations to deposits, withdrawals, spot trade history, or other non-contract transactions from the API. If you have not traded derivatives on Phemex, you can safely use the API import option, and uploading CSV files is not required.
Please note that Phemex does not provide your investment account balance from API. Only your balance from the spot and contract trading account will be shown in your wallet balance and dashboard.
Upload a CSV file to Coinpanda
Spot trade history
- Hover over ‘Assets’ in the top menu, then click ‘Spot History’ and ‘Trade History’
(https://phemex.com/assets/spot-trade-history) - Click on ‘Export Spot trade history’
- Select ‘Custom (max range 3 months)’
- Make sure to export files covering the entire period you traded on Phemex
- Upload the CSV file(s) to Coinpanda
You can also click on ‘Generate Spot Trading Report‘, which lets you generate a single report for your entire spot trade history. The same transactions will be imported for both methods.
Conversion history
- Select ‘Conversion History’ in the left sidebar
(https://phemex.com/assets/conversion-history) - Click on ‘Export Conversion History’
- Select ‘Custom (max range 3 months)’
- Make sure to export files covering the entire period you traded on Phemex
- Upload the CSV file(s) to Coinpanda
You can also click on ‘Generate Conversions Report‘, which lets you generate a single report for your entire conversion history. The same transactions will be imported for both methods.
Deposits and withdrawals
- Hover over ‘Assets’ in the top menu, then click ‘Deposit’
- Click on ‘View All’ a little bit down on the page
(https://phemex.com/assets/details?tab=Deposit) - Click on ‘Export Deposit History’
- Select ‘Custom (max range 3 months)’
- Make sure to export files covering the entire period you traded on Phemex
- Repeat the previous step for withdrawals by selecting the ‘Withdraw’ tab
- Upload the CSV file(s) to Coinpanda
You can also click on ‘Generate Deposits Report’ and ‘Generate Withdrawals Report‘, which lets you generate a single report for your entire deposit and withdrawal history. The same transactions will be imported for both methods.
Closed PNL (futures contracts)
- Hover over ‘Assets’ in the top menu, then click ‘Contract History’ and ‘PNL Details’
(https://phemex.com/assets/contract-pnl-details) - Click on the ‘Closed PNL’ tab and then on ‘Export Closed PNL History’
- Select ‘Custom (max range 3 months)’
- Make sure to export files covering the entire period you traded on Phemex
- Upload the CSV file(s) to Coinpanda
You can also click on ‘Generate Contract Trading Closed PNL Report‘, which lets you generate a single report for your entire contract PNL history. The same transactions will be imported for both methods.
Coinpanda will automatically aggregate all Closed PNL transactions for the same contract into a single daily transaction. All fees and funding payments will be saved as a single daily transaction for all different contracts combined.
This avoids importing thousands of small transactions of insignificant value often included in the Phemex CSV files. Using another crypto tax platform, you might see only 100 transactions on Coinpanda instead of 1,000 or 2,000. This makes it easier to verify that transactions are imported correctly and will not affect the resulting gain/loss.
