Exchange API Keys

dTax connects to your exchange via a read-only API key. This lets dTax fetch your trade history without being able to move funds. You should never grant withdrawal or trading permissions.

Read-only is required

Only enable Read (sometimes called View, Query, or General) permissions. Never enable Trade or Withdraw — dTax does not need them and enabling them is a security risk.

Where to enter your key in dTax

1. Go to Transactions → Connect Exchange
2. Select your exchange from the dropdown
3. Paste your API Key and Secret Key into the corresponding fields
4. Click Connect

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Binance

1. Open API Management

   Log in to Binance → click your profile icon (top right) → select API Management.

2. Create a new API key

   Click Create API → choose System generated → enter a label (e.g. dTax) → click Next.

3. Complete security verification

   Complete the email / authenticator verification prompt.

4. Set permissions — Read only

   Under API restrictions, make sure only Enable Reading is checked. Uncheck Enable Spot & Margin Trading, Enable Withdrawals, and all other options.

   Leave Restrict access to trusted IPs only unchecked (or add your IP if you prefer extra security).

5. Save your keys

   Copy and store your API Key and Secret Key immediately — the Secret Key is only shown once.

Caution

If you enable futures trading on your Binance account, dTax can sync futures history via the Include futures / perpetual contracts toggle in the connection form. The same read-only key is used — no extra permissions needed.

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OKX

1. Open API settings

   Log in to OKX → click your profile icon → select API.

2. Create a new API key

   Click Create API key → choose purpose Link third-party platform (recommended) or Custom.

3. Fill in the details

   Enter a name (e.g. dTax) and a Passphrase of your choice. Store the passphrase — you will need it in dTax.

4. Set permissions

   Under Permissions, enable only Read. Do not enable Trade or Withdraw.

5. Save

   Complete 2FA verification and save. Copy your API Key, Secret Key, and Passphrase — enter all three in dTax.

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Bybit

1. Open API management

   Log in to Bybit → click your profile icon (top right) → select API.

2. Create a new key

   Click Create New Key → choose System-generated API Keys.

3. Fill in the details

   Enter a key name (e.g. dTax). Under Key Permissions, select Read-Only.

4. Bind IP (optional)

   Leave IP binding empty unless you want additional security.

5. Confirm and save

   Complete 2FA. Copy your API Key and Secret Key.

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KuCoin

KuCoin requires a Passphrase

KuCoin API keys have three fields: API Key, Secret, and Passphrase. You create the passphrase yourself when generating the key — store it securely as it cannot be recovered.

1. Open API Management

   Log in to KuCoin → click your profile icon → select API Management.

2. Create a new API key

   Click Create API.

3. Fill in the details

   Enter a name (e.g. dTax) and a Passphrase of your choice.

4. Set permissions

   Under Permissions, check only General (read access). Leave Trade and Transfer unchecked.

5. Complete verification

   Enter your trading password and 2FA code. Save your API Key, Secret, and Passphrase — enter all three in dTax.

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Kraken

1. Open the API settings

   Log in to Kraken → click your profile icon (top right) → go to Security → API.

2. Generate a new key

   Click Generate new key.

3. Set the key permissions

   Enable the following and nothing else:

   • ✅ Query funds
   • ✅ Query open orders & trades
   • ✅ Query closed orders & trades
   • ✅ Query ledger entries
   • ✅ Export data (optional, for CSV export support)

   Leave all others unchecked, especially Create & modify orders and Withdraw funds.

4. Save

   Click Generate key. Copy your API Key and Private Key (Kraken calls it “Private Key” instead of “Secret”).

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Coinbase

Coinbase Advanced Trade

dTax connects to Coinbase Advanced Trade (formerly Coinbase Pro). If you only use a basic Coinbase account without trading history, a CSV export may be easier — see the CSV Import guide.

1. Open API settings

   Log in to Coinbase → click your profile icon → Settings → API tab.

   Alternatively, go directly to coinbase.com/settings/api.

2. Create a new API key

   Click + New API Key.

3. Select accounts and permissions

   Choose the accounts to connect. Under Permissions, select only View (read-only). Do not enable Trade or Transfer.

4. Save

   Complete 2FA. Download or copy your API Key and API Secret.

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Gate.io

1. Open API Management

   Log in to Gate.io → click your profile icon (top right) → select API Keys (under My Profile).

2. Create a new API key

   Click Create API Key.

3. Fill in the details

   Enter a name (e.g. dTax). Enter your fund password.

4. Set permissions

   Under Permissions, enable only Read (wallet read and trade history read). Do not enable Withdraw, Trade, or any write permission.

5. Complete verification

   Complete 2FA. Copy and save your API Key and Secret Key.

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Troubleshooting

“Invalid API key” error

• Double-check you copied the full key without extra spaces.
• Make sure you’re using the correct field: API Key goes in “API Key”, Secret goes in “Secret Key”.
• For KuCoin/OKX, also verify the Passphrase is correct.

“Insufficient permissions” error

• Your key may have been created without Read permissions. Delete the key and create a new one following the steps above.

“IP not whitelisted” error

• You enabled IP restriction when creating the key. Either remove the IP restriction or add your current IP address to the allowlist in the exchange’s API management page.

Binance: key works but shows no futures transactions

• Enable the Include futures / perpetual contracts toggle when connecting in dTax.

Key was accidentally given trading permissions

• Delete the key immediately in the exchange’s API Management page and create a new read-only key.