New Topics

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    Support

    Ray Watson · 0 · Posted

    Hello Jevon .. do you respond to email? I have just joined up with Cryptfolio and wanted to know a little more about the company. How many employees? How long has the company been going? Do you have an "about" page on your website? I was thinking of signing up with cointracking.info but then saw your site and I am trying to compare the two. I would sign up with cryptfolio if I thought I was going to get a more specifically NZ targeted help desk, and good support.

    Cheers! Ray

    PS I didn't really want this to be a

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    How do I upload a new CSV file?

    Jevon Wright · 0 · Posted

    To upload a new CSV file to a CryptFolio account, follow these four steps:

    1. Create a new Fixed Amount account (you can also add any other type of non-automatic account)

    2. In the Configure page for that portfolio, open the account page by clicking Import transactions.

    3. Click on the Import Transactions button to upload a new file.

    4. Select the CSV file to upload, and click Upload Transactions.

    If your uploaded CSV fails to import, it may be because we haven't yet implemented support for that CSV file – please let us know so we can add it.

  • Export FIFO reports to PDF

    Jevon Wright · 0 · Posted

    You can now export any of your FIFO reports to PDF format, by clicking on the "Export PDF" button at the bottom of any report.

    To see what kind of information the exported report will show, check out this sample Bitcoin FIFO report (PDF).

  • Bitstamp data for 2011-2014

    Jevon Wright · 0 · Posted

    CryptFolio already has a rich collection of historical exchange rate data covering mid-2014 through to today. Over the next 24 hours we will be importing a massive set of historical Bitstamp BTC/USD data into CryptFolio, with hourly resolution, covering 18 Aug 2011 through to 24 Dec 2014.

    If there is more sets of historical exchange rate data that you would like CryptFolio to support please let us know!

  • Mining and Airdrop transaction types

    Jevon Wright · 0 · Posted

    Today we have added two new transaction types: Airdrops and Mining. In your FIFO and inventory reports, they are treated as purchases; and used up as part of your inventory process.

    You may need to manually change the valuation of these transactions, based on how you are accounting for mining and airdrops in your jurisdiction – if in doubt, get in touch with your accountant.

  • Update many transactions at once

    Jevon Wright · 0 · Posted

    Today we have released a nice improvement to all of your transactions lists in your accounts and inventory. You can now select multiple transactions, and change their transaction type – or delete them – all with a single click.

    We've also used this opportunity to generally clean up your transactions, making them clearer and more friendly to use.

  • Configure the exchanges used for reports

    Jevon Wright · 0 · Posted

    Today we have released an update allowing paid users to specify their preferred exchanges when selecting exchange rates in their reports.

    These preferred exchanges will be used whenever calculating exchange rates in your reports, including your charts, inventory reports, and portfolio notifications.

    By default, CryptFolio attempts to select exchange pairs with the best available data: for a given date, it prefers exchange pairs that are direct, that do not belong to deprecated exchanges, and have the longest range of available data.

    With this update, you can override which exchanges should be used in your reports – for example, if you

  • Linking transactions as associated events

    Jevon Wright · 0 · Posted

    Today we have released a powerful new feature: the ability to link transactions together through optional associations.

    For example, when CryptFolio processes a trade on an exchange account, we register it as two separate events for accounting purposes: a Sale transaction, and a Purchase transaction. Using associated transactions, you can now browse these transactions from each of the separate events:

    Similarly, when transferring an amount of currency from one of your cryptocurrency addresses to another, you can link the two transfer transactions together:

    These associated transactions will be generated automatically by default. If, when an account or address transaction is

  • Better performance for historical charts

    Jevon Wright · 0 · Posted

    Today we have released a significant performance improvement to converted portfolio value charts. When your historical portfolio charts need to be updated – either automatically or on request – they should now be recalculated up to three times faster.

  • Import Kiwi-Coin CSV

    Jevon Wright · 0 · Posted

    We now support three additional CSV formats for importing your transactions from Kiwi-Coin. You can download your Kiwi-Coin CSV files through Account > Trades, XBT Statement, and NZD Statement.

    Thanks to Robot for the suggestion and help in getting this feature live!

  • Additional Bitcoin explorers

    Jevon Wright · 0 · Posted

    We now support two more Bitcoin explorers – BitPay and Block Explorer – to distribute the load when fetching balances and transactions for your Bitcoin addresses.

  • Cleaner and clearer status for background tasks

    Jevon Wright · 0 · Posted

    When importing lots (hundreds+) of addresses or accounts into your portfolio, it can take some time for all of your reports to be updated.

    Today we have improved the background loading interface. Now, when an account or chart is being updated in the background, the chart will be fully accessible with any existing data, and display a little loading spinner in the bottom left:

    If you mouse over or click on the spinner, you will see more detail about what account is being updated, how many accounts have to be updated, and also how long you can expect to wait

  • How do I export my Litecoin addresses from Litecoin Core?

    Jevon Wright · 0 · Posted

    To export your Litecoin addresses from Litecoin Core safely, follow these steps:

    Exporting your Received Addresses as CSV

    1. Open up your Litecoin Core application.

    2. In the main menu, select File > Receiving addresses...

    3. Here you will see all of the addresses you have created to receive transactions. Click on the "Export" button to save these addresses as a CSV file.

    Uploading the CSV file to your portfolio

    1. Go into your CryptFolio and Configure the portfolio you wish to add the addresses to.

    2. Click on the "Address" button to add a collection of addresses.

    3. Select

  • Deprecated exchanges

    Jevon Wright · 0 · Posted

    Today we have released an update that now allows us to define old historical exchanges as deprecated, meaning that the exchange rates from this exchange will not be used for updating the latest market average rates, and should not be used when calculating composite rates.

    You can browse the deprecated exchanges on the Exchanges list.

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    How are market average rates calculated?

    Jevon Wright · 0 · Posted

    Our market average rates are calculated for each pair of currencies that has five or more active exchanges trading that pair. The average is selected as a simple mean; we do not perform any trade volume weighting.

    If an exchange pair is from a deprecated exchange, then we will only use the rates from that exchange up to its defined deprecation date.

  • Manual account transaction valuations

    Jevon Wright · 0 · Posted

    Today we have released an update allowing you to manually specify a valuation for a transaction. If you know the value of a purchase or sale, then you can specify this valuation by editing the transaction directly.

    If a transaction has a manual valuation and a corresponding type, then this valuation will be used in all of your inventory reports, rather than a calculated composite rate for each date, but otherwise work identically to other your other transactions.

  • Configurable periods for FIFO reports

    Jevon Wright · 0 · Posted

    Today we have released some improvements to our FIFO reporting tools.

    You are now able to select a period for each FIFO report, allowing you to generate a report for any financial year or reporting period. The layout of each report has also been improved. Note that only paid users can access more than 12 months of historical tax reports.

    You can also now access your balances from the top bar by clicking on your balances count. This is a count of all the currencies in your account (including zero balances).

    Finally, you will now only see an inventory warning

  • Download charts as CSV

    Jevon Wright · 0 · Posted

    You can now download a CSV file of any of the charts in your portfolio that are in a table format, allowing you to import this data into other applications. Simply select the Gear icon and click on Download CSV.

  • Kiwi-Coin wallets and rates

    Jevon Wright · 0 · Posted

    Today we have added support for Kiwi-Coin exchange rates and wallets. We are now tracking their BTC/NZD exchange pair, and you can add your Kiwi-Coin account to your portfolio.

    Note that the Kiwi-Coin API does not provide a list of your transactions, so you will need to upload your Kiwi-Coin CSV manually.

  • How do I add my Kiwi-Coin account?

    Jevon Wright · 0 · Posted

    To add your Kiwi-Coin account to your CryptFolio, follow these steps: Creating a Kiwi-Coin API Key 1. Log into your Kiwi-Coin account, and visit your Account page. 2. Visit your API page.

    3. Here you will see a list of all of your API keys. Click the Add new API-key button to create a new API key. 4. Make sure that the new API key does not have the Allow trade permission before clicking Add. 4. A new API key has now been created. You will be shown the new key and secret – you must copy the key and