Today we have released an update where CryptFolio can now automatically categorise your incoming transactions (through API import, or CSV import) as Purchases or Sales.

For users that need to manage thousands of transactions, this can help you get started with your tax reports.

Also check out our new guide: How transactions are automatically categorised.

Note: This is not enabled by default for existing portfolios; you will need to Edit your portfolio and select the "Automatic purchase transactions" and "Automatic sale transactions" checkboxes. Your transactions types will then be updated when your accounts are next updated.

When importing transactions for one of your accounts – either through an API integration, or by uploading a CSV of transactions – CryptFolio attempts to automatically assign each transaction a transaction type if it's safe to do so, to reduce the amount of work you need to do to later assign them transaction types.

(Transaction types are necessary to accurately calculate your reports, e.g. inventory, realised and unrealised gains, and FIFO tax reports.)

Automatic wallet imports (API) and manual imports (CSV)

When importing transactions from a third-party service (such as your exchange wallet), or uploading transactions by manual CSV import,

Today we have released an update where you can now filter transaction lists, by either selecting their currency, transaction type, and/or searching with text. Simply click the "Filter Transactions" dropdown on any of your transactions or inventory pages.

This should make it much easier to manage portfolios containing thousands of transactions.

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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).

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!

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.

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.

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

UPDATE (Sep 2018): This functionality has been removed, and replaced with Transaction Groups.

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

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.

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!

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

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

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

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.

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.

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

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.