New Topics

  • 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: NOTE: Kiwi-Coin does not provide a safe way to access your trades through API – you will need to import them by uploading a CSV file of your trades. 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

  • Login with GitHub

    Jevon Wright · 0 · Posted

    You can now signup and login to your CryptFolio account using your GitHub account. When using GitHub to login to CryptFolio, the only information that we use is your name and your e-mail address (to pre-populate your user account). You can also add a GitHub login to your existing account by visiting Your User Profile and managing your login methods.

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  • How does the Supporter discount work?

    Jevon Wright · 0 · Posted

    If your account has the exclusive Supporter discount of 5%, you will be able to enjoy 5% off all of your future subscriptions to the platform.

    This discount applies before tax, but replaces any promo codes that you might also be using. If you have added a promo code that you no longer want to apply to your subscription, you can click Clear to remove it.

  • Kraken CSV importer

    Jevon Wright · 0 · Posted

    We now support the Kraken trades file format for importing transactions. Thanks to barnz3000 for the suggestion!

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  • Article: End-of-year cryptocurrency returns (NZ)

    Jevon Wright · 1 · Last reply by Jevon Wright

    Today we've released another helpful article: Generating end-of-year cryptocurrency tax reports with CryptFolio. This article is intended for a NZ audience but many of the techniques and tools may apply to your own tax situation.

    Thanks to everyone in the New Zealand cryptocurrency community who have helped us put this article together!

  • How FIFO reports are calculated

    Jevon Wright · 0 · Posted

    First-in-first-out (FIFO) inventory reporting is based on the principle that you have an inventory of a product, and each item of your inventory has an associated price (how much that item cost you). When you sell an inventory item, you use the earliest unsold inventory item to calculate the increase or decrease in value.

    CryptFolio provides a FIFO report to help you complete end-of-year tax returns for countries and situations where you are treating cryptocurrency as inventory. The FIFO report for a particular currency can be accessed through your Inventory reports, and is broken up into three sections.

    For a

  • Supported transaction types

    Jevon Wright · 0 · Posted

    CryptFolio currently supports the following transaction types:

    • Purchase: The initial purchase of a currency, which can be through exchange or mining, and is considered an inventory purchase.
    • Mining: The initial acquisition of currency through mining, and is considered an inventory purchase.
    • Airdrop: Currency obtained through airdrops or currency forks, such as Bitcoin Cash and Bitcoin Gold, and is considered an inventory purchase.
    • Sale: The sale of a cryptocurrency, which can be through exchange of a cryptocurrency (for another cryptocurrency or fiat currency) or purchasing a good or service, and is considered an inventory sale. This is considered a taxable event.
  • How a composite rate is calculated

    Jevon Wright · 0 · Posted

    When CryptFolio needs to convert one currency value to another on a given date – for example, when calculating your historical values, or your inventory reports – there are many different techniques that the rate can be calculated or selected.

    Existing valuation

    If a transaction has a valuation defined manually, then that value in that valuation currency will be used (and converted through a composite rate if necessary). Otherwise, the value is calculated using a composite rate, as defined below.

    What pairs are used?

    By default, we use the following priority, to calculate a composite rate for any two given

  • How inventory is calculated

    Jevon Wright · 0 · Posted

    The Inventory report displays a list of all of the transactions used in your other inventory reports (such as FIFO) in chronological order. This is so you can review your historical transactions and their values, and check that everything has been calculated appropriately.

    Currently CryptFolio only supports a single inventory method (FIFO), but in the future we will support other inventory calculation methods. From the Inventory report you can access your Balances report or the FIFO report for your portfolio.

    Accessing your Inventory report

    You access your inventory report through your balances report.

    1. Visit the portfolio that you wish

  • How balances are calculated

    Jevon Wright · 0 · Posted

    For each of your portfolios, CryptFolio provides you with a balance and inventory view of all of your currencies.

    For each of the reporting currencies and non-zero currencies in your portfolio, CryptFolio calculates two values for the currency: your balance, and your inventory.

    Accessing your balances

    Visit the portfolio that you wish to view the balances for, and click on the Balances link in the top right of your portfolio.

    Balance

    The balance for a currency is the sum of all of the balances in each of your portfolio accounts.

    For example, if you had two accounts with the following

  • Login with Facebook

    Jevon Wright · 0 · Posted

    You can now signup and login to your CryptFolio account using your Facebook account. When using Facebook to login to CryptFolio, the only information that we use is your name and your e-mail address (to pre-populate your user account).

    You can also add a Facebook login to your existing account by visiting Your Profile and managing your login methods.

  • LocalBitcoins CSV importer

    Jevon Wright · 0 · Posted

    We now support LocalBitcoins CSV file formats for importing transactions. Thanks to barnz3000 for the suggestion! We've also increased the maximum file size for uploads from 100 KB to 1 MB. If you need to upload a file larger than this, you will need to break it up into smaller files.

  • Deleting your migrated account

    Jevon Wright · 0 · Posted

    When your account has been migrated, you will receive an email allowing you to either use the new platform, or to delete your migrated account.

    If you would like to delete your migrated account, you may either request deletion by clicking on the link in your migration email, or by logging into your account and vising Your Profile.

    You will be shown a form to confirm that you wish to delete your account. You will need to type in "confirm" and click the big red button to confirm deletion. Deletion occurs automatically by one of our background workers, and you

  • How old accounts are migrated

    Jevon Wright · 0 · Posted

    If you had an old.cryptfolio.com account set up, then when your account is migrated, we will do our best at importing all of your old account data into the new CryptFolio.

    Merging accounts

    If you have an existing CryptFolio account with the same email as your migrated account, then we will update your new account with your old signup date and account name.

    Otherwise, we will create a new user account for you, with your original email and account name. This is the email address that we will have sent the "Your new CryptFolio account is ready!" email to.

    If

  • How does the Adopter discount work?

    Jevon Wright · 0 · Posted

    If your account has the exclusive Adopter discount of 10%, you will be able to enjoy 10% off all of your future subscriptions to the platform.

    This discount applies before tax, but replaces any promo codes that you might also be using. If you have added a promo code that you no longer want to apply to your subscription, you can click Clear to remove it.

  • User data provided in migration export files

    Jevon Wright · 0 · Posted

    If you have chosen to request a copy of your old.cryptfolio.com user data, you will receive a .zip file with all of your account information.

    This includes ALL of your addresses, accounts, offsets, notifications, keys, secrets, and all of the historical balances we had downloaded for the account. Each table is provided as a CSV file, allowing you to open it up in software such as Excel. With a bit of manipulation, you can import this data into your own openclerk instance, if you have chosen not to continue using CryptFolio.

    We cannot provide general support for integrating this information

  • Better performance for hundreds of accounts

    Jevon Wright · 0 · Posted

    We're busy working on migrating all old user accounts to the new site, and expect this process to start before the end of the week.

    In the meantime, today we've released a series of updates that should vastly improve the performance of charts for users with hundreds of accounts in their portfolio, and generally improved the performance of the site.