-
Exchange chart
This candlestick chart displays the historical exchange rates for a given exchange pair, on a given exchange, over a given period. The rates are displayed as standard OHLC candlesticks.
You can add the exchange chart for any of our supported exchange pairs to your portfolio – not just the exchange pairs that include one of your reporting currencies.
Depending on the time period selected, the resolution of the data (each candlestick) will change:
- For time periods less than 30 days, the resolution will be hourly.
- For time periods less than 365 days, the resolution will be daily (the default).
- Otherwise,
-
Equivalent Distribution chart
This pie chart displays the latest account distribution of all currencies in your portfolio, in terms of a given target currency. This includes all currencies in your portfolio, not just your reporting currencies. The target currency must be one of your reporting currencies.
For example, the above chart shows a portfolio consisting of 52% USD, 45% LTC, and the remainder consisting of BCH and other currencies – if all balances were converted into USD today.
If you are looking for the distribution of the balances of a particular currency in your portfolio, consider the Currency Distribution chart.
-
Currency Distribution chart
This pie chart displays the latest account distribution for a currency in your portfolio. The target currency must be one of your reporting currencies.
For example, the above chart shows a portfolio holding 96% of their Bitcoin in their Cex.io account, with the remainder in their Kraken account.
If you are looking for the distribution of the value of each currency in your portfolio, consider the Equivalent Distribution chart.
-
Converted Value chart
This line chart displays the historical value of your portfolio, over a given period, converted into a specific currency. This includes all currencies, not just your reporting currencies. The target currency must be one of your reporting currencies.
The resolution of this chart is daily.
If you are looking for a breakdown of the value of each currency in your portfolio, consider the Converted Portfolio History chart.
For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency, and converted with the closing (composite) rate for each day.
-
Converted Portfolio History chart
This line chart displays the historical balances of each currency in your portfolio, over a given period, converted into a specific currency. This includes all currencies, not just your reporting currencies. The target currency must be one of your reporting currencies.
The resolution of this chart is daily.
If you are looking for the raw value of each currency, consider the Balances History chart. If you are looking for the total value of all currencies, consider the Converted Value chart.
For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency,
-
Balances History chart
This line chart displays the historical balances of each currency in your portfolio, for a given period. This includes all currencies, not just your reporting currencies, before any conversions.
For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency.
If you are looking for a table displaying only the latest balances for each currency, consider the Portfolio Balances table. If you are looking for the historical account balances for a single currency, consider the Balance Composition chart. If you are looking for the converted value of each currency, look at
-
Guide to CryptFolio charts
You can configure your portfolio with any of the following charts. Learn more about each type of chart here:
- Distribution Charts
- Equivalent Distribution (default chart)
- Currency Distribution
- Exchange Chart (default chart)
- Value Chart
- Converted Value (default chart)
- Converted Portfolio History (default chart)
- Profit/Loss (default chart)
- Summary Table
- Portfolio Values (default chart)
- Portfolio Balances
- Portfolio Converted Value (default chart)
- Account Balances
- Balances Chart
- Balances History
- Balance Composition
We are continually adding new charts and features. If you would like to suggest a particular chart type, please get in touch!
To add a new chart, select the "Add Chart" button at the
- Distribution Charts
-
Stacked currency value charts
Today we have added a couple of new chart features. We've added two new chart types, including a Converted Portfolio History chart. This chart displays the historical value of each of your portfolio currencies, converted into a target currency:
You can add this chart to your portfolio by either resetting your portfolio charts to their defaults, or by adding the chart manually through Add Chart > Value.
We have also added the ability for line charts to be stacked, either in terms of absolute value, or as 100% stacked charts:
Thank you to John for the feature suggestion!
-
CoinMarketCap rates back to 2013
We've imported the historical USD rates for the top 100 currencies listed on CoinMarketCap, going back all the way to early 2013. Thank you CoinMarketCap for the excellent data!
-
Export transactions with converted values
Today we have released an exciting feature for accountants: the ability to export a list of account or address transactions into CSV, with their equivalent (converted) value in any of your reporting currencies.
For example, you can now see the USD value of each transaction on an account, as at the date of that transaction. You can then use the exported CSV for a wide range of purposes, including tax returns, financial reporting, or importing into another software system. For a full list of the additional CSV fields, see our knowledge base article.
We will continue adding more features for
-
Features list
Today we've released the Features page, which introduces many of the amazing features and technologies in CryptFolio to new users. Check it out!
-
Configurable chart periods
Today we've released the ability for users to change the periods of their charts. To configure the period of a chart, select the Gear on your chart and then select the period – anywhere from one day, to five years, or to all available data.
We also now allow paid users to get access to more historical data, and have restricted the period for free users due to system load. Free users are now limited to generating reports over the last 60 days, whereas if you have an active subscription, your reports will be generated over the last 12-36 months.
-
Browsing historical exchange rate data
Today we've released the ability to view historical data for ALL of our supported exchange pairs. On any exchange pair, you can now browse periods anywhere between one day, to five years, or even all available data – rather than the chart being fixed on the last three months.
This improvement has highlighted some issues with our existing data:
- We have identified an issue where in some cases, exchange data at the start of 2018 may not render very well. We have implemented a fix and will be rebuilding the database over the next few hours.
- We have also identified
-
Market average rates
Today we've released market average rates. For every pair of currencies that are traded by five or more exchanges, we will now calculate the average (mean) rates, and also the historical average rates. Currently this includes the market average rates for 122 currency pairs.
As part of this release, we've also added ticker prices to your portfolio view. You'll automatically see the latest average exchange rates for the currencies you care about, on your portfolio:
Finally, for all exchange rates, we will now highlight whether the rate has increased (green) or decreased (red) since we last updated the rate:
-
33 people support this
What is an external API?
An external API is a third-party service which provides balances and/or transaction data, that can be used in other applications. API stands for "Application Programming Interface".
Using external APIs, you can develop your own web services to expose your financial data, without needing to provide CryptFolio with any of your own credentials.
For example, you could specify an external API "https://example.com/my_btc_balance", which returns the number "1.0" - signifying that you want to add 1.0 BTC to your portfolio.
The technical specifications for the range of supported External API formats is now available.
You can add an External API account to
-
22 people support this
What is a fixed amount?
In the context of CryptFolio, a fixed amount is a set of currencies, each with their own balances.
For example, you might wish to create a fixed amount for savings that you are holding on a device that you don't wish to disclose, by creating the following record in your portfolio:
You can also used fixed amounts to add any account or exchange to your portfolio, even if the exchange is not directly supported by CryptFolio.
By default, a fixed amount will have no transactions. You can import transactions for the account through CSV, or by editing the transactions manually.
-
11 person supports this
What is a mining pool?
A mining pool is a service where many users "pool" their resources together to "mine" for cryptocurrencies.
Most cryptocurrencies are so difficult to solve ("mining", which is essentially solving the equations necessary to secure the blockchain and include its transactions) that for smaller participants, it's more realistic to share their resources together, and then for the mining pool to split the rewards out based on the effort each participant executed.
Many mining pools will also provide cryptocurrency wallets for their users, to allow you to accumulate your earnings out over many different blocks and send the rewards in a single
-
55 people support this
What is an exchange?
An exchange is a service, usually a website, where users can trade their assets. Sometimes these trades are completed by matching open "buy" orders to open "sell" orders, and sometimes this is done by a service for a predetermined price.
For example, you can use an exchange to trade your Bitcoin (BTC) for Litecoin (LTC), or vice versa. On some exchanges, you can exchange cryptocurrency for fiat currencies; for example, trading your US dollars (USD) for Bitcoin (BTC).
Often you will be restricted to opening a single account on each exchange. Most exchanges will provide you with at least one
-
33 people support this
What is an address?
An address is a unique identifier, generally between 24-64 characters, that represents a possible destination for a cryptocurrency transaction. It is similar to a bank account number, in that you can have many bank accounts – each with their own balances and transactions.
Addresses can be generated for free with your wallet software, and there is no practical limit to the number of addresses that you can control.
Often different currencies will differentiate their addresses with a different leading character, for example:
You can add an Address account to your portfolio by clicking on the Address button when configuring it.
-
Notifications are live
Automated notifications are now live for all users. To get started, log into your account and complete the Getting Started wizard.