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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,
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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
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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!
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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!
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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
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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!
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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.
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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
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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:
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Notifications are live
Automated notifications are now live for all users. To get started, log into your account and complete the Getting Started wizard.
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Using CryptFolio anonymously
Today we have released our first version of Using CryptFolio anonymously: A guide. Check it out!
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Using CryptFolio anonymously: A guide
One of our security principles is to allow anyone to sign up and use a CryptFolio account anonymously. This is because one of the strengths of cryptocurrency is the safety and security that anonymity provides; and it should not be necessary to request Personally Identifiable Information (PII) in order to view a portfolio.
If you are wanting to use CryptFolio anonymously, we recommend that you consider the steps in this guide.
NOTE: The extent of your anonymity will depend on how much effort and the resources you are willing to place into staying anonymous. All of our users must adhere
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Portfolio value notifications
Today we have released portfolio value notifications. You can now automatically receive an email when your portfolio value changes over a time period, for example by 5% in any one day:
You can configure your notifications by either editing your portfolio, or by enabling it through the messaging icon on a value chart:
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Coinbase wallets
Today we have added support for Coinbase wallets. You can now authorise CryptFolio to connect to your Coinbase account, to add your balances and transactions into your portfolio.
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Refreshed pricing page
Today we've released our refreshed pricing page, with a comprehensive feature comparison table, and more information about our Enterprise features. Check it out!
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20% discount for annual subscriptions
Today we have enabled automatically recurring payments for credit cards. When paying for a subscription with your credit card, you can choose to automatically renew your subscription, saving time and ensuring you will never lose access to your subscription benefits.
Furthermore, if you choose to purchase a yearly subscription, you can now enjoy a significant 20% discount on our normal prices. (This is on top of any cryptocurrency discount, too!)
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All Ethereum token balances
Today we have released a long-awaited feature: when adding an Ethereum address, we will also now download all balances and transactions for all ERC20 tokens associated with that address as well.
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Explorers through Prohashing
Today we have added support for the hundreds of explorers on the excellent Prohashing pool. This means we can now support downloading the addresses and transactions for many more coins, including Verge (XVG).
CryptFolio will automatically fetch new currencies and explorers as they are released on Prohashing.
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Deleting accounts
Today we have added support for users to delete their account, without needing to contact CryptFolio support.
To delete your account, log into Your Profile and select "Delete Account", and complete the form to confirm deletion. The action is not reversible, and once confirmed, your account will be deleted automatically within a few minutes.
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Poloniex support
Today we have added support for Poloniex wallets. You can add your Poloniex wallet by creating an API key and adding it to your portfolio. We also now track all 99 currency pairs supported by Poloniex, and new currencies on Poloniex will automatically be picked up by CryptFolio.