On CryptFolio, we only support addresses, account and APIs that permit read-only functionality.

Read-only means that with all of the data that you provide to CryptFolio, it should not be possible for anyone to perform any trade, transaction, or withdrawal with any of your currencies - as long as your account providers maintain their security as well.

This also means that in the unlikely case of somebody gaining access to your account, they won't be able to use the information you provide in CryptFolio to make any trade, transaction, or withdrawal.

When you decide to add an API key to

The main CryptFolio platform is not designed to support trading within the app; this is a strategic decision.

If we were to support any form of automated trading, we would need to comply with many more international laws and regulations:

1. Under New Zealand law we would have to register as a Financial Service Provider;
2. We would need to register under similar acts and regulations within each international market; and
3. As a user, you would need to submit AML/KYC documentation for every CryptFolio account.

We would also need to stop following our read-only API policy, which could expose your portfolio to

We now have a brand-new help centre!

Visit our help centre

Here, you can view our knowledge base, ask a question or share your ideas in our community. You can report problems or give praise, too.

You can access the Help Centre by clicking on the link at the bottom of every page.

For each account, CryptFolio maintains up to three collections of data:

• Balances, the most recent currency values for the account;
• Transactions, distinct currency events that can construct the history of an account; and
• Histories, historical snapshots of currency values over time.

CryptFolio is designed to work with accounts that can provide both balances and transactions. When generating your portfolio charts or tax reports, we will use these two collections together to construct the chart or report data.

Automatic wallets

For some of our supported wallet types, the third party API cannot return transactions (such as Kiwi-Coin and NiceHash).

In this

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.

CryptFolio supports External APIs (also known as Generic APIs) that list balances.

The URL for the External API must be accessible over HTTP or HTTPS. If HTTPS, then the SSL certificate must be valid.

The reported balances need to be in one of these formats:

• A single number - the default currency for that API will be used
  • balances-text.txt example
• A JSON file with a hash of "currency": "balance"
  • balances-json.json example
• A JSON file with an array of { currency, balance/value } keys
  • balances-json2.json example
• A CSV file with headers of "balance/value" and "currency"
  • balances-csv.csv example
  • balances-csv2.csv example

If you

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

To add your Coinbase account to your CryptFolio, follow these steps:

Connect CryptFolio to your Coinbase account

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

2. Click on the "Exchange" button to then add a Coinbase account.

3. Click the "Connect to Coinbase" button to redirect your browser to Coinbase, where you'll be able to authorise the connection.

4. On Coinbase, authorise CryptFolio to access your account. Cryptfolio will now download the balances and transactions from your Coinbase wallets.

5. You're done!

CryptFolio accounts can have a single primary email address, used for sending your notifications and important updates about your account. This email address is optional.

If you have a CryptFolio account, you can change your primary account email address by visiting My Profile and clicking Edit. If you change your email address, you will need to verify it again. If this email address is being used by a password login, it will also be changed to the new address.

If you would like to remove your email address completely, set the field as blank. Note that you cannot remove your

We want to add support for as many wallet services (e.g. exchange wallets, mining pools, and other online wallets) as we can to CryptFolio, with priority on account types that are in the highest demand. In order to integrate a wallet type into CryptFolio, the requirements are: The wallet service must have an API to list the current balances for a given user. The API must be read-only, either by design or allowing a user to create an API key that is read-only; it must not be possible for an API key to perform an exchange, trade or withdrawal. The

CryptFolio supports uploading a CSV, JSON or plain text file of addresses (optionally with labels) to your portfolio. Each of the addresses in the file you upload will be added to your portfolio, and the balances and transactions tracked.

The exact process for exporting a list of addresses depends on the wallet software, hardware and/or operating system.

Select your wallet type below:

Is your wallet missing? Let us know.