Top Topics

  • Portfolio sharing

    Jevon Wright · 0 · Posted

    Today we have released a new feature available for free to all of our users: the ability to share your portfolio charts with others. This is a read-only view of your charts, without access to the individual accounts or transactions that make up your reports.

    In order to share your portfolio, you need to enable portfolio sharing on the portfolio, and then share the public link. Note that anyone with the link will be able to view your portfolio.

    We've also added a demo portfolio, using this same functionality, that shows off some of CryptFolio's portfolio reporting features.

  • How does portfolio sharing work?

    Jevon Wright · 0 · Posted

    By default, all portfolios are private, and cannot be shared with anyone.

    When you mark your portfolio as public:

    • Anyone with the public link will be able to view the charts in your portfolio. If you do not want others to see the chart, you should not make the chart public.
    • This portfolio view is read-only; users cannot modify the contents, type, indicators, or layout of the charts, and cannot add new charts, or delete existing charts.
    • Users can not force charts or accounts to update. They will continue to update in the background as normal.
    • If at any time
  • Android and iOS beta apps live

    Jevon Wright · 0 · Posted

    Today we've pushed our first Android and iOS apps to our beta testers. If you've got an Android and/or iOS device, and you'd like to gain access to new app features before anyone else, sign up to become a mobile app tester.

  • Import Poloniex CSV

    Jevon Wright · 0 · Posted

    We now support the Poloniex CSV format for importing transactions.

    Thanks to Andrew H for the suggestion and help in getting this feature live!

  • Bug Bounty programme live

    Jevon Wright · 0 · Posted

    Our Bug Bounty programme is now live.

    If you have found a bug or vulnerability in our software systems or platform which puts either the availability of our systems or the data of our users at risk, we would like to know about it, and we are willing to provide a bounty reward, so that we can improve the security of our systems in a safe and responsible manner.

  • Direct support for paid users

    Jevon Wright · 0 · Posted

    Today we've released a small improvement allowing paid users to directly request support while logged into cryptfolio.com. Paid users have access to direct email support, eight hours a day, five days a week.

    Simply select Get Support when logged into your account, and you'll be taken to a form to send through a support enquiry to our support team:

    We also accept paid support requests through email, and through our support site, so you're able to use the platform you're most comfortable with.

  • Extended public keys (xpub) support for Bitcoin

    Jevon Wright · 0 · Posted

    Today we have released an update to support extended public keys (xpub) for Bitcoin.

    These keys start with "xpub", and allow CryptFolio to track all of your addresses, without you having to export and import them manually into the platform. Many wallets already support exporting your xpub addresses.

    However there are some additional privacy and security risks you should be aware of before adding your xpub addresses to CryptFolio. See this article for more information.

    To add your xpub addresses to CryptFolio, add a new Bitcoin address to one of your portfolios, using your xpub key as the address:

  • Updated privacy policy

    Jevon Wright · 0 · Posted

    We have updated our privacy policy to include what information we will share if you choose to use one of our upcoming mobile apps. The rest of the privacy policy has not changed.

  • Mobile app alpha

    Jevon Wright · 0 · Posted

    Over the last week we've been hard at work on our upcoming CryptFolio mobile app, targeting both Android and iOS, and we're hoping to get the app out within the next month. Using our app you'll be able to manage and view your portfolio across all of your devices with a single login – across all of your mobile, tablet, and desktop devices.

    If you would like to be a beta tester for the mobile app, please get in touch!

  • 0

    What is an account?

    Jevon Wright · 0 · Posted

    In CryptFolio, an account is one distinct collection of funds in your portfolio. Each account has their own balances, transactions, and histories.

    To help you quickly set up your new portfolio, we help you with setting up many different types of accounts:

    • Addresses, similar to bank accounts for cryptocurrencies
    • Exchanges, services where you can trade assets
    • Mining pools, services where many users "mine" for cryptocurrencies
    • External API, a third-party service to return data
    • Fixed amounts, custom or imported balances and transactions

    Each of your portfolios can have multiple accounts.

    Adding accounts

    To add a new account to your portfolio, follow

  • How does CryptFolio support accounts without transactions?

    Jevon Wright · 0 · Posted

    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

  • GDAX/Coinbase Pro support

    Jevon Wright · 0 · Posted

    Today we have added support for GDAX/Coinbase Pro accounts, allowing you to track your GDAX balances and transactions in CryptFolio.

    A huge thanks to Michael L for helping us put together this integration!

  • How do I add my GDAX/Coinbase Pro account?

    Jevon Wright · 1 · Last reply by Leon Walker

    To add your GDAX/Coinbase Pro account to CryptFolio, follow these steps: Creating a GDAX/Coinbase Pro API Key 1. Log into your GDAX account, and visit your Profile Information page. 2. Select the API Settings tab. 3. Select the button to create a New API Key. 4. In the dialog that opens, make sure that you only have the View permission set. You must not enable the Transfer or Trade permissions. You will also need to select a passphrase (you should use a completely random and independent string). Finally, select Create API Key to create the new key. 5. You will

  • Export FIFO reports to CSV

    Jevon Wright · 0 · Posted

    Today we have released an update allowing you to download each component of your FIFO reports – purchases, sales, unrealised gains, and the rates used in the report – as separate CSV files.

    For more information about how to use your FIFO reports for cryptocurrency inventory and tax reporting, check out our FIFO help article.

  • Binance API keys reset

    Jevon Wright · 0 · Posted

    If you are using CryptFolio to track your Binance accounts, please note that on 4 July 2018, Binance deleted ALL existing API keys with seemingly no warning. You will need to login to your Binance account and create new API keys in order for your balances to be tracked by CryptFolio.

    If your Binance account is currently failing with the Invalid API-key, IP, or permissions for action. error message, this may be the reason why.

  • Namecoin support

    Jevon Wright · 0 · Posted

    We now support downloading the balances and transactions for Namecoin addresses, thanks to the wonderful Namecha.in explorer.

    Thanks to Knarf180 for the suggestion!

  • Automatically categorise transaction types

    Jevon Wright · 0 · Posted

    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.

  • How transactions are automatically categorised

    Jevon Wright · 0 · Posted

    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,

  • Filter transaction lists

    Jevon Wright · 0 · Posted

    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.

  • Export FIFO reports to PDF

    Jevon Wright · 0 · Posted

    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).