Top Topics

  • 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 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.

  • 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

  • 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.

  • New chart: Account Balances

    Jevon Wright · 0 · Posted

    Today we have added a new chart type: the Account Balances table. This table displays the latest balances for each of your accounts, in a particular currency. To add this new chart to your portfolio, you can add the chart manually.

  • Account Balances table

    Jevon Wright · 0 · Posted

    This table displays the latest balances for each account in your portfolio, that has a balance in one of your portfolio currencies.

    If you are looking for a chart displaying the historical account balances for each of your accounts in one of your currencies, consider the Balance Composition chart.

  • Logarithmic scales and zero axes on charts

    Jevon Wright · 0 · Posted

    Today we have released an update giving you more options for laying out your portfolio charts.

    For most charts, you can now select to display the vertical axis with a logarithmic scale, rather than the default linear scale.

    You can also now configure charts to always display zero on the vertical axis. By default, the vertical axis dynamically changes its range based on the data shown in the chart.

    To try these new options out, select any of your charts and use the Edit menu. Thanks to YCNZ for this feature suggestion!

  • KuCoin CSV import

    Jevon Wright · 0 · Posted

    We now support KuCoin CSV file formats for importing transactions – allowing you to track your KuCoin assets until the exchange has implemented API key permissions. Thanks to YCNZ for the suggestion!

  • New chart: Balance Composition chart

    Jevon Wright · 0 · Posted

    Today we have added a new chart type: Balance Composition. This chart displays the historical balances for each of your accounts in a single currency, as opposed to all of your currencies. The chart can also be stacked, or 100% stacked, if you want to see the historical composition of a currency in your portfolio. To add this new chart to your portfolio, you can add the chart manually.

  • Balance Composition chart

    Jevon Wright · 0 · Posted

    This line chart displays the historical balances for a single currency in your portfolio, for a given period, for each of your accounts. The chart can be stacked or 100% stacked for a different perspective. If you are looking for a chart displaying the sum balances for each of the currencies in your portfolio, rather than a single currency, consider the Balances History chart. If you are rather looking for the latest account balances that make up this currency, consider the Account Balances table.

  • NiceHash support

    Jevon Wright · 0 · Posted

    Today we have added support for NiceHash mining pool accounts.

  • How do I add my NiceHash account?

    Jevon Wright · 0 · Posted

    To add your NiceHash account to your CryptFolio, follow these steps: Creating a NiceHash API Key 1. Log into your NiceHash account, and visit your Settings page. 2. Visit the API menu. 3. NiceHash only supports a single read-only API key per account. If you do not already have a read-only API key, create a new one by clicking Get a new key. Make sure that you only provide a read-only API key with CryptFolio. 4. You will now have your NiceHash API ID and your ReadOnly API Key, ready to put into CryptFolio. Adding the NiceHash API key to

  • Cryptopia CSV import

    Jevon Wright · 0 · Posted

    We now support Cryptopia CSV file formats for importing transactions, deposits and withdrawals – allowing you to track your Cryptopia assets until a safe, read-only API is released. Check out our guide on how to add your Cryptopia accounts to CryptFolio.

  • How do I add my Cryptopia account?

    Jevon Wright · 0 · Posted

    Cryptopia does not yet support creating safe, read-only API keys for user accounts. Consequently we only support Cryptopia accounts if you export your transactions to CSV, and import these CSV files into your CryptFolio account. To add your Cryptopia account to your CryptFolio, follow these steps: Exporting Cryptopia CSV files 1. Log into your Cryptopia account, and visit your Account page. 2. Visit each of your Deposit History, Withdraw History, and Trade History pages. 3. On each of these pages, there will be a button to download your transactions as a CSV file. 4. Save the generated CSV file to

  • Transaction types and balance reports

    Jevon Wright · 0 · Posted

    This week we have been making further progress on our upcoming tax reporting tools.

    You can now categorise transactions to one of three transaction types: transfer, sale, and purchase. Both our API workers and CSV imports will try to work out the transaction types for your transactions automatically, but you can change the transaction type for any transaction manually:

    Transactions now also have a new Comment field, which is available for you to use to store any sort of information about the transaction – for example, what the transaction was for, who the other party was, and/or any other information

  • Add transactions to fixed amounts, create custom accounts

    Jevon Wright · 0 · Posted

    Today we have released the ability to add historical transactions to fixed amounts, both by importing transactions through CSV, and by adding them manually.

    This also means that you can used fixed amounts to add any account or exchange, even if the exchange is not directly supported by CryptFolio. Just create a new Fixed Amount with empty balances:

    Then, by visiting the View Transactions page for that account, import the transactions for that account, in one of our supported CSV formats:

    The balances for the account will be updated with the transactions, and the account will appear and operate just

  • New chart: Portfolio Value table

    Jevon Wright · 0 · Posted

    Today we have added a new chart type: Portfolio Value. This table has the same data as Portfolio Balances, except you can select a currency, and you'll see the current value of each of your balances in that currency, and the change over the last week.

    To add this new chart to your portfolio, you can either reset your charts to their defaults, or add the chart manually.

    Thanks to cphine for the suggestion!