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Add, edit and delete transactions
You can now add, edit, and delete transactions manually for any of your addresses or accounts. This is essentially an easy-to-use version of our CSV import feature. To manage your transactions, select View Transactions for any of your accounts when configuring a portfolio.
This is the next release in our tax reporting tools epic, so you should expect this (clunky) interface to improve significantly over the next few weeks.
We've also fixed a bug where manual accounts were not being included in your reports; this has now been fixed.
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It's our 5th birthday!
It's our 5th birthday today! On this day five years ago, we announced the launch of CryptFolio on Bitcointalk.
To celebrate, you can use the code 5YEARS to get an additional 20% off all subscriptions – just enter in this code before completing your purchase. (Valid for the next 48 hours only.)
(With this release, we've added the ability to enter in promo codes and affiliate codes.)
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Import transaction CSVs
Today we have released the long-awaited feature to import CSV files of transactions into any account or address.
CryptFolio is designed to automatically download all transactions and balances through external services, but if you are using a service that does not have an API, or if the service is not returning all transactions, you can import transactions into your account manually.
Visit your Account or Address, and select the button to Import your transactions file:
The transactions will be processed according to the headers in the CSV file.
Once transactions have been imported, they will continue to remain in the
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CSV file formats supported for importing transactions
While it is often easier to add your exchange accounts and wallets to CryptFolio by creating API keys and secrets, and sharing them with CryptFolio, we also support importing CSV files of transactions into accounts.
We support the following file formats for importing a list of transactions into an account or address:
Aragon format
Bitstamp format
Bittrex format
CryptFolio format
This is the same format that CryptFolio can export for any account or address.
Cryptopia format (deposit)
Cryptopia format (withdrawal)
Cryptopia format (trade)
Kiwi-Coin formats
Kiwi-Coin XBT/NZD statement
Kiwi-Coin buying statement
Kiwi-Coin selling statement
Kraken ledgers format
KuCoin formats
Alternative
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Technical indicators on charts
Today we have released the long-awaited feature to add technical indicators to your charts.
You can now add four different technical indicators to any of your portfolio charts:
- Simple Moving Average (SMA)
- Exponential Moving Average (EMA)
- Relative Strength Index (RSI)
- Bollinger Bands
To get started, Edit one of your charts and configure the indicators through Advanced Options.
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itBit support
We now support the three exchange pairs traded on the itBit platform.
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Browse using pages
When browsing our list of supported currencies, exchange pairs, or the list of transactions for any of your accounts, you can now browse using pages. By default, you'll see 25 items per page.
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External APIs
Today we have released the ability to add custom External APIs to your portfolio. External APIs allow you to specify arbitrary balances and currencies, without having to expose any of your credentials to CryptFolio.
For more information, check out our External API guide.
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ANXPRO support
Today we have added support for ANXPRO exchange rates and wallets. We are now tracking all of their 37 supported exchange pairs, and you can add your ANXPRO account to your portfolio.
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How do I add my ANXPRO account?
To add your ANXPRO account to your CryptFolio, follow these steps: Creating a ANXPRO API Key 1. Log into your ANXPRO account, and visit your Settings page. 2. Visit your API page.
3. Here you will see a list of all of your API keys. Click the button to create a new API key. 4. A new API key will be created. You will be shown the new key and secret – you must copy the secret for the next step. Make sure that the key does not have the Move Funds or Place and Manage Orders permissions before clicking
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Bit2C, BitMarket.pl and Vircurex support
Today we have added support for three exchanges and wallets supported by the previous version of CryptFolio:
- Bit2C: we now support Bit2C wallets, and are tracking the four currency pairs provided by the exchange.
- BitMarket.pl: we now support BitMarket.pl wallets, and are tracking the six currency pairs provided by the exchange.
- Vircurex: we now support Vircurex wallets, and are tracking all 156 currency pairs provided by the exchange. Note that Vircurex is currently not processing withdrawals.
With this release, we have only one old CryptFolio wallet left to support: ANXPRO, which will be added shortly.
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How do I add my Bit2C account?
To add your Bit2C account to your CryptFolio, follow these steps: Creating a Bit2C API Key 1. Log into your Bit2C account, and visit your User Settings page. 2. Visit the API page.
3. Here you will see a list of all of your API keys. Click the button to create a new API key. 4. Create a new API key that has been set to Readonly. If you need to use an IP address filter (not recommended), use 45.79.192.43. 5. Click Confirm to create the new API key. You will be shown the new API key and secret, ready
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How do I add my BitMarket account?
To add your BitMarket account to your CryptFolio, follow these steps: Creating a BitMarket API Key 1. Log into your BitMarket.pl account, and visit your Account Overview page. 2. Visit the Applications and API keys page. 3. Here you will see a list of all of your API keys. Click the button to Generate a new API key. 4. Generate a new API key with only the following key permissions selected: Account balance retrieval Download a list of placed orders Download account balance history Download trading history 4. Create the new API key. You will be shown the new API
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How do I add my Vircurex account?
To add your Vircurex account to your CryptFolio, follow these steps: Creating a Vircurex API Key 1. Log into your Vircurex account, and visit your Settings page. 2. Visit the API menu. 3. Create a new API key, with a secret phrase that you need to enter in. You will need to remember this secret phrase in the next step. Make sure that only the Get Balance permission is enabled. 4. Your new API key will now be active, and ready to add to CryptFolio. Adding the Vircurex API key to your portfolio 1. Go into your CryptFolio and Configure
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Enterprise features and service status
Today we've released our Enterprise page, detailing the features available to our Enterprise customers.
We've also set up a service status monitor thanks to the wonderful folks at UptimeRobot. You can view our uptime at status.cryptfolio.com, and any pertinent service updates will also be posted on our Twitter.
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Guide to CryptFolio charts
Today we've released our guide to CryptFolio charts, for all of the different charts that you can add to your portfolio – including how the data is generated, display options that you can use, and other charts that might also be interesting to try out.
When adding or editing a chart in your portfolio, you'll also now see a little helpful tip describing the chart, and a link through to more information:
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Profit/Loss chart
This line chart displays the historical value of your portfolio in a given currency, over a given period, compared to the initial converted value of your portfolio in that currency.
The resolution of this chart is daily.
This chart does not consider activities such as withdrawals or deposits when calculating the profit/loss ratio. This functionality will be supported in the future.
If you are looking for the actual converted value of your portfolio, 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, and converted
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Portfolio Balances table
This table displays the latest balances for each currency in your portfolio. This includes all currencies that have a non-zero balance in your portfolio – not just your reporting currencies.
For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency. The table includes the percentage change of each balance over the last week.
If you are looking for a chart displaying the historical balances for each currency, consider the Balances History chart. If you would like to see the converted value of each balance into another currency, consider the Portfolio
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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,
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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.