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

Our market average rates are calculated for each pair of currencies that has five or more active exchanges trading that pair. The average is selected as a simple mean; we do not perform any trade volume weighting.

If an exchange pair is from a deprecated exchange, then we will only use the rates from that exchange up to its defined deprecation date.

When you initially visit your portfolio, or after you have added or removed some accounts to your portfolio, you may notice that some of your charts loading in the background. Charts loading in the background are indicated with a loading spinner at the bottom left (or bottom right).

This loading spinner is displayed while the chart is calculating some data, or updating some accounts, asynchronously on one of our job servers. Any old data is displayed while we're crunching the new data, and your chart will refresh with the new data once the task has completed.

How long will the

This line chart displays the historical value of 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 a breakdown of the value of each currency in your portfolio, consider the Converted Portfolio History chart.

For each account, address and offset in your portfolio, the balances, history and transactions are summed up for each currency, and converted with the closing (composite) rate for each day.

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

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,

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

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,

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!

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

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

To add your Poloniex account to your CryptFolio, follow these steps: Creating a Poloniex API Key 1. Log into your Poloniex account, and visit your API Keys page. 2. Select the option to Create New Key. You may need to confirm enabling the API before you can see this button. 3. A new key will be created. You will need to go into your email and confirm the creation of the new API key by clicking on the link. 4. Make sure that the Enable Trades and Enable Withdrawals options are NOT selected. This will create an API key that

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

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

When you export a collection of address or account transactions, you will get a CSV file with these values for each transaction:

This exported list of transactions can also be imported back into CryptFolio.

Converted columns

If you're also converting each transaction into another target currency, you'll also get these following columns. If a transaction or balance could not be converted - for example, there was not enough historical exchange data - the fields will be empty.

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

Creating a Kraken API Key

1. Log into your Kraken account, and visit your Settings page.

2. Visit your API page in your Settings.

3. Select the option to Generate New Key.

4. Select the following read-only permissions: Query Funds, Query Open Orders & Trades, Query Closed Orders & Trades, and Query Ledger Entities. You can also give the key a description if you'd like.

5. Click Generate Key.

6. You now have a new API Key and Secret that you can add to your portfolio.

Adding the Kraken

We want to add support for as many cryptocurrencies and tokens as we can to CryptFolio, with priority on currencies that are in the highest demand.

We automatically pick up most new currencies as soon as they are supported by one of the exchanges tracked by CryptFolio.

For a currency to be listed, the requirements are:

• It must have a currency code (e.g. BTC).

For a currency to have an exchange rate, it must also meet these requirements:

• There must be at least one Exchange, that provides a ticker pair for that currency (e.g. BTC/USD), and has a public API

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

Creating a Bitfinex API Key

1. Log into your Bitfinex account, and visit your API page.

2. Select the option to Create New Key.

3. By default, your new API key will have all read-only permissions enabled. If you would like, you can reduce the permissions to only those regarding balances, transactions and fund movements:

4. Click Generate API key. You will be sent an email with a link to follow to enable the key.

6. You now have a new API Key and Secret that you can add

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

Creating a HitBTC API Key

1. Log into your HitBTC account, and visit your Settings page.

2. Click on the API keys tab in your Settings.

3. Create a new API key.

4. By default, your new API key will have no permissions enabled. You will need to enable both the "Order book, History, Trading balance" and "Payment information" permissions.

CryptFolio uses the History permission to retrieve the historical trades and orders on your account, and the Payment information permission to retrieve the incoming and outgoing deposits and withdrawals

To add your Cex.io account to your CryptFolio, follow these steps:

Creating a Cex.io API Key

1. Log into your Cex.io account, and visit your Profile page.

2. Under the "Account Settings" menu, select "API".

3. Here you can create a new API Key. Make sure that only the "Account balance" permission is selected, and click "Generate Key".

If you have 2FA enabled, then you will need to enter in a new 2FA code to create the API Key.

NOTE: You must not enable any other permissions. Otherwise, if somebody accesses your CryptFolio account, they may be able to make