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 email address if you are using it to login with email/password.

• Simple Moving Average (SMA)
• Exponential Moving Average (EMA)
• Relative Strength Index (RSI)
• Bollinger Bands

To add a technical indicator to a chart in your portfolio, Edit the chart, and select Advanced Options to view the available indicators.

CryptFolio provides a FIFO report to help you complete end-of-year tax returns for countries and situations where you are treating cryptocurrency as inventory. The FIFO report for a particular currency can be accessed through your Inventory reports, and is broken up into three sections.

For a tutorial on how you can use FIFO reporting to calculate your end-of-year cryptocurrency NZ tax reports, check out our Medium article.

Accessing your FIFO report

You access your inventory report through your inventory report for a given currency.

1. Visit the portfolio that you wish to view the inventory for, and click on the Balances link in the top right of your portfolio.

2. Select the Inventory link for the currency you wish to view.

3. Click on the FIFO report button in your inventory report.

Outstanding Purchases (Inventory)

Outstanding Purchases (Inventory) describes all of the currency you have ever purchased (i.e. categorised as a Purchase, Mining, or Airdrop transaction), the price (and value) at purchase, and how much of it has been sold (and thus its remaining value). Each inventory item has a unique ID (e.g. “#3”).

Completed Sales

Completed Sales shows all of the taxable events (i.e. transactions categorised as a Sale transaction) for this currency.

For each transaction, CryptFolio calculates the value of the transaction, using a composite rate on that date. The initial price (and value) of the inventory sold is also listed (calculated with FIFO, e.g. “#3”).

With all of this information, the realised gain can then be calculated for each transaction, based on the value of the currency at the time that you purchased that currency.

The highlighted value is the total realised gain for all of your transactions in the listed time period – which can then be used in tax returns.

Unrealised Gains (Inventory)

Finally, Unrealised Gains (Inventory) shows you all of the currency you have ever purchased that has not been completely sold, and along with the current value of each currency, you can see your unrealised gains  – i.e. how much gain (or loss) you could realise if you were to sell all of your currency (inventory) at the time of report.

Exporting reports

Once you have completed your reports, you're able to download them in CSV format or PDF format – suitable for importing into third-party software (such as Xero), and these reports can be stored as part of your record keeping process.

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.

However, please be aware that providing your third party to any third party (including CryptFolio) can introduce additional risks.

Theoretically, by sharing your extended public key (xpub), the recipient can obtain all of your current – and future – wallet public keys and addresses, and identify and view all of your historical transactions. This can have privacy implications, if you are trying to remain anonymous with your cryptocurrency transactions.

Additionally, if the recipient ever obtains a single private key from your wallet, they will be able to obtain all of your private keys and take your funds.

However, as long as you always keep your private keys safe, your funds will be remain safe.

For more information, see these discussion threads:

• Risks of sharing an Extended Public Key (Bitcoin.it)
• What is an xpub address? (Reddit)

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 you regenerate the public URL for your charts, any old links will no longer be valid.
• At all times, shared portfolios must adhere to our terms of service. Failing to adhere to our terms of service may result in your account being suspended.

A demo portfolio.

Information that may be displayed

• Any technical indicators applied to each chart.
• The title of each of your portfolio addresses, or the raw address if no title is set.
• The title of each of your accounts.
• The reporting currencies of the portfolio, and their latest exchange rates.
• The number of currencies, balances, and transactions in your portfolio.

Information that will not be displayed

• Any keys or secrets associated with your accounts.
• Individual account history or transactions (unless this is already in one of the charts).
• Specific details on portfolio balances or inventory.

Making your portfolio public

You can only change the sharing of a portfolio that has been created and saved. To make one of your existing portfolios public, follow these steps:

1. Find the portfolio that you wish to configure, and select the Edit button. You can access all of your existing portfolios through Manage Portfolios.

2. Expand the Sharing block to see sharing options.

3. Click Turn on sharing.

4. The portfolio will be assigned a shareable URL, and made public. Anyone with that URL will be able to view your portfolio charts.

Making your portfolio private

You can only change the sharing of a portfolio that has already been created. To make your portfolio public, follow these steps:

1. Find the portfolio that you wish to configure, and select the Edit button. You can access all of your existing portfolios through Manage Portfolios.

2. Expand the Sharing block to see sharing options.

3. Click Turn off sharing.

4. The portfolio will no longer be accessible by anyone with the URL. Any active sessions pointing to the portfolio will no longer load, and any active charts will not refresh.

In order to integrate an exchange into CryptFolio, the requirements are:

• The exchange must have an API to fetch the last trade for an exchange pair, and its 24 hour trading volume.
• The exchange should have an API to list all of the supported currencies and exchange pairs.
• The exchange should have a single API to list ALL supported exchange pairs and their last trades and 24 hour trading volumes.
• If you hold users funds, you may also want to be listed as a wallet on CryptFolio, so that your users can track their balances and transactions on our platform.

We will not support exchanges that are inherently insecure, cannot provide read-only credentials, or could expose any of our users private information. More information about this principle is listed in Our Security Policies.

If you would like CryptFolio to support an exchange that meets these requirements, or to vote on one already suggested, you can Share your Idea.

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.

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 will receive a final email confirming that your account has been deleted.

This action is not reversible, but you may be able to request for your account to be re-migrated.

• 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.
• Transfer: Transferring currency between accounts, wallets, or addresses. This is not considered a taxable event.
• None: for anything that hasn’t been categorised. These transactions will be not be included in your inventory reports.

By default, the daily rate for the currency is used to value the transaction for your inventory and FIFO reports, but you can also set the valuation manually – for example, to capture the actual costs incurred in mining, obtaining the airdrop, or as otherwise required by your accounting method.

If you’ve added your accounts to your portfolio through API integrations or supported CSV uploads, then most of your transactions should be automatically categorised into one of these existing types.

You can change the transaction type of any of your transactions by editing the transaction.

• 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 case, we will regularly update the account on demand, and fetch new balances (rather than transactions). These balances will then be saved as histories for the account, and these histories will be used to render your portfolio charts.

This does not apply to accounts that are not configured to automatically update.

Fixed amounts

If an account is a fixed amount, and has no transactions, then we will assume that the balances for that account will apply on all dates in a chart period.

Tax reports

CryptFolio cannot use histories to generate tax reports; tax reports can only be created for wallets that return transactions.

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 wallet service should also have an API to list the historical transactions made by a given user.
• If your service also supports trading different assets or currencies (i.e. you're also an exchange), you may also want to be listed as an exchange on CryptFolio.

We will not support services or applications that are inherently insecure, cannot provide read-only credentials, or could expose any of our users private information. More information about this principle is listed in Our Security Policies.

If you would like CryptFolio to support a service that meets these requirements, or to vote on one already suggested, you can Share your Idea.

Existing valuation

If a transaction has a valuation defined manually, then that value in that valuation currency will be used (and converted through a composite rate if necessary). Otherwise, the value is calculated using a composite rate, as defined below.

What pairs are used?

By default, we use the following priority, to calculate a composite rate for any two given currencies.

1. Identical currencies
   • If we are looking to convert BTC to BTC, then we assert that the exchange rate is identity (1.0).
2. A direct currency to currency rate
   • If we are looking to convert BTC to NZD, and we have an exchange rate on that date for that currency pair (for any exchange), we will prefer to use that exchange rate, rather than going through a third party currency.
   • We remove any exchange pairs from exchanges that are deprecated on the given date, AND are not selected as a preferred exchange.
   • We order the remaining exchange pairs, and select the first exchange that matches:
     • Exchange pairs from a preferred exchange for that portfolio;
     • Exchange pairs from exchanges that are not deprecated (to encourage consistency);
     • And finally, by exchange pairs with the longest available data (the difference between earliest and latest rate).
3. A direct currency to currency (inverse) rate
   • If we are looking to convert BTC to NZD, and we have an exchange that provides NZD to BTC, we calculate the BTC/NZD exchange rate as the inverse of the NZD/BTC rate.
   • We remove any exchange pairs from exchanges that are deprecated on the given date, AND are not selected as a preferred exchange.
   • We order the remaining exchange pairs, and select the first exchange that matches:
     • Exchange pairs from a preferred exchange for that portfolio;
     • Exchange pairs from exchanges that are not deprecated (to encourage consistency);
     • And finally, by exchange pairs with the longest available data (the difference between earliest and latest rate).
4. Through intermediary currencies
   • If we do not have a direct exchange rate, then we calculate the exchange rate by composing different exchange rates together, using the shortest route that we can find through any number of intermediary currencies, using steps 1-3 above.
   • a) Fiat-to-fiat
     • If both exchange currencies are fiat currencies, then we will only use US Dollar (USD) and/or Euro (EUR) as intermediary currencies (in that order). This is to reduce volatility incurred when going through cryptocurrency exchanges.
   • b) Cryptocurrencies
     • Otherwise, if only one (or none) of the exchange currencies are fiat currencies, then we will use Bitcoin (BTC), Ethereum (ETH), US Dollar (USD), or Euro (EUR), as intermediate currencies.
5. Gaps in data
   • Finally, if we are missing exchange data for a given date, but we usually have exchange rate data for that pair, then we will use the next available rate in date descending order.
   • For example, if we are looking for EUR/NZD on 26 May, but we do not have data for that date, then we will use the the exchange rate on 25 May, or 24 May, etc.
   • If we still do not have an available rate, but we have an exchange with data up to one week before the requested date, then we will use the latest rate within the last week. This is necessary to handle fiat currencies, which often do not publish exchange rates for 24 hours or over weekends.
6. No data
   1. If we have gone through all of these steps and still cannot find a composite exchange rate, we will declare the currencies can not be converted.

What time is used for a rate?

For latest conversions, CryptFolio will use the last rate for that exchange pair.

For conversions at a given time, we can calculate composite rates on a daily basis, using the closing rate (close) as at 23:59:59 UTC on that day.

For our inventory reports, we calculate balances as at 00:00 UTC for each day, as most existing financial software and processes expect exchange rates to be calculated only once per day.

In the future, CryptFolio will provide paid users with options for accessing higher-resolution conversions.

Do conversions consider the depth of the order book?

No, only the raw closing price is used, and the available volume is not considered. If you need to consider the depth of order books – for example, your portfolio value is extremely high, and you have regulatory or financial requirements for this additional resolution – please get in touch.

Examples

To illustrate this behaviour, consider a date 2017-01-01 which has the following exchange rates available:

We would calculate the following composite rates, according to the rules above:

Configuring this behaviour

For any composite rate used on CryptFolio, you can view which exchanges were used to calculate the rate, by clicking on the (?) next to the rate:

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.

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.

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 be shown your API Secret. It is very important that you copy this before closing the dialog, because the secret will not be shown again.

4. You will now have your GDAX/Coinbase Pro API Key, API Secret, and API Passphrase, ready to put into CryptFolio.

Adding the GDAX/CoinbasePro API key to your portfolio

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

2. Click on the "Exchange" button to add a new GDAX/Coinbase Pro account, and select the GDAX option.

3. Enter in your GDAX/Coinbase Pro API Key, API Secret, and API Passphrase.

4. Click "Add Account". CryptFolio will now download the balances from your GDAX/Coinbase Pro account.

5. You're done!

This table displays the latest balances for each currency in your portfolio, and the value of those balances in a particular currency. 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 into a balance for that currency. The value of that balance is then calculated for right now, and for one week ago. This weekly change of the value is also included.

If you are looking for a table that just displays the balances without any conversions, consider the Portfolio Balances chart. If you are looking for a table that displays the value of your entire portfolio for all of your reporting currencies, consider the Portfolio Converted Value table.

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 your portfolio

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

2. Click on the "Pool" button to add a new NiceHash account, and select the NiceHash mining pool option.

3. Enter in your NiceHash API ID (as the Customer ID), and your ReadOnly API Key.

4. Click "Add Account". CryptFolio will now download the balances from your NiceHash account.

5. You're done!

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 your old account did not have an e-mail address, then we will need to migrate your account manually. Please get in touch with support ASAP with as much information about your account as you have.

Logging in

If you previously logged in with OAuth2, then that same login will continue to work. If you logged in with a password, then you will need to reset your password before you can login again. At this time we do not support other OpenID logins. (Note: GitHub and Facebook login is coming soon.)

If you had multiple login methods registered to your previous account, they will all be migrated to your new account, and can be managed in your profile. None of your existing login methods will be reset.

Portfolios

The old site only supported a single portfolio, across multiple pages. Most users only had a single page in their account.

When migrating, we will create a new Portfolio for each of your old pages, and add all of the addresses, accounts, offsets and notifications to each of your pages. At any time you can manage your migrated pages through your Portfolios page.

Accounts

For accounts that we continue to support, your account will be re-created on the new site (including its title, key, secrets, and other credentials), and should continue to operate as normal. We support all of the addresses (and currencies) on the old site, with the exception of Cex.io GHS, which is no longer actively tradeable.

For accounts that we no longer support, we will add the account as a fixed amount (offset), using the most recent

If the account had been disabled on the old site, then we will turn the account (or offset) to not automatically update.

The new site now tracks historical transactions, rather than balances, for almost all accounts and addresses – so in most cases you should be getting higher resolution data, and access to some of our tax reporting tools.

Miners and securities

At this time, we do not support tracking hashrates or individual securities on portfolios. If this is an important feature for you, please get in touch.

Charts

The vast majority of charts on your portfolio pages will be migrated over automatically, into our new collection of powerful charts.

In some cases, we have merged chart types together into a single chart. After this merging process, any duplicate charts are ignored.

Some charts are not supported at this time (charts only converting cryptocurrencies, securities charts, and charts showing hashrates) and will not be migrated. If a chart referred to an exchange pair that is no longer supported (such as Cex.io GHS), the chart will not be migrated.

Premium accounts

If you currently have an active old.cryptfolio.com subscription, then your subscription will be copied over to the new site under the Premium plan, with the same expiry date. The new Premium plan has lots more features than the old.cryptfolio.com premium plan – so enjoy your new functionality!

If you previously had a premium account, but your premium subscription had since expired, then your old account may still have been using features that required a paid account; you'll be able to browse the historical data as normal, but if you need to update your accounts or charts, you may need to subscribe in order to get under your pricing plan limits. If you're having difficulty updating your portfolios to come under these limits, please get in touch.

Survey users

If you have filled out the User Survey form, you will also be credited with one month of Premium as soon as you login. Your account will also gain the exclusive Supporter tag.

Adopter tag

If you had an old.cryptfolio.com account, your new account will have the exclusive Adopter tag, to say thanks for helping us grow and get to where we are today. You'll also be able to enjoy a permanent 10% discount on all future subscriptions to our platform.

Any issues?

We have extensively tested the migration and the new site over the last six months and we are confident that the new architecture will hold up well. There are bound to be some weird bugs or unexpected use cases, and if you find one of these, please let us know.

Over the next 90 days, you are welcome to play around with your imported account, and check that everything has been migrated and loaded correctly. We have the ability to re-migrate your user account if necessary – if this is the case, get in touch and we'll be able to delete and/or re-migrate your account.

Currently CryptFolio only supports a single inventory method (FIFO), but in the future we will support other inventory calculation methods. From the Inventory report you can access your Balances report or the FIFO report for your portfolio.

Accessing your Inventory report

You access your inventory report through your balances report.

1. Visit the portfolio that you wish to view the inventory for, and click on the Balances link in the top right of your portfolio.

2. Select the Inventory link for the currency you wish to view.

Calculation

The inventory for a currency, is a sum of all of the transactions in each of your portfolio accounts in that currency, that have a transaction type specified.

For example, if you had one accounts with the following transactions:

The inventory balance would be 1.0 - 0.5 = 0.5 BTC, because transaction #3 would not be included in the inventory.

Fields

For each of the transactions in your portfolio, that are denominated to the report currency, the following fields are displayed:

For any composite rate, you can view which exchanges were used to calculate the rate, by clicking on the (?) next to the rate: