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.

• 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.

1. Create a new Fixed Amount account (you can also add any other type of non-automatic account)

2. In the Configure page for that portfolio, open the account page by clicking Import transactions.

3. Click on the Import Transactions button to upload a new file.

4. Select the CSV file to upload, and click Upload Transactions.

If your uploaded CSV fails to import, it may be because we haven't yet implemented support for that CSV file – please let us know so we can add it.

Because the only data that you provide to CryptFolio are public addresses, and read-only APIs, it should not be possible for anyone to perform any trade or transaction with any of your currencies - as long as your account providers maintain their security as well.

For more information, check out our Security Policies.

We enforce this uniqueness in CryptFolio; we do not permit any of our tracked currencies to share a single currency code reference.

For exchanges that use differing internal codes (e.g. Kraken uses XXBT for Bitcoin BTC), CryptFolio maintains an internal code-to-currency mapping.

We also enforce that all codes must be lowercase. Special characters and/or UTF-8 codes (e.g. emoji) are fine.

In the case of a conflicting or different currency code, our policies are:

• An existing ISO4217 fiat code has priority over any cryptocurrency or token code. (e.g. ALL for Albanien lek vs ALL1 for Allion).
• For compatibility, BTC is used instead of XBT.

In the case of a conflicting code, we will instead use the code with a number affixed, in order of the currency being added to CryptFolio. For example, the Allion currency, which might otherwise have been defined as ALL, becomes ALL1.

If you find a currency or exchange pair that has been improperly defined, please let us know.

• BTC Bitcoin
• LTC Litecoin
• BCH Bitcoin Cash
• BLK BlackCoin
• DASH Dash
• DCR Decred
• DGB DigiByte
• DOGE Dogecoin
• ETC Ethereum Classic
• ETH Ethereum
• EXP Expanse
• GAME GameCredits
• LSK Lisk
• POT PotCoin
• SYS SysCoin 2.1
• VTC Vertcoin
• WAVES Waves
• XVG Verge

Alternatively, you can use your credit card to pay for your CryptFolio account, thanks to Stripe. We support:

• VISA
• Mastercard
• American Express

• Minimum account, address or offset balance stored (balance, transaction or history): 1e-9 per currency, up to 9 decimal places
• Maximum account, address or offset balance stored (balance, transaction or history): 1e+9 per currency, up to 9 decimal places
• Minimum portfolio summary stored (balance, transaction or history): 1e-9 per currency, up to 9 decimal places
• Maximum portfolio summary stored (balance, transaction or history): 1e+9 per currency, up to 9 decimal places

(This can mean that, in some cases, you may not get accurate portfolio values if you are trying to convert a high-value portfolio into a low-value currency, such as Dogecoin.)

If two transactions have the same reference, value, currency, and date, then we consider them to be the same - and we will update the transaction with any additional information available (e.g. fee).

Since different public explorers for addresses often have different times for a transaction (often differing by only a couple of seconds, based on when the explorer received and processed the transaction), we consider two address transaction dates to be the same if they are within 5 minutes of each other. Otherwise, the dates need to be within 1 second of each other.

This means that if a provider suddenly changes the reference, value, or date for a currency, you may see duplicate transactions in your account.

If you are importing transactions manually, you can configure how you'd like CryptFolio to treat missing transactions: by either leaving them (the default), or by deleting them.

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.

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 calculation take?

Generally, new job requests are completed within a few seconds, so you should only see this indicator very rarely. If you click or put your mouse over the loading spinner, you will see a message displaying how much longer you can expect the task to take to complete, based on our current load and the size of our job queue.

Free users are placed at the bottom of the priority for our job queue, so if you see this message frequently, you may want to consider upgrading your account.

Why does CryptFolio execute tasks asynchronously?

Each of the different services that we integrate with have different rate limit requirements on how often we can request data. CryptFolio does not download balances and process reports with your device, or on demand, so that we can satisfy these requirements.

Rather, new tasks are submitted to our job servers. These job servers process these requests asynchronously in a safe and balanced way, and once each task has been processed, the results are delivered to you.

(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, we follow the following algorithm to determine a transaction type:

If the transaction is a sale or a purchase, we will create the transaction as a Sale or Purchase transaction.

If the transaction is a trade, we will create two transactions: one Sale transaction, and one Purchase transaction.

If the transaction is a deposit or a withdrawal, we will create the transaction as a Transfer transaction.

If the transaction is an airdrop, we will create the transaction as an Airdrop transaction.

Otherwise, if your portfolio is configured to automatically assign transaction types, if the transaction is positive (delta > 0), we will create the transaction as a Purchase transaction; if the transaction is negative (delta < 0), we will create the transaction as a Sale transaction.

Automatic address imports

When importing a transaction for an address through one of our supported explorers, we use the following algorithm to determine a transaction type:

If we can identify two transactions within the same portfolio, using the same currency, with the same transaction reference/ID, the same delta (after fees), and within 24 hours of each other, we will assign both transactions as Transfer transactions.

Otherwise, if your portfolio is configured to automatically assign transaction types, if the transaction is positive (delta > 0), we will create the transaction as a Purchase transaction; if the transaction is negative (delta < 0), we will create the transaction as a Sale transaction.

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 KuCoin format

LocalBitcoins.com format

Poloniex format

Other formats

If you would like to import a CSV file of a different format, you have two options:

• Submit a support request with the file format to support
• Modify your CSV file to match one of the supported formats above

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 to our Terms of Use at all times.

Use Tor or proxies

You are welcome to use CryptFolio with Tor, third party proxies, or with other decentralised access networks. Note however that we may restrict Tor users from accessing the site from time to time due to network abuse.

Use an anonymous email address

You might not want to use the same email address across multiple accounts, or services – for example, you should not use the same email address for an exchange account as you use with CryptFolio.

Check out the WikiHow guide to sending anonymous email.

If you are experienced with anonymous server administration, you might want to consider setting up your own private email server.

Do not submit Personally Identifying Information

When signing up for an account, the only information that we require is your country (for tax purposes) and your IP address. For a full list of information that we collect, check out our privacy policy.

You do not need to provide your name or any other revealing information on CryptFolio. We only require an email address if you want to use features such as paid accounts, and/or automated notifications.

Use a paid CryptFolio account

Unregistered and free users may be shown advertising when visiting CryptFolio. If you have paid for an account, you will not be shown any advertising, and we will not include any advertising scripts in the pages that we are serving to you.

Pay with cryptocurrency

When paying for your CryptFolio account, consider using a cryptocurrency, and consistently use your cryptocurrency in an anonymous manner. Our payment providers support many different types of cryptocurrencies with varying levels of pseudo-anonymity.

Regularly review your personal data

(Coming soon) We provide a tool to download a copy of all of the information associated with your CryptFolio account. You can regularly download this information and review it to check for any Personally Identifable Information.

Upload fake or incomplete data

We do not do any sort of verification on your portfolio, and you are welcome to insert in as much or as little information, real and/or fake, as you would like. Note that this can impact other reports that use your information, e.g. tax reporting or profit/loss charts.

You are also welcome to share your information across multiple, independent CryptFolio accounts – for example, by having separate CryptFolio accounts for Bitcoin and Litecoin, and then accessing each of these accounts from a different device, machine or IP address.

Run your own instance

Enterprise users can download their own copy of the CryptFolio source code, and run their instance on their own servers – allowing you to control all of the information on the servers, and who can access which data. For more information, check out our Enterprise features.

Other ideas?

If you would like to share your own ideas or suggestions on using CryptFolio anonymously, please let us know!

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.

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 for the latest ticker.
• Ideally, the Exchange will also have a public API to list the historical ticker rates for that pair.
• For most exchanges, CryptFolio automatically captures new currencies as they are added.

For a currency to support addresses, it must also meet these requirements:

• There must be at least one Explorer for that currency, with a public API to retrieve the balance of an address.
• Ideally, the Explorer will also have a public API to list all transactions associated with an address.
• For example, a port of Abe is often sufficient.

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