Knowledge Base: Adding Accounts

  • Is there a risk when sharing xpub keys?

    For ease-of-use, CryptFolio supports tracking xpub (extended public key) addresses, which are long strings starting with "xpub". These keys allow CryptFolio to track all of your addresses, without you having to export and import them manually into the platform.

    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

  • How does CryptFolio add new exchanges?

    We want to add support for as many exchanges as we can to CryptFolio, with priority on exchanges that are in the highest demand, or that trade assets not supported by other exchanges.

    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
  • How do I add my GDAX/Coinbase Pro account?

    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

  • How do I add my NiceHash account?

    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

  • How do I export my Litecoin addresses from Litecoin Core?

    To export your Litecoin addresses from Litecoin Core safely, follow these steps:

    Exporting your Received Addresses as CSV

    1. Open up your Litecoin Core application.

    2. In the main menu, select File > Receiving addresses...

    3. Here you will see all of the addresses you have created to receive transactions. Click on the "Export" button to save these addresses as a CSV file.

    Uploading the CSV file to your portfolio

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

    2. Click on the "Address" button to add a collection of addresses.

    3. Select

  • How do I add my Kiwi-Coin account?

    To add your Kiwi-Coin account to your CryptFolio, follow these steps: Creating a Kiwi-Coin API Key 1. Log into your Kiwi-Coin account, and visit your Account page. 2. Visit your API page.

    3. Here you will see a list of all of your API keys. Click the Add new API-key button to create a new API key. 4. Make sure that the new API key does not have the Allow trade permission before clicking Add. 4. A new API key has now been created. You will be shown the new key and secret – you must copy the key and

  • How do I add my Cryptopia account?

    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

  • Supported External API formats

    CryptFolio supports External APIs (also known as Generic APIs) that list balances.

    The URL for the External API must be accessible over HTTP or HTTPS. If HTTPS, then the SSL certificate must be valid.

    The reported balances need to be in one of these formats:

    • A single number - the default currency for that API will be used
      • balances-text.txt example
    • A JSON file with a hash of "currency": "balance"
      • balances-json.json example
    • A JSON file with an array of { currency, balance/value } keys
      • balances-json2.json example
    • A CSV file with headers of "balance/value" and "currency"
      • balances-csv.csv example
      • balances-csv2.csv example

    If you

  • 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

  • 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

  • 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

  • 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

  • How do I add my Coinbase account?

    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!

  • How do I add my Poloniex account?

    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

  • How do I add my Kraken account?

    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

  • How do I add my Bitfinex account?

    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

  • How do I add my HitBTC account?

    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

  • How do I add my Cex.io account?

    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

  • How do I add my Binance account?

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

    Creating a Binance API Key

    1. Log into your Binance account.

    2. API keys are only available to users with 2FA enabled. Make sure that you have 2FA enabled on your account, and click the API Setting button.

    3. Create a new API key.

    4. By default, your new API key will have the unsafe "Enable Trading" permission enabled. You'll need to click on the "Edit" button, and uncheck all checkboxes except for "Read Info".

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

  • How do I add my Slush Pool account?

    To add your Slush Pool account to your CryptFolio, follow these steps:

    Creating a Slush Pool API Key

    1. Log into your Slush Pool account, and select My Account > Settings.

    2. Click on Access Tokens in the Settings submenu.

    3. You will be shown your current API Token.

    Adding the Slush Pool 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 then add a Slush Pool account.

    3. Copy your API Token (from Slush Pool) and put it into the