New Questions

  • 1


    Ray Watson · 0 · Posted

    Hello Jevon .. do you respond to email? I have just joined up with Cryptfolio and wanted to know a little more about the company. How many employees? How long has the company been going? Do you have an "about" page on your website? I was thinking of signing up with but then saw your site and I am trying to compare the two. I would sign up with cryptfolio if I thought I was going to get a more specifically NZ targeted help desk, and good support.

    Cheers! Ray

    PS I didn't really want this to be a

  • 1

    How do I upload a new CSV file?

    Jevon Wright · 0 · Posted

    To upload a new CSV file to a CryptFolio account, follow these four steps:

    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.

  • 1

    How are market average rates calculated?

    Jevon Wright · 0 · Posted

    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.

  • 1

    Where can I buy Bitcoin?

    Jevon Wright · 0 · Posted

    CryptFolio is not a platform to buy, sell or trade Bitcoin or other cryptocurrencies – once you have some cryptocurrency, though, you can use CryptFolio to keep track of it!

    However here are some great sites and services where you can buy cryptocurrencies:

    New Zealand

    • Easy Crypto
    • MyCryptoSaver


    • Coinbase
  • 1

    How are new transactions merged into existing transactions?

    Jevon Wright · 0 · Posted

    When CryptFolio updates one of your accounts or addresses automatically, through an API key or public address, we update existing transactions, and leave other transactions alone.

    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

  • 1

    How does CryptFolio add new exchanges?

    Jevon Wright · 0 · Posted

    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
  • 1

    What technical indicators are supported?

    Jevon Wright · 0 · Posted

    CryptFolio currently supports these technical indicators on the charts in your portfolio:

    • 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.

  • 2

    Are API imports limited to last 50 transactions?

    cphine · 2 · Last reply by Jevon Wright

    Hi. I have been desperately looking for a non-phone app Cryptocurrency portfolio tracker that allows the import of previous trades from major exchanges.  I don't see where CSV files from those exchanges can be uploaded, so I created the necessary API keys in hopes they would work.  My Bittrex API is still "loading" after 15 hours, but since I'm just trying to test on a free account this may be normal. I have noticed that when I view the transactions that are already uploaded from Binance and Coinbase, the screen seems to be limited to only the most recent 50

  • 1

    What IP address should I restrict API keys to?

    Jevon Wright · 0 · Posted

    We do not suggest that you use an IP address filter for API keys that you create and share with CryptFolio.

    At any time we may change the IP address(es) of our jobs servers, and in such a situation you will need to manually log into each of your external accounts and change the IP address associated to that API key. Since we only use read-only API keys, you should not be exposed to any financial risk when we change our job server IP addresses.

    Currently we have one job server IP, and you may use this to restrict API

  • 1

    What is an external API?

    Jevon Wright · 0 · Posted

    An external API is a third-party service which provides balances and/or transaction data, that can be used in other applications. API stands for "Application Programming Interface".

    Using external APIs, you can develop your own web services to expose your financial data, without needing to provide CryptFolio with any of your own credentials.

    For example, you could specify an external API "", which returns the number "1.0" - signifying that you want to add 1.0 BTC to your portfolio.

    The technical specifications for the range of supported External API formats is now available.

    You can add an External API to your

  • 1

    What is a fixed amount?

    Jevon Wright · 0 · Posted

    In the context of CryptFolio, a fixed amount is a single set of currencies, each with their own balances.

    For example, you might wish to create a fixed amount for savings that you are holding on a device that you don't wish to disclose, by creating the following record in your portfolio:

    You can also used fixed amounts to add any account or exchange to your portfolio, even if the exchange is not directly supported by CryptFolio.

    By default, a fixed amount will have no transactions. You can import transactions for the account through CSV, or by editing the transactions

  • 1

    What is a mining pool?

    Jevon Wright · 0 · Posted

    A mining pool is a service where many users "pool" their resources together to "mine" for cryptocurrencies.

    Most cryptocurrencies are so difficult to solve ("mining", which is essentially solving the equations necessary to secure the blockchain and include its transactions) that for smaller participants, it's more realistic to share their resources together, and then for the mining pool to split the rewards out based on the effort each participant executed.

    Many mining pools will also provide cryptocurrency wallets for their users, to allow you to accumulate your earnings out over many different blocks and send the rewards in a single

  • 1

    What is an exchange?

    Jevon Wright · 0 · Posted

    An exchange is a service, usually a website, where users can trade their assets. Sometimes these trades are completed by matching open "buy" orders to open "sell" orders, and sometimes this is done by a service for a predetermined price.

    For example, you can use an exchange to trade your Bitcoin (BTC) for Litecoin (LTC), or vice versa. On some exchanges, you can exchange cryptocurrency for fiat currencies; for example, trading your US dollars (USD) for Bitcoin (BTC).

    Often you will be restricted to opening a single account on each exchange. Most exchanges will provide you with at least one

  • 1

    What is an address?

    Jevon Wright · 0 · Posted

    An address is a unique identifier, generally between 24-64 characters, that represents a possible destination for a cryptocurrency transaction. It is similar to a bank account number, in that you can have many bank accounts – each with their own balances and transactions.

    Addresses can be generated for free with your wallet software, and there is no practical limit to the number of addresses that you can control.

    Often different currencies will differentiate their addresses with a different leading character, for example:

    You can add an Address to your portfolio by clicking on the Address button when configuring it.


  • 1

    How does CryptFolio deal with conflicting currency codes?

    Jevon Wright · 0 · Posted

    Most currencies, whether cryptocurrency or fiat, have unique codes (e.g. "BTC", "LTC") across all wallets and exchanges.

    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
  • 1

    What methods can I use to purchase an account?

    Jevon Wright · 0 · Posted

    As at 3 February 2018, you can use the following cryptocurrencies to pay for your CryptFolio account, thanks to

    • 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
  • 0

    How does CryptFolio add new wallets?

    Jevon Wright · 0 · Posted

    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

  • 1

    What does it mean when a chart is "loading"?

    Jevon Wright · 0 · Posted

    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

  • 1

    What are the numeric limitations of CryptFolio?

    Jevon Wright · 0 · Posted

    Other than the plan limits imposed by your current subscription level, all accounts in CryptFolio have the following limits:

    • 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

  • 0

    Can anyone ever access my funds?

    Jevon Wright · 0 · Posted

    Not through CryptFolio.

    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.