Frequently Asked Questions

  • 3

    What is an exchange?

    Jevon Wright · 1 · Last reply by Hamza Ellouza

    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

  • 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

  • 2

    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 account to

  • 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

    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 account to your portfolio by clicking on the Address button when configuring it.

  • 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 a fixed amount?

    Jevon Wright · 0 · Posted

    In the context of CryptFolio, a fixed amount is a 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 manually.

  • 1

    What is a reporting currency?

    Jevon Wright · 0 · Posted

    As CryptFolio supports over 2400 different currencies, we have implemented reporting currencies as a way to improve the user experience, by allowing you to define what currencies you're actually interested in.

    A reporting currency is a specific currency that you are interested in. Reporting currencies differ from the other 2400+ currencies supported by CryptFolio in the following ways:

    • These are the currencies used to generate historical chart data for your portfolio.
    • These currencies are displayed in the top ticker area of your portfolio (desktop/mobile only).
    • These currencies are used for exchange rate and portfolio value notifications.
    • These currencies can be
  • 1


    Ray Watson · 1 · Last reply by Jevon Wright

    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

    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

  • 0

    What is an account?

    Jevon Wright · 0 · Posted

    In CryptFolio, an account is one distinct collection of funds in your portfolio. Each account has their own balances, transactions, and histories.

    To help you quickly set up your new portfolio, we help you with setting up many different types of accounts:

    • Addresses, similar to bank accounts for cryptocurrencies
    • Exchanges, services where you can trade assets
    • Mining pools, services where many users "mine" for cryptocurrencies
    • External API, a third-party service to return data
    • Fixed amounts, custom or imported balances and transactions

    Each of your portfolios can have multiple accounts.

    Adding accounts

    To add a new account to your portfolio, follow

  • 0

    Why does CryptFolio not support trading?

    Jevon Wright · 0 · Posted

    The main CryptFolio platform is not designed to support trading within the app; this is a strategic decision.

    If we were to support any form of automated trading, we would need to comply with many more international laws and regulations:

    1. Under New Zealand law we would have to register as a Financial Service Provider;
    2. We would need to register under similar acts and regulations within each international market; and
    3. As a user, you would need to submit AML/KYC documentation for every CryptFolio account.

    We would also need to stop following our read-only API policy, which could expose your portfolio to

  • 0

    What does "read-only" mean?

    Jevon Wright · 1 · Last reply by james621lara

    On CryptFolio, we only support addresses, account and APIs that permit read-only functionality.

    Read-only means that with all of the data that you provide to CryptFolio, it should not be possible for anyone to perform any trade, transaction, or withdrawal with any of your currencies - as long as your account providers maintain their security as well.

    This also means that in the unlikely case of somebody gaining access to your account, they won't be able to use the information you provide in CryptFolio to make any trade, transaction, or withdrawal.

    When you decide to add an API key to