Updates

  • Trial balances for portfolios and currencies

    Jevon Wright · 1 · Last reply by A.B. Entertainment

    Today we have released the ability to view the balances for any of your portfolios on a specific date. This is similar to Trial Balance functionality in accounting software.

    When viewing your Balances, select the Report Options dropdown, select the date that you would like to view, and click Update to refresh the report.

    You will be presented with a Balances report for your portfolio as if you had viewed the report at the start of that day.

    Note that your calculated portfolio history will only go back to the date 24 months before you originally signed up with CryptFolio.

  • Clone charts with one click

    Jevon Wright · 0 · Posted

    Today we have released a little improvement allowing you to directly clone or make a copy of a chart in your portfolio.

    Select the Options menu using the top-right gear icon, and select Make Copy. The chart will have the same properties, parameters, and technical indicators as the original chart, and will be placed at the end of your portfolio.

  • Portfolio inventory balances API

    Jevon Wright · 0 · Posted

    Today we have updated the CryptFolio API to include a read-only endpoint for viewing your inventory balances for each portfolio.

    Your inventory balances are the sum of all transactions in your portfolio, that have a transaction type of purchase or sale. In order for your tax reports to work correctly, your inventory balance should equal your portfolio balance.

    This API endpoint is identical to the information you will see if you visit your Portfolio > Balances.

    For more information about how we use transaction types to calculate your tax reports (such as FIFO), check out this article, or review the

  • Exchange rate notifications no longer include deprecated exchanges

    Jevon Wright · 0 · Posted

    Today we have released a fix so that deprecated exchanges won't be included in any exchange rate notifications that you may have set up. This should greatly improve the quality of the exchange rate notifications that you receive.

    You can browse the list of deprecated exchanges – exchanges which are no longer active, or those that generate inconsistent data – on our exchanges list.

  • CoinGecko rates now available

    Jevon Wright · 0 · Posted

    Over the last few weeks we have added support for tracking all ~17,000 exchange pairs supported by CoinGecko, and this data is now live and available for your reports. This brings our supported currencies to over 5,000!

  • Read-only API keys

    Jevon Wright · 0 · Posted

    Today we're pleased to announce that you can now access your accounts and portfolios using read-only API keys.

    API keys are another way to access your account data, without having to go through the process of creating an OAuth2 application – but you can only access the account data for your own account. If you're making an application that accesses other users' data, then using OAuth2 is much better.

    Note that if you use e.g. the ?api_key=xxx approach, your request may be logged by third-party cookies or proxies. We recommend setting the X-API-KEY header instead.

    API keys also do not

  • Cardano (ADA) addresses

    Jevon Wright · 0 · Posted

    We now support downloading the balances and transactions for Cardano (ADA) addresses, thanks to the Cardano Blockchain Explorer.

  • Live background job progress bars

    Jevon Wright · 0 · Posted

    Today we have released an update that lets you see the progress of any address or wallet that is currently being updated in the background by our servers. This is particularly useful for slow wallets, such as Binance and Bitfinex, so that you know what's going on in the background.

    When an account is being updated by our job servers, the progress will be live updated on the account page:

    You will also be able to see a summary of each updating account in your Portfolio Configure page:

    This has been released as part of our ongoing commitment to make

  • Transaction groups and related transactions

    Jevon Wright · 0 · Posted

    Today we have released an update to make it easier to categorise and link together transactions.

    We have removed the previous concept of Transaction Links, because we found that this was slowing down CSV and feed imports for large portfolios, as we would have to search over ALL transactions in your portfolio in order to find a link. Links were also directed, which could cause transactions to have transaction link cycles.

    We have instead added the ability to create Transaction Groups. You can now add transactions to any number of groups, and the groups can have custom names. For example,

  • Updating how deprecated exchanges are used

    Jevon Wright · 0 · Posted

    Today we have released a small update that changes how we select deprecated exchanges in calculating composite rates.

    Previously, we would select any deprecated exchange for any exchange date – and, since we prefer direct exchange pairs like DOGE/EUR instead of going through DOGE/BTC and BTC/EUR, deprecated exchanges (particularly Vircurex, which is still running, but essentially deprecated) would be selected – causing reports and charts to sometimes be misleading.

    With this change, we now only select deprecated exchanges if either (a) the exchange was not deprecated before the date of conversion, or (b) the exchange has been selected as one

  • Two-factor authentication

    Jevon Wright · 0 · Posted

    Today we have released a new feature: the ability to secure your account with two-factor authentication (2FA).

    Using 2FA, you can use an external device (such as Google Authenticator on your mobile phone) to generate a time-based code, which you will need to supply in order to login, using any of your login methods.

    This can vastly improve the security of your account, by ensuring that only people with access to both your login method AND your 2FA device can access your portfolios and accounts.

    To enable two-factor authentication on your account, visit Your Profile and select Enable two-factor authentication.

  • New designs for historical data

    Jevon Wright · 0 · Posted

    Today we've released a better user interface and design for our historical data pages – our supported currencies, and our supported exchanges (and their exchange pairs). The pages are now cleaner, faster, and easier to read.

    As part of this update we've also improved the accessibility of our historical data on mobile, and improved site performance.

  • Portfolio sharing

    Jevon Wright · 0 · Posted

    Today we have released a new feature available for free to all of our users: the ability to share your portfolio charts with others. This is a read-only view of your charts, without access to the individual accounts or transactions that make up your reports.

    In order to share your portfolio, you need to enable portfolio sharing on the portfolio, and then share the public link. Note that anyone with the link will be able to view your portfolio.

    We've also added a demo portfolio, using this same functionality, that shows off some of CryptFolio's portfolio reporting features.

  • Android and iOS beta apps live

    Jevon Wright · 0 · Posted

    Today we've pushed our first Android and iOS apps to our beta testers. If you've got an Android and/or iOS device, and you'd like to gain access to new app features before anyone else, sign up to become a mobile app tester.

  • Import Poloniex CSV

    Jevon Wright · 0 · Posted

    We now support the Poloniex CSV format for importing transactions.

    Thanks to Andrew H for the suggestion and help in getting this feature live!

  • Bug Bounty programme live

    Jevon Wright · 0 · Posted

    Our Bug Bounty programme is now live.

    If you have found a bug or vulnerability in our software systems or platform which puts either the availability of our systems or the data of our users at risk, we would like to know about it, and we are willing to provide a bounty reward, so that we can improve the security of our systems in a safe and responsible manner.

  • Direct support for paid users

    Jevon Wright · 0 · Posted

    Today we've released a small improvement allowing paid users to directly request support while logged into cryptfolio.com. Paid users have access to direct email support, eight hours a day, five days a week.

    Simply select Get Support when logged into your account, and you'll be taken to a form to send through a support enquiry to our support team:

    We also accept paid support requests through email, and through our support site, so you're able to use the platform you're most comfortable with.

  • Extended public keys (xpub) support for Bitcoin

    Jevon Wright · 0 · Posted

    Today we have released an update to support extended public keys (xpub) for Bitcoin.

    These keys start with "xpub", and allow CryptFolio to track all of your addresses, without you having to export and import them manually into the platform. Many wallets already support exporting your xpub addresses.

    However there are some additional privacy and security risks you should be aware of before adding your xpub addresses to CryptFolio. See this article for more information.

    To add your xpub addresses to CryptFolio, add a new Bitcoin address to one of your portfolios, using your xpub key as the address:

  • Updated privacy policy

    Jevon Wright · 0 · Posted

    We have updated our privacy policy to include what information we will share if you choose to use one of our upcoming mobile apps. The rest of the privacy policy has not changed.

  • Mobile app alpha

    Jevon Wright · 0 · Posted

    Over the last week we've been hard at work on our upcoming CryptFolio mobile app, targeting both Android and iOS, and we're hoping to get the app out within the next month. Using our app you'll be able to manage and view your portfolio across all of your devices with a single login – across all of your mobile, tablet, and desktop devices.

    If you would like to be a beta tester for the mobile app, please get in touch!