Updates

  • Deprecated exchanges

    Jevon Wright · 0 · Posted

    Today we have released an update that now allows us to define old historical exchanges as deprecated, meaning that the exchange rates from this exchange will not be used for updating the latest market average rates, and should not be used when calculating composite rates.

    You can browse the deprecated exchanges on the Exchanges list.

  • Manual account transaction valuations

    Jevon Wright · 0 · Posted

    Today we have released an update allowing you to manually specify a valuation for a transaction. If you know the value of a purchase or sale, then you can specify this valuation by editing the transaction directly.

    If a transaction has a manual valuation and a corresponding type, then this valuation will be used in all of your inventory reports, rather than a calculated composite rate for each date, but otherwise work identically to other your other transactions.

  • Configurable periods for FIFO reports

    Jevon Wright · 0 · Posted

    Today we have released some improvements to our FIFO reporting tools.

    You are now able to select a period for each FIFO report, allowing you to generate a report for any financial year or reporting period. The layout of each report has also been improved. Note that only paid users can access more than 12 months of historical tax reports.

    You can also now access your balances from the top bar by clicking on your balances count. This is a count of all the currencies in your account (including zero balances).

    Finally, you will now only see an inventory warning

  • Download charts as CSV

    Jevon Wright · 0 · Posted

    You can now download a CSV file of any of the charts in your portfolio that are in a table format, allowing you to import this data into other applications. Simply select the Gear icon and click on Download CSV.

  • Kiwi-Coin wallets and rates

    Jevon Wright · 0 · Posted

    Today we have added support for Kiwi-Coin exchange rates and wallets. We are now tracking their BTC/NZD exchange pair, and you can add your Kiwi-Coin account to your portfolio.

    Note that the Kiwi-Coin API does not provide a list of your transactions, so you will need to upload your Kiwi-Coin CSV manually.

  • Login with GitHub

    Jevon Wright · 0 · Posted

    You can now signup and login to your CryptFolio account using your GitHub account. When using GitHub to login to CryptFolio, the only information that we use is your name and your e-mail address (to pre-populate your user account). You can also add a GitHub login to your existing account by visiting Your User Profile and managing your login methods.

  • Kraken CSV importer

    Jevon Wright · 0 · Posted

    We now support the Kraken trades file format for importing transactions. Thanks to barnz3000 for the suggestion!

  • Article: End-of-year cryptocurrency returns (NZ)

    Jevon Wright · 1 · Last reply by Jevon Wright

    Today we've released another helpful article: Generating end-of-year cryptocurrency tax reports with CryptFolio. This article is intended for a NZ audience but many of the techniques and tools may apply to your own tax situation.

    Thanks to everyone in the New Zealand cryptocurrency community who have helped us put this article together!

  • Login with Facebook

    Jevon Wright · 0 · Posted

    You can now signup and login to your CryptFolio account using your Facebook account. When using Facebook to login to CryptFolio, the only information that we use is your name and your e-mail address (to pre-populate your user account).

    You can also add a Facebook login to your existing account by visiting Your Profile and managing your login methods.

  • LocalBitcoins CSV importer

    Jevon Wright · 0 · Posted

    We now support LocalBitcoins CSV file formats for importing transactions. Thanks to barnz3000 for the suggestion! We've also increased the maximum file size for uploads from 100 KB to 1 MB. If you need to upload a file larger than this, you will need to break it up into smaller files.

  • Better performance for hundreds of accounts

    Jevon Wright · 0 · Posted

    We're busy working on migrating all old user accounts to the new site, and expect this process to start before the end of the week.

    In the meantime, today we've released a series of updates that should vastly improve the performance of charts for users with hundreds of accounts in their portfolio, and generally improved the performance of the site.

  • New chart: Account Balances

    Jevon Wright · 0 · Posted

    Today we have added a new chart type: the Account Balances table. This table displays the latest balances for each of your accounts, in a particular currency. To add this new chart to your portfolio, you can add the chart manually.

  • Logarithmic scales and zero axes on charts

    Jevon Wright · 0 · Posted

    Today we have released an update giving you more options for laying out your portfolio charts.

    For most charts, you can now select to display the vertical axis with a logarithmic scale, rather than the default linear scale.

    You can also now configure charts to always display zero on the vertical axis. By default, the vertical axis dynamically changes its range based on the data shown in the chart.

    To try these new options out, select any of your charts and use the Edit menu. Thanks to YCNZ for this feature suggestion!

  • KuCoin CSV import

    Jevon Wright · 0 · Posted

    We now support KuCoin CSV file formats for importing transactions – allowing you to track your KuCoin assets until the exchange has implemented API key permissions. Thanks to YCNZ for the suggestion!

  • New chart: Balance Composition chart

    Jevon Wright · 0 · Posted

    Today we have added a new chart type: Balance Composition. This chart displays the historical balances for each of your accounts in a single currency, as opposed to all of your currencies. The chart can also be stacked, or 100% stacked, if you want to see the historical composition of a currency in your portfolio. To add this new chart to your portfolio, you can add the chart manually.

  • NiceHash support

    Jevon Wright · 0 · Posted

    Today we have added support for NiceHash mining pool accounts.

  • Cryptopia CSV import

    Jevon Wright · 0 · Posted

    We now support Cryptopia CSV file formats for importing transactions, deposits and withdrawals – allowing you to track your Cryptopia assets until a safe, read-only API is released. Check out our guide on how to add your Cryptopia accounts to CryptFolio.

  • Transaction types and balance reports

    Jevon Wright · 0 · Posted

    This week we have been making further progress on our upcoming tax reporting tools.

    You can now categorise transactions to one of three transaction types: transfer, sale, and purchase. Both our API workers and CSV imports will try to work out the transaction types for your transactions automatically, but you can change the transaction type for any transaction manually:

    Transactions now also have a new Comment field, which is available for you to use to store any sort of information about the transaction – for example, what the transaction was for, who the other party was, and/or any other information

  • Add transactions to fixed amounts, create custom accounts

    Jevon Wright · 0 · Posted

    Today we have released the ability to add historical transactions to fixed amounts, both by importing transactions through CSV, and by adding them manually.

    This also means that you can used fixed amounts to add any account or exchange, even if the exchange is not directly supported by CryptFolio. Just create a new Fixed Amount with empty balances:

    Then, by visiting the View Transactions page for that account, import the transactions for that account, in one of our supported CSV formats:

    The balances for the account will be updated with the transactions, and the account will appear and operate just

  • New chart: Portfolio Value table

    Jevon Wright · 0 · Posted

    Today we have added a new chart type: Portfolio Value. This table has the same data as Portfolio Balances, except you can select a currency, and you'll see the current value of each of your balances in that currency, and the change over the last week.

    To add this new chart to your portfolio, you can either reset your charts to their defaults, or add the chart manually.

    Thanks to cphine for the suggestion!