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. If you need to view history further back, you will need to upgrade your plan.

You can also view the individual account balances that make up the portfolio balances on a specific date as well. When viewing the Currency Balances report for a given currency, select the Report Options dropdown,  select the date you would like to view, and click Update to refresh the report.

Thanks to Andrew for the suggestion!

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.

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 updated API documentation.

You can browse the list of deprecated exchanges – exchanges which are no longer active, or those that generate inconsistent data – on our exchanges list.

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 let you create, modify, or delete any of your portfolios or accounts. You must use OAuth2 for this for security purposes.

To create API keys for your portfolio, visit Your Profile and select "API keys".

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 CryptFolio charts and reports load and update faster.

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, two Purchase and Sale transactions can be grouped together as a single Transaction Group, making it easier to browse your portfolio transactions.

For most CSV and feed imports, we will automatically create transaction groups for associated transactions. Any transactions within a transaction group will have a "link" icon next to its reference.

As part of Transaction Groups, we've also improved the interface to identify transactions to add to groups. When Editing a transaction group, you can filter transactions by type, currency, and with a search string.

We have also added a new section to every transaction page, Related Transactions, which uses the same logic as before to suggest transactions that might be related to another transaction.

That is, for account transactions, transactions belonging to the same account, that have the same reference, similar values (less fees), and similar dates (within 5 minutes); and for address transactions, transactions belonging to any address, that have the same reference, similar values (less fees), and similar dates (within 24 hours).

To access these new features, visit your list of Transactions, and open up any of your transactions in your Portfolio.

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 of your preferred exchanges.

This change will have little impact to most of our users, but should improve the quality of the reports for some more unusual situations.

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.

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

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.

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

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.

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:

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