Every user can connect up to two different exchange accounts. If you want unlimited connections, then you can very easily do this by becoming PRO. 😎
Setting up your exchange API details is not super straightforward. It involves logging into the exchange of your choice, creating an API key & filling that data into the form - so read the following carefully.
Setting up Exchange Account Connections:
- Exchange connections are tied to individual portfolios. So first enter the portfolio you want to connect to an exchange.
- Tap the circle with the 'plus' sign and select "Connect Exchange Account" on the next page.
- Choose the exchange you would like to connect to. There are two types of exchange connections - one that we support historical transactions for and the other where we can import only the current balance due to limitations on the exchange's end.
- Once you choose an exchange you will need to fill out the form correctly. Specific instructions for an exchange are provided via the '?' icon on the top right. (Coinbase connection doesn't have a form. It will ask for authorization when you tap 'Add connection'. After authorization, tap on 'Add connection' again).
- Enter the Passphrase, Key and/or Secret as required.
- Select the appropriate options for the import. Read below for details. (Please read these carefully as the choice matters a great deal and will influence your portfolio balances).
Import withdrawals / deposits (default ON)
When on, cryptocurrency and fiat withdrawals / deposits will also be imported. Please note that disabling this option, may result in inaccurate holdings. You will need to add other exchange or wallet connections or add the counter withdrawals or deposits since we don't know where the funds are being sent to or from.
You will need to select between three import options:
- Import all transactions: Imports entire transaction history as far back as the exchange API allows us. Not all exchanges allow us to go back to the time of your first trade on that exchange. Some exchanges limit the import to the last 3, 7, or 30 days, etc.
- Import all transactions since date: Skips transactions before the specified date.
- Import new transactions only: Imports future transactions from when the connection is added. If you have already added all your past trades manually & don’t want to mess with it then this option is for you!
Please be aware that importing past transactions might heavily influence your current portfolio balances.
Remove existing transactions (default OFF)
If you select 'Import all transactions' or 'Import all transactions since date' in the previous setting, you will also have this option. This will basically delete all manually entered transactions with the particular exchange selected in the appropriate time frame. For example if you add a Binance connection with "import all transactions" and turn ON "Remove existing transactions", all your manually added Binance transactions will be removed! If you had selected "Import all transactions since date" then your manually added Binance transactions since that date will get removed. The removed transactions can be restored if and when you delete the connection.
Turn this option ON if you already have manually added transactions and want to overwrite them with the API import. This will help avoid duplicate transactions.
Notify me of future transactions (PRO)
We will send you a notification when we import a transaction from this connection. (beta)
Important Things to Note:
- Exchange account connections are not a magical one-stop solution to import all your transaction history. Not all transaction types are exposed by the exchanges. They have many limitations which are outlined here.
- The settings for 'Import withdrawals/deposit', 'Import' and 'Remove existing transactions' can only be changed on when adding a connection. Once a connection is added, they cannot be edited.
Important! Your keys are stored on your device & are never sent to the server. This is an extra layer of security which comes with one caveat: API keys data will not be recovered/transferred/synced. There’s however no need to enter the API keys on every synced device, as the trades itself will be synced.