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How to Add Transactions to Your Manual Portfolio

In this article, you will find brief instructions on how to add manual transactions.

Martha avatar
Written by Martha
Updated over 2 weeks ago

You can connect your portfolio to CoinStats automatically or add the portfolio manually.

You can create manual transactions from the Coin or Portfolio page.

Web

  • Tap the Portfolio icon in the top right

  • Select the Manual portfolio

  • Click on the Add transaction

  • Select the coin

  • Choose the transaction type

  • Add the amount

  • Choose the exchange and pair

  • Add the fee amount if needed

  • Save


Mobile

From the coin page

  • Go to the main tab

  • Select the coin you wish to add a transaction with

  • Click on the +Add transaction button

  • Create the transaction and tap Add


Portfolio screen

You can add manual transactions from your Portfolio in several ways. After selecting the Portfolio you wish to add the transaction to:

  • Click on the Add Transaction button below the chart

  • Go to History and click the + button at the bottom right corner.

To add manual transactions from other pages:

  • Tap on the + button

  • Click Add Transaction.

Follow the prompts to select the currency and create your manual transaction.

Note: if you transfer from your wallet to your exchange the total of the portfolio isn't changing as your total holdings of the coin stays the same. If you want the transfer to change the total your should record transfer to Other exchange.

Feel free to reach out to us via in-app/on-site chat in case of any questions. 🧡

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