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How to Track Your Crypto Holdings by Importing a CSV File of Your Exchange Accounts' Transaction History
How to Track Your Crypto Holdings by Importing a CSV File of Your Exchange Accounts' Transaction History

Here you will find the steps on how to import a CSV to track your exchange account for which CoinStats doesn't support auto-sync yet.

Martha avatar
Written by Martha
Updated over a year ago

If you wish to track all your crypto holdings in an exchange account, you can use our CSV import feature aside from manual input for more easiness and to ensure that all of the transactions are included. In this case, the imported data will be shown as a manual portfolio.

To import a CSV, go to the Portfolio section in the mobile app and the Portfolio tracker section in the web app and search for the exchange account you want to connect. Also, sometimes it might be the case that the exchange you want to connect is not on the list. In such cases, you can still upload the CSV and track your holdings in that exchange.

  • Please search for the Custom Exchange and tap on it.

  • Click CSV from the top, as described in the above paragraph, and download the CoinStats CSV template to fill it with your transaction history.

  • Add your transaction history to the CoinStats CSV template and import it by clicking Import CSV.

  • Then simply connect/submit it. 🤩


Web

Mobile

Feel free to reach us at support@coinstats.app in case of any questions. 🧡

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