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.
Web
Click on the Portfolio button on the top right of the screen
Connect Portfolio
Select the CSV option
Import the CSV file
Also, sometimes, it might be the case that the exchange you want to connect to is not on the list. In such cases, you can still upload the CSV and track your holdings in that exchange.
Search Custom Exchange
Import the CSV file
Make sure to check our template
Mobile
Navigate to the Portfolio tab
Tap on the + button
Connect Portfolio
Select the exchange -> CSV
For the Custom Exchange, please follow the below steps:
Navigate to the Portfolio tab
Click on the + button
Search Custom Exchange
Import the CSV file
Feel free to reach us at support@coinstats.app in case of any questions. 🧡
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