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  • Exchange Accounts

  • Before connecting an exchange account, there are some things to be aware of.

What is an Exchange Account Connect?

An exchange connect allows us to import the transactions you made & Will make on the selected exchange.

Automatically. No manual input needed.

What data do we import?

We import trades, withdrawals and deposits. You have the option to disable importing of withdrawals and deposits if you prefer.

Does importing mess up my portfolio?

The imported transactions will always be 100% correct, but you're still responsible for making sure that the complete portfolio balance is correct. Sometimes adding some manual transactions will be needed, especially since some Exchange API's only go back a certain amount of days.

Can I go back in case of an issue?

Yes, when you set up a connect, you have the option to

'Delete existing transactions' from this exchange. When you later disconnect an exchange, the imported transactons will be deleted & you'll have the option to replace them with the manual transactions we deleted after setup.

 Where are my account keys stored?

Your read-only API keys are stored on your device and not sent to our servers at any moment. This means that when you move over to a new device, you'll have to setup your exchange connections again. This is a security precaution.

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Wallets

Before connecting a wallet, there are some things to be aware of.

What is a Wallet Import?

A Wallet Connect allows us to import transactions automatically via your public wallet address. We don't have control of your wallet in any way.

What data do we import?

We only import Transfer transactions, which includes deposits & withdrawals. The wallet doesn't import Buy & Sell transactions from decentralized exchanges.

Does importing mess up my portfolio?

The imported transactions will always be 100% correct, but you're still responsible for making sure that the complete portfolio 'picture' is correct. Sometimes adding some manual transactions will be needed, especially since we only have insight what happens on the wallet itself, not outside of it.

Can I go back in case of an issue?

You have the option to remove a Wallet Connect. Doing this will remove all imported transactions, allowing you to try it out without any risk.

What about transactions on decentralized exchanges?

As mentioned, we purely look at the transactions on the wallet itself. We don't follow the transactions that happen on decentralized exchanges. These transactions are part of the Exchange Account Connections and have to be set up separately (if we support the decentralized exchange).

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Broker Accounts

Before connecting a broker account, there are some things to be aware of.

What is a broker account connection?

An broker connection allows us to import the transactions you made & will make, on the selected broker automatically. No manual input needed.

What data do we import?

We import trades, withdrawals and deposits. The data we can import depends on the broker, and is specified when you search for it.

Does importing mess up my portfolio?

The imported transactions will always be 100% correct, but you're still responsible for making sure that the complete portfolio balance is correct. Sometimes adding some manual transactions will be needed, especially since some brokers only go back a certain amount of days.

Can I go back in case of an issue?

You have the option to remove a broker connection. Doing this will remove all imported transactions, allowing you to try it out without any risk.

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