Whether you’re just starting to trade cryptocurrencies on one exchange or frequently trade a variety of cryptocurrencies on multiple exchanges, being able to easily track everything can help take your portfolio game to the next level.

The first thing you’ll need to do to begin tracking like a pro is to import all your trades and portfolios into one place. Fortunately, CoinTracking has three ways to help you enter all your trades, each one based on your personal preference or available options for each exchange.

How-To Enter Coins on CoinTracking

Once you’ve created your free CoinTracking account, there are three ways to enter your trades:

  1. Entering coins manually on the Enter Coins page.
  2. Upload transactions as files from exchanges and hardware wallets.
  3. Automatic API imports from exchanges and coin wallets on a Pro or Unlimited account.

Entering Coins Manually

Entering cryptocurrencies manually allows you to enter the value and relevant information for a coin purchase on your own. Just provide the number of coins, the buy currency, the price, the sell currency, the fee (if applicable) and the exact time and date of purchase.  

For example, if you bought 2 BTC for $500 USD on June 1st, 2018 and paid an additional $5 USD in fees, then on the Enter Coins page, you would enter:

  • Buy 2
  • Buy Currency: BTC
  • Sell: 505
  • Sell Currency: USD
  • Fee: 5
  • Fee Currency: USD
  • Date: 2018-06-01
  • Time: 10:35

For more information about entering the fee manually for the different transaction types view instructions from CoinTracking’s Customer Support.

Upload Trades from Exchanges via a File

Uploading trades from Exchanges is a quick and simple way to import accurate data about trades you purchased on Exchanges. CoinTracking integrates with many well-known Exchanges, and the site allows you to upload transactions from those Exchanges. Here’s how you do it:

  • Step 1: Go to the Enter Coins page and scroll to the bottom
  • Step 2: In the “Upload Trades from Exchanges Section”, click the logo for the trade Exchange you purchased the coins on. A new page will open that provides additional instructions on how to upload your trades. Be aware of the possible limitations of the files as shown in the table on the right. Alternatively you can go to the drop down under Enter Coins – Exchange Imports and select your exchange.
  • Step 3: Follow the instructions, and the coins will be imported into your Trade Table.

When you upload transactions from Exchanges, the Exchange will be noted in the exchange tab of the transaction information. This allows you to easily search or sort for that specific Exchange in the reports and tables. In addition the exchange and its balance will be listed on the Balance by Exchange page.

Automatic API Imports

Automatic API imports are the simplest way to make sure cryptocurrencies you purchase on an exchange populate into your CoinTracking Trade Table. Once you set up an API, when you purchase coins on the Exchange, the data will automatically populate in your Trade Table with the daily API check. Here’s how to set up an automatic API import:

  • Step 1: Go to the Enter Coins page.
  • Step 2: Scroll down to the “Automatic API Importer” section.
  • Step 3: Select the logo of the Exchange you want to use. This will launch the API page for the Exchange. Alternatively you can go to the drop down under Enter Coins – Exchange API Imports and select your exchange
  • Step 4: On this page, enter the required information and pay attention to the possible limitations of the API.

You’re all set. Any cryptocurrency purchases you make on that exchange will now automatically populate in your Trade Table. If one daily import is not enough for you, you can click on “Check Now” on the API import page up to once an hour in addition for extra imports.

Whichever method you choose for entering trades, CoinTracking allows you to quickly and easily view, edit, and track all your trades once you’ve entered them.

Go to the Enter Coins page, and start entering your trades!