Manual addition
If you don't want to connect your crypto platforms (or if they are not yet available), you can go through the manual addition.
Click Add assets, accessible from every page
Select the Crypto category
Select Manual entry, then search for your crypto
Enter the Quantity and the Buying price
Click Submit to add it. Your cryptos will now be counted in Portfolio.
You can modify the different lines by clicking on the 3 points at the end of the line.
Synchronization of an Exchange account
Synchronization allows you to import your positions on different platforms effortlessly. Whether you are buying or selling positions, your account will always be up to date. We are currently connected to the following platforms: Coinbase, Coinbase Pro, Kraken, Binance, Bitstamp, Bitpanda, and Meria.
ℹ️ The connection via API key or OAuth is perfectly secure: Finary never has access to your credentials and only has "read" access. You can revoke access to your crypto platforms at any time.
Platforms available only via file import
Some platforms don't offer an automatic connection: they have no public API, no real-time synchronization, and no reconnection. This is the case for Crypto.com and Swissborg.
For these platforms, you add your positions by importing a transaction file exported from the platform. To update your data, click "Import transactions" on the relevant account and re-import an up-to-date file: the import updates the existing account and preserves your history.