Today we're pleased to announce that you can now access your accounts and portfolios using read-only API keys.
API keys are another way to access your account data, without having to go through the process of creating an OAuth2 application – but you can only access the account data for your own account. If you're making an application that accesses other users' data, then using OAuth2 is much better.
Note that if you use e.g. the ?api_key=xxx approach, your request may be logged by third-party cookies or proxies. We recommend setting the X-API-KEY header instead.
API keys also do not let you create, modify, or delete any of your portfolios or accounts. You must use OAuth2 for this for security purposes.
To create API keys for your portfolio, visit Your Profile and select "API keys".
Today we have released an update that lets you see the progress of any address or wallet that is currently being updated in the background by our servers. This is particularly useful for slow wallets, such as Binance and Bitfinex, so that you know what's going on in the background.
When an account is being updated by our job servers, the progress will be live updated on the account page:
You will also be able to see a summary of each updating account in your Portfolio Configure page:
This has been released as part of our ongoing commitment to make CryptFolio charts and reports load and update faster.
Today we have released an update to make it easier to categorise and link together transactions.
We have removed the previous concept of Transaction Links, because we found that this was slowing down CSV and feed imports for large portfolios, as we would have to search over ALL transactions in your portfolio in order to find a link. Links were also directed, which could cause transactions to have transaction link cycles.
We have instead added the ability to create Transaction Groups. You can now add transactions to any number of groups, and the groups can have custom names. For example, two Purchase and Sale transactions can be grouped together as a single Transaction Group, making it easier to browse your portfolio transactions.
For most CSV and feed imports, we will automatically create transaction groups for associated transactions. Any transactions within a transaction group will have a "link" icon next to its reference.
As part of Transaction Groups, we've also improved the interface to identify transactions to add to groups. When Editing a transaction group, you can filter transactions by type, currency, and with a search string.
We have also added a new section to every transaction page, Related Transactions, which uses the same logic as before to suggest transactions that might be related to another transaction.
That is, for account transactions, transactions belonging to the same account, that have the same reference, similar values (less fees), and similar dates (within 5 minutes); and for address transactions, transactions belonging to any address, that have the same reference, similar values (less fees), and similar dates (within 24 hours).
To access these new features, visit your list of Transactions, and open up any of your transactions in your Portfolio.
Today we have released a small update that changes how we select deprecated exchanges in calculating composite rates.
Previously, we would select any deprecated exchange for any exchange date – and, since we prefer direct exchange pairs like DOGE/EUR instead of going through DOGE/BTC and BTC/EUR, deprecated exchanges (particularly Vircurex, which is still running, but essentially deprecated) would be selected – causing reports and charts to sometimes be misleading.
With this change, we now only select deprecated exchanges if either (a) the exchange was not deprecated before the date of conversion, or (b) the exchange has been selected as one of your preferred exchanges.
This change will have little impact to most of our users, but should improve the quality of the reports for some more unusual situations.