Portfolio Management

What is CryptoView Portfolio?
Your CryptoView portfolio contains your connected exchanges, wallets and manually added balances. Currently the platform allows up to 5 portfolios per accou...
Thu, 25 Apr, 2019 at 11:38 AM
How to manage multiple portfolios?
You can use multiple portfolios to split your crypto assets into groups and manage them separately. Each portfolio operates independently with its own inter...
Thu, 25 Apr, 2019 at 11:38 AM
What is “Portfolio Sharing”?
You can share your CryptoView portfolio with clients, partners or friends through a secured link. The shared content is a live portfolio overview consisting...
Thu, 25 Apr, 2019 at 11:38 AM
How to reset portfolio data?
CryptoView allows you to select which data you wish to reset (permanently delete) for a specific portfolio: Exchanges (API keys) Trading history Portfol...
Sat, 4 May, 2019 at 12:17 PM
How to delete a portfolio?
Deleting a portfolio results in a permanent loss of the following information for a specific portfolio: Exchanges (API keys) Trading history Portfolio s...
Thu, 25 Apr, 2019 at 11:38 AM