You can manually edit transactions in your account, and these edits impact your calculated wallet value. However, how they appear in your account differs on the wallet type. Read on to learn more.
Auto-synced wallets (e.g., API key and exchange sign-in):
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- Changes are reflected in your tax documents and on the Taxes page.
- Changes will not appear on the Portfolio or Performance pages.
CSV-imported and Other transactions wallets:
- Changes will appear in your overall portfolio value calculations.
- Changes will be reflected on the Portfolio and Performance pages.
Note: If you've recently added a wallet or exchange, there may be a short delay before the data appears on the Portfolio or Performance pages.
What’s included on the Portfolio & Performance pages
Included:
- Reported values from exchanges and wallets.
- Values calculated from wallets imported via CSV.
- Values calculated from transactions manually added or edited to imported wallets or Other transactions wallet.
Learn more about reported and calculated values in your account and how discrepancies may occur between these two values.