Skip to main content
Products
Exchanges Crypto Prices
Tax Guide IRS Letter Guide
Blog Support
/equity.svg

Crypto portfolio assistant

Track and manage your crypto investment performance.
View pricing
/calculator.svg

For Accountants

Enable your clients to stay compliant with virtual currency tax regulations.
View pricing
/tax-requirement.svg

Crypto taxes

Accurately calculate your taxes and generate your tax reports.
View pricing
/briefcase-lock.svg

Enterprise

Differentiate your business with the gold standard in crypto tax compliance.
Learn more

Try out the mobile app

Google Play Store Apple App Store

Why aren't manual edits reflected on my Dashboard & Portfolio page?

Broadly speaking, there are two categories of wallet you can add to CoinTracker:

  1. A Synced Wallet is a wallet added through an exchange integration (via API Key or OAUTH flow), or using a public blockchain address like an xPub key or an Ethereum address.

  2. An Un-synced Wallet is one which is created by uploading a CSV file, or by manually adding transactions, one transaction at a time.

The values from synced wallets are continuously updated. We pull in data from the blockchain and our exchange partners to keep your portfolio and transaction history up to date.

The values from un-synced wallets only change if you change them--either by removing a wallet that was created from a CSV upload and uploading a new CSV with updated values, or by making manual edits.

What happens when you make manual edits to a synced wallet?

Manual changes made to synced wallets are reflected on your tax documents and in the Tax Center pages. They are not, however, reflected in the Dashboard or on the Portfolio page. Figures in the Dashboard and Portfolio page are live data displayed in real time with the actual values from the blockchain address and your most-recent wallet sync.

What about manual edits to un-synced wallets?

Changes to un-synced wallets are reflected on the Dashboard and Portfolio pages. Any edits to the transactions in the 'Other Transactions' wallet will be shown immediately in the Dashboard and Portfolio pages.

  • Updated