Cryptocurrency Exchange Connector
completely control your crypto across exchanges
Overview
- AssetView can connect to your crypto-currency exchange accounts
- To do so, log in to your exchange account and generate an API key
- The process will generate a file that you must save and then upload into AssetView when you create the Cryptocurrency Exchange Source
- When you upload the key into AssetView, the uploaded file will populate the API key and API Secret fields in AssetView
Examples: Binance.US, Coinbase
Sync Options
For each account that you enable, you may choose one of the following sync options.
| Sync Option | Description |
|---|---|
| Balance | A single number representing the value of the account |
| Balance+ | A figure representing a cumulation of your positions and another representing your cash balance |
| Holdings | Each of your positions |
More Information
For more information on the management and configuration of Sources, please visit Sources.
- Apps are customizations that modify, extend, or create additional functionality in AssetView
- AssetView Apps are transformative, enriching the way you interact with AssetView.
