Source Apps
Cryptocurrency Exchange
Overview
AssetView can connect to your cryptocurrency 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. Then upload the file into AssetView when you create the Cryptocurrency Exchange Source. The uploaded file will populate the API key and API Secret fields in AssetView.
Sync Options
When you add an exchange (e.g Binance, Coinbase), for each account at that exchange 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.