Sources
Source Types
A Source is a method of importing Asset and Transactional data into AssetView. AssetView enables the following Source types.
1) Plaid
AssetView uses Plaid to connect to your financial institutions. Your financial institution credentials are communicated directly with Plaid. We never see or have your financial institution credentials. AssetView only has access to data at your financial institutions that you authorize Plaid to use. For more information, please visit our TradFi Source page.
2) Cryptocurrency Exchange
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. For more information, please visit our Cryptocurrency Exchange Source page.
3) Cryptocurrency Wallet
AssetView can import balances and transactions from crypto-currency wallets. For more information, please visit our Cryptocurrency Wallet Source page.
4) File Import
The File Import Source enables you to import data via file upload. For more information, please visit our File Import Source page.
Resetting or Deleting a Source
After a Source file has been uploaded and synced, the data from the Source file will appear in your portfolio. At any time thereafter, you may delete or reset the Source.
- Reset Source removes all the Source generated transactional data and resets the Source to its initial configuration. You may then re-sync your data from the Source. An example of when to use this process is when you are initially tuning the way you bring in data from a Source (e.g. changing from Balance to Holdings in the setup).
- Delete Source deletes the Source configuration. During this process, you may elect whether your Source generated transactional data is deleted or retained. If retained, your transactional data will be converted from the Source being deleted to a Manual Source. An example of when to use this process is if a Source (e.g. exchange) closes.
Viewing Data by Source
You may see all transactions from a Source in the Sources view. You may also filter by Source when viewing transactions elsewhere in AssetView.