Cryptocurrency Exchanges
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Crypto Exchange Connector
Connect your crypto exchange accounts for a holistic view of your financial picture with AssetView's unified portfolio.
- Examples of Crypto exchanges - Binance.US and Coinbase
- Unify your view
Vitals
Syncs crypto exchanges with AssetView
- TypeConnector
- Power SwitchOn - Permanent
- PriceSome free use - see below for details
- DeveloperAssetView
- PrivacyCovered by AssetView's strict privacy policy
- AssetView EditionsAll
- Version1.9
Pricing Details
- Subscriptions to AssetView (all Editions) come with 1 free Crypto Exchange Connector (connection to 1 financial institution)
- 1 Connector to a financial institution supports multiple accounts at that institution
- The same connector works across all of your AssetView portfolios
- Additional Crypto Exchange Connectors - $.75 / institution (source)
- For more information on volume pricing and business subscriptions, please contact us.
Shared Usage Example
If you connect one of your portfolios to Binance.US using the Crypto Exchange Connector, then all of your accounts at Binance.US and all of your AssetView portfolios can share that connection.
Details
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.
Examples: Binance.US, Coinbase
Sync Options
When you add an exchange, 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.