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Setup Guide

Step 1: Download and Install the App

  • For iOS Users: Open the App Store, search for "Criptofolio," and tap “Get” to download.
  • For Android Users: Open Google Play, search for "Criptofolio," and tap “Install” to download.

Step 2: Create Your Account

  1. Open the Criptofolio app.
  2. Tap on “Sign Up”.
  3. Enter your email address and create a secure password.
  4. Confirm your email by checking your inbox for a verification link.

Step 3: Connecting to CeFi Exchanges

To connect your CeFi exchange accounts (e.g., Binance, Coinbase, Kraken), follow these steps:

Log In to Your Exchange:

  • Open the website of your chosen exchange and log in to your account.

API Management:

  1. Find the API management section. This is typically located under Account Settings or Security options.

Create a New API Key:

  1. Click on Create API Key (the wording might vary by exchange).
  2. Name the API Key (e.g., “Criptofolio Tracker”).
  3. Set the permissions:
    • Read Access: Enable this to allow Criptofolio to access your account data.
    • Trading Access (optional): If you want trading features available, enable trading. Otherwise, keep it disabled for security.
  4. Save the API key and secret (you may not be able to view the secret again after this step).

Connect the API to Criptofolio:

  1. In the Criptofolio app, navigate to the Settings or API Connections section.
  2. Select Link CeFi Exchange.
  3. Enter the API Key and API Secret you obtained from your exchange.
  4. Follow any additional prompts to complete the connection.

Step 4: Connecting to DeFi Wallets

To connect your DeFi wallet (e.g., MetaMask), follow these steps:

Set Up Your Wallet (if not already done):

  1. Download and install the MetaMask browser extension or mobile app.
  2. Create a new wallet or import an existing one.

Connect Your Wallet to Criptofolio:

  1. In the Criptofolio app, go to Settings or API Connections.
  2. Select Link DeFi Wallet.
  3. You may be prompted to connect via WalletConnect or by entering your wallet address.
  4. If using WalletConnect, open MetaMask, go to the Settings menu, and select Connections to activate the connection.

Authorize the Connection:

  • Approve any required permissions to allow Criptofolio to access your wallet data.

Step 5: Verify Connections

  1. After connecting your APIs, navigate to your dashboard in the Criptofolio app.
  2. Check if your portfolio reflects the data from the connected CeFi exchanges and DeFi wallet.
  3. Ensure your holdings, transactions, and balances are correctly displayed.

Step 6: Enjoy Criptofolio!

Now that everything is set up, you can begin tracking your crypto portfolio, generate reports, and optimize your investments with AI-driven insights!

Troubleshooting

  • If you encounter issues connecting your APIs, double-check the permissions granted and ensure you entered the API keys and wallet addresses correctly.
  • Consult the help section of the specific exchange or wallet if you need further assistance.
  • If you have any questions or need support, please reach out to us at support@criptofolio.io.