Cryptocurrencies

Functions for this asset type are provided by several AssetView Apps.
For more detailed information, visit the App Store:

Cryptocurrencies App
Crypto Exchange Connector App
Blockchain Wallet Connector App

  • Apps are customizations that modify, extend, or create additional functionality in AssetView
    Unlike Iphone Apps that generally sit on top of the platform (each a distinct environment), AssetView Apps are transformative, changing the way you interact with AssetView
How AssetView enables investors and advisors to see their unified portfolio across brokerages

Overview

AssetView is built to track your cryptocurrency positions and transactions across blockchains and across exchanges. Pricing for many cryptocurrencies is automatically enabled. AssetView supports buy and sell transactions that exchange a cryptocurrency for the base currency (i.e. $US). AssetView also supports trade transactions where a cryptocurrency is exchanged for another cryptocurrency. Performance indicators in AssetView use calculations where cryptocurrency balances are valued in $US.

Crypto Apps and Sources

Assetview supports connections to both crypto exchanges and wallets.

Prices

Pricing for many cryptocurrencies is automatically enabled. The recency of pricing depends on many factors including but not limited to network traffic and volume.

Trades

AssetView supports a transaction type called Trade which is used in cryptocurrency transactions where you trade one cryptocurrency for another without transacting in your base currency (e.g. $US); An example would be be buying Bitcoin with Ethereum.

More Information

Please see Sources for information on how to manage Sources.