Add Cryptocurrencies

Tracking Cryptocurrencies, such as Bitcoin, etc in your Sharesight portfolio. Read more about it on our blog.

Download the template spreadsheet to create your historical trade spreadsheet if required:

Cryptocurrencies CSV Template

Sharesight currently supports the following Cryptocurrencies:

CodeCryptocurrenciesMarket
1INCH1inchCRYPTO
AAVEAaveCRYPTO
ALGOAlgorandCRYPTO
ANKRAnkr NetworkCRYPTO
APEApeCoinCRYPTO
APTAptosCRYPTO
AVAXAvalancheCRYPTO
AXSAxie Infinity ShardsCRYPTO
BALBalancerCRYPTO
BATBasic Attention TokenCRYPTO
BNBBinance CoinCRYPTO
BUSDBinance USDCRYPTO
BCHBitcoin CashCRYPTO
BSVBitcoin SVCRYPTO
BITBitDAOCRYPTO
BTTBitTorrentCRYPTO
BTCBitcoinCRYPTO
BTSBitshareCRYPTO
ADACardanoCRYPTO
CSPRCasper NetworkCRYPTO
LINKChainlinkCRYPTO
CHZChilizCRYPTO
COMPCompound Governance TokenCRYPTO
CVXConvex FinanceCRYPTO
ATOMCosmosCRYPTO
CROCronosCRYPTO
CRVCurve DAO TokenCRYPTO
DASHDashCRYPTO
DAIDaiCRYPTO
MANADecentralandCRYPTO
DOGEDogecoinCRYPTO
DYDXdYdXCRYPTO
XECeCashCRYPTO
EGLDeGoldCRYPTO
ENJEnjin CoinCRYPTO
EOSEOSCRYPTO
ETCEthereum ClassicCRYPTO
ETHEthereumCRYPTO
ETHWEthereum PoWCRYPTO
FTMFantomCRYPTO
FILFileCoinCRYPTO
FLRFlareCRYPTO
FLOWFlowCRYPTO
FXSFrax ShareCRYPTO
GTGatechain TokenCRYPTO
GUSDGemini DollarCRYPTO
GMXGMXCRYPTO
HBARHedera HashgraphCRYPTO
HTHuobi TokenCRYPTO
IMXImmutable XCRYPTO
ICPInternet ComputerCRYPTO
MIOTAIOTACRYPTO
KAVAKavaCRYPTO
KLAYKlaytnCRYPTO
LEOLEO TokenCRYPTO
LDOLido DAOCRYPTO
LRCLoopringCRYPTO
LTCLitecoinCRYPTO
MAGICMagicCRYPTO
MKRMakerCRYPTO
MASKMask NetworkCRYPTO
MINAMina ProtocolCRYPTO
NEARNearCRYPTO
XEMNEMCRYPTO
NEONEOCRYPTO
NEXONEXOCRYPTO
ROSEOasis LabsCRYPTO
OKBOKBCRYPTO
OPOptimismCRYPTO
CAKEPancakeSwapCRYPTO
USDPPax DollarCRYPTO
PAXGPAX GoldCRYPTO
DOTPolkadotCRYPTO
MATICPolygonCRYPTO
QTUMQTUMCRYPTO
QNTQuantCRYPTO
RVNRavencoinCRYPTO
RNDRRender TokenCRYPTO
RPLRocketPoolCRYPTO
SHIBShiba InuCRYPTO
SOLSolanaCRYPTO
STXStacksCRYPTO
SNXSynthetixCRYPTO
LUNATerraCRYPTO
LUNCTerra ClassicCRYPTO
USDTTetherCRYPTO
XTZTezosCRYPTO
GRTThe GraphCRYPTO
TONCOINThe Open NetworkCRYPTO
SANDThe SandboxCRYPTO
TFUELTheta FuelCRYPTO
THETATheta NetworkCRYPTO
RUNEThorchainCRYPTO
TThreshold Network TokenCRYPTO
TRXTRONCRYPTO
TUSDTrue USDCRYPTO
TWTTrust Wallet TokenCRYPTO
UNIUniswap Protocol TokenCRYPTO
USDCUSD CoinCRYPTO
VETVeChainCRYPTO
WOOWOO NetworkCRYPTO
WBTCWrapped BitcoinCRYPTO
XDCXinfin NetworkCRYPTO
XLMStellarCRYPTO
XMRMoneroCRYPTO
XRPRippleCRYPTO
ZECZCashCRYPTO
ZILZilliqaCRYPTO

Follow the step by step guide to adding a Cryptocurrency.

Note: Cardano is used as an example below, the steps are the same for adding all supported Cryptocurrencies.

1 - Click on the ‘Manually add a Trade’ tile on the adding a holding page.

add cryptocurrencies - 1

2 - Type the Cryptocurrency name or code in the ‘Search by name or code’ box.

Crypto 2

3 - Select the date of the transaction from the dropdown calendar.

4 - Select if you are adding a ‘Buy’ or ‘Opening Balance’

Crypto 4

Buy - step by step guide

5 - In the ‘Quantity’ field, input the number of Crypto purchased from the Buy trade.

6 - Sharesight enters the unit price/ exchange rate provided by Sharesight’s data provider in the field.

Alternatively, type in your own exchange rate/ per unit price of ADA, at the buy date.

ADA will be tracked in the portfolio currency, which is determined by the tax residency of the portfolio.

If the currency is changed to another currency other than ADA or the portfolio currency, an additional exchange rate, against the portfolio currency is shown.

7 - Type the ‘Brokerage’ fees if there are any. Brokerage can be in ADA, or you can change it to another currency by using the dropdown menu above the brokerage field. If the currency is changed, the exchange rate of the portfolio currency as determined by the portfolio tax residency will be shown below the brokerage field.

8 - Add a comment or attach a file to trade, such as the trade confirmation.

9 - Review and then click ‘Save trade’.

Once the trade is saved, your Cryptocurrencies investment will be added to your Sharesight portfolio and the Portfolio Overview Page will load.

crypto 5

If you haven’t set up a Custom Group, your holdings will be grouped by market on the Portfolio Overview Page. ADA is located in the crypto Market.

Click on ADA.CRYPTO to load its Individual Holding Detail Page.

ADA NEW

Opening Balance - step by step guide

Crypto 6

5 – In the ‘Cost Base’ field, input the total Cardano cost on the Opening Balance date. The currency is the currency of your portfolio which is set by the portfolio tax residency of the portfolio.

6 – In the ‘Quantity’ field, input the amount of Cardano (ADA) on the Opening Balance date.

7 – The ‘Market value’ is automatically calculated by Sharesight using the ‘Quantity’ of ADA, divided by the exchange rate. The exchange rate is related to the currency of the portfolio as determined by the portfolio tax residency and can be edited by selecting the ‘edit’ link. To change the market value, click the ‘edit’ link and input a ‘Market price’ and ‘Exchange rate’ for the Open Balance date.

8 - The ‘Average cost per unit’ is calculated Sharesight.

9 - Add a comment or attach a file to trade, such as the trade confirmation.

10 - Review and then click ‘Save trade’.

Once the trade is saved, your Cryptocurrencies investment will be added to your Sharesight portfolio and the Portfolio Overview Page will load.

Crypto7

If you haven’t set up a Custom Group, your holdings will be grouped by market on the Portfolio Overview Page. ADA is located in the Crypto Market, CRYPTO.

Click on ADA.CRYPTO to load its Individual Holding Detail Page.

crypto8

Note: If your Cryptocurrency is not suported, you can add them as custom investments in your portfolio.

Last modified on December 13, 2023 UTC

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