CryptoTradeSmith Knowledge Base

If you need assistance or would like to learn more about CryptoTradeSmith, you’ve come to the right place. This is our Knowledge Base. Think of it as a public library. Here, you can “check-out” some of the articles below to learn all about how CryptoTradeSmith can help you make more and risk less with Cryptocurrencies.

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About CryptoTradeSmith

• What is CryptoTradeSmith?
• Getting Started with CryptoTradeSmith
• CryptoTradeSmith Reference Guide
• What is a Portfolio in CryptoTradeSmith?
• Finding Your Public Key

Getting Started

• What is CryptoTradeSmith?
• How to Navigate the Site
• What are Trailing Stops?
• What are the Crypto State Indicators?
• Glossary
• Contact Us
• What's New - Release Notes

Webinars

• Getting Started

  • How to Navigate CryptoTradeSmith
  • Adding Cryptoassets to CryptoTradeSmith
  • Researching New Cryptoassets

Frequently Asked Questions

• About CryptoTradeSmith

  • What are the Crypto State Indicators?
  • What are Trailing Stops?
  • When do I receive alerts?

• Account Settings

  • FAQ - System Requirements
  • FAQ - How Do I Change My Password?
  • FAQ - Text Message Alerts

• Help & Support

  • FAQ - How to login?
  • FAQ - My username and password aren’t working. What do I do?
  • FAQ - How can I get help if I have a question or issue with my CryptoTradeSmith account?
  • FAQ - Why can't you answer my questions about particular investments?
  • FAQ - I'm not getting emails. What do I do?
  • FAQ - How do I Clear Cache/Cookies?
  • FAQ - How will I know about the latest news and features?

• Billing

  • FAQ - What is my renewal status?
  • FAQ - How do I update my credit card information?
  • FAQ - Can I transfer or gift my account?

• Interface

  • FAQ - How to edit a trailing stop
  • FAQ - Can I edit column information?
  • FAQ - How do I adjust columns?

• Privacy & Security

  • FAQ - What does CryptoTradeSmith do with my address?
  • FAQ - Who can see my credit card information?
  • FAQ - Who will have access to my email address?

• Securities and Exchanges

  • Which Cryptocurrencies do You Track?
  • Do you update prices in real time?

Portfolios

• Adding

  • How to Create Portfolios – Manual

• Editing and Deleting

  • Editing Portfolios
  • Duplicating Portfolios
  • Deleting Portfolios

• The Portfolio Page

Positions

• Adding

  • Adding Positions
  • Adding Positions - Simple Mode
  • Adding Positions - Advanced Mode

• Editing and Deleting

  • How To Edit a Single Position
  • Entering Multiple Purchase Lots
  • Deleting Positions
  • Closed Position - Delete a single closed position
  • Closed Position - Delete multiple closed positions
  • Closed Position - Edit Closed Positions

• Moving/Copying

  • Moving and Copying Positions
  • Closed Position - how to move them

• Closed

  • Closed Positions - Overview
  • Closed Position - How to View Them
  • How to Close Positions
  • How to Close a Sold Cryptocurrency
  • How to Close a Partially Sold Cryptocurrency

• Exporting and Printing

  • How To Export The Positions Page (.CSV file)
  • How To Print The Positions Page
  • Closed Position – How To Print Closed Positions
  • Closed Position – export closed positions

• Position Card Page

  • Position Card Page - Overview
  • Position Card Page - Positions Details Tab
  • Position Card Page - Alerts Tab
  • Position Card Page - General Statistics
  • Position Card Page - Tags and Notes Tab
  • Position Card Page - Chart Settings Tab

• Table Views

  • Position, Alerts and Closed Views
  • How To Create Custom Position Views
  • How To Edit Position Views
  • Closed Position - custom closed views
  • Closed Position - edit custom closed views

• Volatility Quotient Recalculation
• Entering Multiple Purchase Lots

Alerts

• Types of Alerts

  • CryptoTradeSmith Alerts Overview
  • What is a Volatility Quotient?
  • Crypto State Indicator Alerts
  • Price Alerts

• Adding

  • Adding Alerts from the Position Tab
  • Adding Alerts from the Alerts Tab

• Editing and Deleting

  • Editing Alerts
  • How To Delete A Single Alert
  • How To Delete Multiple Alerts

• Exporting and Printing

  • How To Export The Alerts Page (.CSV file)
  • How To Print The Alerts Page

• Views

  • Alert Custom Views
  • Alert Custom Views Editing

• CryptoTradeSmith Alerts Overview
• Alert Limits
• What is a Volatility Quotient?
• CryptoTradeSmith Stop Loss Strategies
• When do I receive alerts?

Research

• Crypto Analyzer
• Position Size Calculator
• Pure Quant
• Portfolio Volatility Quotient Analyzer
• Risk Rebalancer

Newsletters

• Newsletters

Calculations

• Calculations - Cryptocurrency Summary
• Calculations - Position Views
• Calculations - Alert Details

Settings

• Settings - General
• Settings - Contact
• Settings - Subscription
• Settings - Site
• Settings - Notification
• Settings - Positions
• Settings - Alerts
• Settings - Tags
• Settings - Support

Event History

• Event History
• How to View Event History

Templates

• Create, Edit and Delete

  • How to Create Templates
  • How To Edit Custom Templates
  • How To Delete Multiple Templates

• How To Apply

  • How to Apply Templates to New Positions
  • How to Apply a Template to One or More Positions

• My Templates
• How to Set a Default Template

Whitelisting

• Whitelisting Gmail
• Whitelisting Yahoo
• Whitelisting AOL
• Whitelisting Comcast/Xfinity
• Whitelisting Hotmail
• Whitelisting SBC Global
• Whitelisting Outlook & others
• Whitelisting iCloud
• Whitelisting Earthlink
• Whitelisting MSN