Crypto by TradeSmith Knowledge Base

Think of our Knowledge Base as a public library. By clicking any article below, you can research topics of interest that will also help you optimize your Crypto by TradeSmith experience.

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About Crypto by TradeSmith

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

Getting Started

• Contact Us
• Glossary
• What is Crypto by TradeSmith?
• How to Navigate the Site
• What are Trailing Stops?
• What are the Crypto State Indicators?
• What's New — Release Notes
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Frequently Asked Questions

• About Crypto by TradeSmith

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

• Account Settings

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

• Billing

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

• Help & Support

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

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

• Privacy & Security

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

• Securities and Exchanges

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

How To Videos

• How to Navigate Crypto by TradeSmith
• How to Add Crypto Portfolios and Positions
• How To Add Your Crypto Alerts
• How to Use the Crypto by TradeSmith Research Tools

Webinars

• Getting Started

  • Adding Cryptoassets to CryptoTradeSmith
  • How to Navigate Crypto by TradeSmith
  • Making the Most of your Crypto by TradeSmith Account
  • Researching New Cryptoassets

Portfolios

• Adding

  • How to Create Portfolios – Manual

• Editing and Deleting

  • Deleting Portfolios
  • Duplicating Portfolios
  • Editing Portfolios

• The Portfolio Page

Positions

• Adding

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

• Closed

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

• Editing and Deleting

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

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

• Moving/Copying

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

• Position Card Page

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

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

• Volatility Quotient Recalculation
• Entering Multiple Purchase Lots

Alerts

• Adding

  • Adding Alerts from the Position Tab
  • Adding Alerts from the Alerts Tab
  • Adding a 2 VQ Alert

• 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

• Types of Alerts

  • Crypto by TradeSmith Alerts Overview
  • What are Trailing Stops?
  • What is a Volatility Quotient?
  • Crypto State Indicator Alerts
  • Price Alerts
  • Time Alerts
  • Volume and Moving Average Alert
  • Adding a 2 VQ Alert
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• Views

  • Alert Custom Views
  • Alert Custom Views Editing

• Crypto by TradeSmith Alerts Overview
• When do I receive alerts?
• Alert Limits
• What is a Volatility Quotient?
• Crypto by TradeSmith Stop Loss Methods

Research

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

Newsletters

• Newsletters

Settings

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

• Create, Edit and Delete

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

• How To Apply

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

• My Templates
• How to Set a Default Template

Event History

• Event History
• How to View Event History

Calculations

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

Whitelisting

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