Crypto by TradeSmith Knowledge Base

If you need assistance or would like to learn more about Crypto by TradeSmith, 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 Crypto by TradeSmith can help you make more and risk less with cryptocurrencies.

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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

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?

• 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?

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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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

• 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
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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

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

Settings

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

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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