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Getting Started with Advanced Mode:

  • Click the Positions & Alerts tab (1) in the main menu at the top of the page.
  • Next, click the Positions tab (2).
  • Then, click the Add Position button (3).

click add position

  • In the pop-up that appears, click Advanced Mode.

Working with Advanced Mode

  • Select the portfolio (1) where you want to add the position.
  • Enter the symbol (2). The cryptocurrency name will automatically fill below it.
    • Note: you’ll need to select your trading pair from the list of available options.
  • Enter your Entry Date and Entry Price (3).
  • Enter the number of units purchased (4).
  • Enter a Fee (5), if applicable.
  • If you like, enter any tags (6) and/or notes (7) for the position.
  • Click “Clear” to reset and start again, “Save and Add More” to keep adding positions, or “Save and Close” to finish adding positions (8).

Advanced Mode

IMPORTANT: Entering a position in Advanced Mode does not set an alert on the position.