Account
- How can I change my plan ? Downgrade and upgrade instructions.
- How can I change my payment type?
- Is it safe to store my payment information with you?
- What is account credit and how much do I have?
- How can I cancel my plan?
- What does it mean I had a payment issue?
Portfolios
- How to create portfolio?
- How to edit a portfolio's details?
- How can I convert a Solo portfolio to Multi-User?
- How can I create new organizations?
- How to invite users to an organisation portfolio?
- How to add and delete users from a multi-user portfolio?
Assets and Prices
Transactions
- I just uploaded a mistaken file, what do I do?
- What date and time format should I use for transactions ? UTC or Local time?
- The coins I want to enter have the same market tickers. What do I enter it in the CSV to import?
- Why can I enter transactions of trading pairs that do not exist on the exchanges ?
- Why can’t I connect my exchange API to import my balances?