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FAQ

Find answers to the most frequent questions, organized by category.

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?
See all 10 articles

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?
See all 8 articles

Assets and Prices

  • Where is your current and historical pricing data coming from ? Is it reliable?
  • How often are prices updated?
  • How often is your asset list updated ?
  • My asset is not available in the app ? What do I do?

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?

Exchange and wallets

  • The exchange I am looking for does not exist in Wisly. What do I do?
  • Can I add multiple wallets of the same coin for a same exchange?
  • Can I add multiple accounts for a same exchange?
  • How can I add or edit a wallet address?
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