Guide: First steps with Blockpit

After you have registered, you can already start setting up your Blockpit account. 

Step 1: Create a Depot
Step 2: Import Transactions
Step 3: Check / add Transactions - done!

Step 1: Create a Depot

1. Click on the menu item Depot.
2. To be able to enter your data, you first have to create a Depot. Click on the grey are or on the button "Add Depot". 

Step 2: Import Transactions

This will open a window where you can choose between Exchange, Wallet and Unsynchronized (manual import).

• Exchange
  
  
  1. Select Exchange if you want to import data using API access.
  2. Click on the desired Exchange in the list. To import data into you need your API key and the secret from your exchange account (Here you find instructions on how to import your API key from Bitpanda, Binance, Kraken &... ). Please follow the instructions in the Blockpit software tool to get your API-key and secret. After you have retrieved the API key and secret, copy them into the input fields to create your new portfolio.
  3. Name your new Depot by filling in the appropriate input field.
  4. Finally, click Create to save your new API repository. 
  5. (If you can't find the desired exchange in the list, automatic import is not yet available for this exchange. Please select Unsynced to enter transactions manually).
     
• Wallet
  
  
  1. Wallets can be inserted usind Smart Contract Address.
  2. Click on the appropriate coin displayed.
  3. Enter a deposit name and a wallet address.
  4. For confirmation please click on the button Create.
     
• Unsynced
  
  
  1. Unsynced means an unsynchronized / manual Depot / CSV Depot.
  2. Enter a name for the new Depot in the input field and click on Create Depot.
  3. Now you can add transactions to the portfolio.
  4. Here you will find instructions on how to add the respective transaction types to a Depot.
  5. Here you will find instructions on how to add transactions to a Depot using a CSV file. 

Step 3: Check / add Transactions

For depots that are connected to an exchange via API, the trades and balance sheets are automatically synchronized.

If you upload your transactions via CSV/Excel (see Helpcenter article) you should check that the trades do not cause any errors or warnings. Click on the menu item Transactions. In the right-hand corner you will see whether there are any errors or gaps. (Here you can get more information).

 There are the following types of depot: 

• Create a depot
• Rename a depot
• Update a depot
• Delete depot
• View transactions of the depot
• Remove transactions from a depot
  
• How to create an API Depot?
• How to create a unsynced or manual Depot?
• How do I import a wallet?

More information about API & CSV import can be found in the Help Center area:  "API Keys & Depots".

More informaiton about Transactions can be found in the Help Center area: "Transactions".