Tips & FAQ

Coinpeak 1.6.7



Base Currency Settings




Pick two currencies to base your portfolio and market values across the app. You can pick any combination of FIAT and Crypto.


Manual Coin Amount Entry

(Balances Only Mode)


• Enter the total amount of coins you hold in each wallet or exchange.
• Adjust current amounts as you buy or sell: To do so, select the desired Coin and Exchange/Wallet from each list, then adjust the amount and tap 'Save'.
• To delete a balance, simply enter amount zero (0) and tap 'Save'.

Tip: To edit amounts quicker, select a coin from the pie chart, then tap on the shown amount to open the 'Enter Coin Amounts Form' with preselected values.


API Imports




Linking your accounts is a convenient way to keep your portfolio up to date. Simply tap the 'Sync' button on the Settings view to load your new balances after making new transactions.

Your portfolio data, wallet addresses, and API keys are kept completely private, never transmitted to our servers, and reside only in your device.

Coinpeak offers two types of API imports: Wallet Addresses and Exchanges.

Important: To obtain accurate Gain/Loss calculations in 'All Transactions Mode', it's very important that you enter your complete transaction history from all your exchanges and external wallets, including all crypto deposits and withdrawals. An incomplete transaction history will most likely result in highly inacurate values in the Gains View. If you need further assistance please contact us at support@coinpeak.io


Wallet Address API imports




This type of link only requires that you enter your wallet address and has some advantages and limitations:




Bitcoin, Dash, Dogecoin, Lisk, Litecoin, and XRP addresses:


• This method will import: Balance and transaction history.
• Addresses from exchanges or wallets with enhanced privacy features are not supported. Use the CSV import feature to track your Exodus Wallet ('All Transactions' mode only).




Ethereum addresses:


This method will import:
• ETH balances and transactions.
• Token balances only.
• Digital collectibles (Currently only CryptoKitties)
• ERC dEX trades (if linked to exchange)


API Imports from Exchanges




Each Exchange and wallet has a different API system, some with certain limitations, and most still under development. Here is a detailed list of Coinpeak’s implementation of these systems and tips on how to get the best results during your portfolio setup.




Bitfinex, Coinbase, ERC dEX, Gemini, HitBTC, IDEX, Kraken, and Poloniex:


• These APIs don't require any additional entries, they import your current balances and complete transaction history.




Bibox:

• Ignores coins that aren't listed in your portfolio and have a current balance of zero (0.00) at Bibox. For best results, link your other exchanges and wallets first.
• Any missing transactions must be entered manually or using the 'Batch Import CSV Template'.




Binance:

• Doesn't include deposits and withdrawals.
• Misses trades for coins that aren't listed in your portfolio or that have a current balance of zero (0.00) at Binance. For best results, link your other accounts first.
To complete your transaction history, use the CSV import feature after linking your account.




Bitso:

• Includes balances, all trades, last 100 deposits, and last 100 withdrawals.




Bittrex:

Includes current balances and all transactions for the last 30 days. (CSV file imports also available)

Tip: First link your Bittrex account, then make a CSV file import with your complete trade history to finish setting your portfolio.




CEX.io, EXMO:

• Includes the trade history for the last 30 days only.
• Doesn't include deposits and withdrawals.
To complete the setup, use the 'Batch Import CSV Template' or enter missing transactions manually.




Gate.io:

Includes your current balances and complete deposit/withdrawal history, but the trade history is only for the last 24h. Older trades need to be entered manually.




IDEX:

• If you are linking an ETH address from a non-IDEX wallet such as Metamask or Ledger, use the 'ETH & Tokens' link first, then add the IDEX link.
• ETH Addresses created at IDEX don't require the 'ETH & Tokens' link.




KuCoin:

Will sync current balances, last 100 trades, and 100 deposits/withdrawals. Link your account first, then use the 'CSV Batch Import' method to import older transactions.

WARNING: KuCoin doesn't allow for API permissions to be set. DO NOT share your API key as it can be used to access your funds.




OKCoin, SFOX:

• Includes Balances only.
To complete the setup, use the 'Batch Import CSV Template' or enter transactions manually.




QRYPTOS, QUOINEX:

• Includes Balances and all trades.
• Doesn't include deposits and withdrawals.
To complete the setup, use the 'Batch Import CSV Template' or enter missing transactions manually.
NOTE: The 'API key' is called 'Token ID' at these exchanges.




YObit:

Includes your current balances and complete trade history. It will not import deposits and withdrawals, these need to be entered manually.


CSV file imports




Importing a CSV file can be an easy way to enter transactions that the APIs can’t retrieve for you. CSV imports are available for:




Exodus Wallet:


CSV files from Exodus include the complete deposit and withdrawal history for each of your coins.

Tip: ShapeShift trade details aren’t included in the CSV files from Expodus. To get accurate costs and gains, you will have to enter ShapeShift trades manually using one of the following two moethods:

ShapeShift Tracking Method A:
1. Locate the correspondent withdrawal and deposit transactions to the ShapeShift trade in your Exodus history. For example: withdrawal of 0.1 BTC, and deposit of 1 ETH.
2. Tap the deposit transaction to edit it.
3. Convert the deposit transaction into a trade:
Buy 1 ETH -> Sell 0.1 BTC
4. Delete the withdrawal transaction for 0.1 BTC.
Note: This method is quiker. However, you will need to remove previously imported transactions from future CSV files to avoid re-importing the ones you have deleted in Coinpeak.

ShapeShift Tracking Method B:
1. Locate the correspondent withdrawal and deposit transactions to the ShapeShift trade in your Exodus history. For example: withdrawal of 0.1 BTC, and deposit of 1 ETH.
2. Enter a deposit into ShapeShift for the withdrawn coin and amount (0.1 BTC).
3. Enter a trade in ShapeShift: Buy 1 ETH -> Sell 0.1 BTC
4. Enter a withdrawal from ShapeShift for the deposited coin and amount (1 ETH).
Note: This method requires more manual entries, but it doesn't require any changes to be made on future CSV files.




Bittrex:


The CSV file from Bittrex includes your complete trade history. It doesn’t include your deposits and withdrawals.

Tip: First link your Bittrex API, then make a csv file import with your complete trade history to finish setting up your portfolio.




Binance:


Binance provides you with 3 separate CSV files that include the complete history of: trades, deposits, and withdrawals. Import each of them individually, carefully following the instructions given inside the app.

Tip: First link your Binance API. If any transactions are missing, make CSV file imports with your complete history. The API will keep track of your trades after this has been done.




Batch Import CSV Template:


Use this method for wallets/exchanges that aren't directly supported.

Tap the button to get the Batch Import CSV Template, then enter your data respecting the formats used in the sample transactions:
• Amounts: 1000.00 (No thousand grouping, use a dot as decimal sepator)
• Dates: yyyy-MM-dd HH:mm:ss (Eg. 2018-01-31 13:00:00)
• ID: Must be unique and not include any commas. Enter real transaction IDs or Hashes if available.
• Exchange, Notes: Do not include any commas.
• Coin symbols: Upper Cased.

Consider the following to select the correct pairBase:
• The pairBase is the market where you traded. (USD, BTC, ETH, DAI)
• Prices are in pairBase.
• If the trade was made with FIAT, the pairBase is always the FIAT symbol. (USD, EUR, AUD)




Supported CSV file format:


• The supported CSV file format is Unicode UTF-8. Exodus and Bittrex generate this type of file by default.
• Binance generates Microsoft Excel CSV files that need to be converted to regular CSV files (Unicode UTF-8) before importing them into Coinpeak. To do this, simply open the downloaded XLSX or CSV file with Numbers or Excel, and export it as a CSV file (Unicode UTF-8).




Transferring CSV files from desktop computer to iOS device:


In most cases, you will generate a CSV file from your wallet or exchange using your desktop computer, then transfer it to your device. This transfer process could affect the format of your file. Please use one of the following recommended transfer methods:

iCloud Drive:
1. On your desktop computer, save the CSV file to your iCloud Drive.
2. On your device, open the Flies App and locate the CSV file.
3. Tap & Hold briefly the CSV file, and select Copy.
4. Open Coinpeak and paste the CSV file.

Notes App:
You can also use the Notes app to share the CSV file between your Mac and iOS device:
1. On your Mac, drag & drop the CSV file on a new iCloud note.
2. On your device, open the Notes app and locate the CSV file.
3. Tap & Hold briefly the CSV file, and select Copy.
4. Open Coinpeak and paste the CSV file.


Export Gains Report and Portfolio Backup Data




Export your Realized Gains Report as a CSV file for tax preparation:

• Tap the purple 'Export Report' button from the Gains View and choose a destination.
• Includes gain/loss from each individual sell (In both Base Currencies set for your portfolio).

Export all your transactions in a single CSV Backup file:

• Tap the purple 'Export' button from the Transactions View and choose a destination.

(Available in 'All Transactions' mode only)


Restore Portfolio from Backup File




1. First, link all your API keys and addresses, then trigger a sync cycle.
Note: Importing the CSV file before linking your accounts can result in duplicated transactions.
2. Locate your 'coinpeakTransactionsBackup.csv' file.
3. Tap & hold the backup file and select 'Copy'.
4. Go back to Coinpeak and tap the 'Paste .CSV File' button.
5. Tap 'Import Transactions'.


Other Tips and FAQ




How do I refresh the app's data?

To reload the app's data simply pull down on any of the tables.




What does the "Social" value mean?

The "Social" value represents the coin's performance in social media compared to each of your base currencies. It considers the activity in Facebook, Twitter, Reddit, CryptoCompare, and code repositories.




I can't edit some transactions. Why?

Editing is only available for transactions that have been entered manually or imported from a CSV file.




Connections become very slow from time to time, is there anything I can do?

There are a couple of things to consider regarding data reload and syncing speeds:

1. Overloaded crypto services may slowdown your app from time to time, setting USD as your #1 Base Currency will result in faster connections as it will require fewer conversions.

2. API and address syncing becomes slower as the number of linked accounts increases. If you are experiencing very long waits while syncing your portfolio, try unlinking accounts that you don’t currently make transaction with or where you no longer hold any coins. You can unlink accounts and choose not to delete your transactions. This will reduce the number of connections needed to complete the sync.




Current prices shown by charts sometimes differ from those used to calculate my portfolio values. Why?

To improve performance, Coinpeak uses aggregated pricing data from more than one data source to calculate the value of your portfolio, while historical charts use a single data source.


Coinpeak's data is powered by:


Market data thanks to:

CoinCap.io
CoinMarketCap.com
CryptoCompare.com




Wallet Address API imports powered by:

BlockCypher.com
EtherScan.io
Ethplorer.io
Lisk
XRP




News feed thanks to:

CryptoCompare.com
CryptoDaily.co.uk


Your Feedback is Our Best Development Tool




We are working intensely to solve bugs, develop new features, stay up to date with changes made to coins and APIs, and to make Coinpeak better in general.

Your feedback is the most valuable piece of the puzzle. Please, send us your comments, bug reports, feature requests, or just a note to say Hi! We will get back to you quickly and will do everything possible to solve any issues as soon as we can.


How can we make it better?



Contact us at: support@coinpeak.io