Before you start
Use Crypto Wallet / Exchange when you want a visible crypto position in Assets and Net Worth. This works for crypto held on an exchange, a manually tracked wallet balance, or a public address you are comfortable entering. Do not use this visible workflow for seed phrases, private keys, exchange passwords, two-factor recovery codes or custody instructions. Those belong in protected storage, not ordinary portfolio fields.
Detailed steps
Open Assets > Investments and check existing crypto rows
Start in Assets and open Investments. Crypto appears alongside public markets and private investments because it is part of investable exposure. Check whether the same exchange position or token already exists. If it does, update the existing row instead of creating a duplicate.
Open Add assets and choose Crypto
In an empty portfolio, use Add assets. In a populated portfolio, use Add Capital Item. Choose Crypto from the left side of the modal. Use Import Crypto Statement when you have a file to review. Use Crypto Ticker when you want a market-priced token ticker flow. Use Crypto Wallet / Exchange for a manual exchange-held position or a public wallet balance.
Choose Crypto Wallet / Exchange and read the wallet warning
Open Crypto Wallet / Exchange. This form supports two different visible workflows: public wallet lookup and manual crypto entry. For exchange-held crypto, you do not need to enter a public address. Leave wallet lookup blank and complete the manual value fields below. If you do use a public address, never paste a seed phrase, private key, exchange password, recovery phrase or two-factor backup code into the public address field.
Enter the exchange-held token details manually
Use a clear name such as Coinbase ETH position or Kraken BTC balance. Enter Current value from the latest source. Use the source currency. Add Amount invested only when you know your cost basis. Enter the ticker symbol and quantity/units so the row is understandable later.
Save and verify the Crypto row
After saving, check the Crypto table. Confirm asset name, ticker, units, invested amount, owned value, currency, liquidity and gain/loss. If the row looks wrong, open details immediately. Do not edit numbers simply to make performance look cleaner.
Open details and review the Crypto tab
Open More details and start with the Crypto tab. Confirm the saved token label, source state, ticker, units and value. This is the first screen someone sees when they open the crypto record from Assets.
Open details and review Value
Open More details, then Value. Check owned value, ownership, gross value, amount invested, liquidity, valuation date and valuation method. Manual exchange-held crypto is only as current as the source you entered. Refresh it when the exchange balance, token price or units change materially.
Use Notes only for non-sensitive context
Ordinary Notes can hold non-sensitive context such as source reminder, exchange name, review date or tax note. Do not store passwords, seed phrases, private keys, device recovery steps, 2FA backup codes or custody instructions here. Use Safebox, Held Away or another protected route for sensitive access details.
Field guide
The visible label for the crypto position.
Use the exchange or wallet context without exposing private access details.Optional read-only lookup for a public BTC or ETH address.
Use only public addresses. Never paste seeds, private keys or login credentials.The network used for public wallet lookup.
Choose Bitcoin for BTC addresses and Ethereum for ETH/EVM-style addresses when supported.A shareable blockchain address for read-only balance lookup.
Remember that public addresses can reveal transaction history.The value counted in Assets and Net Worth.
Use the latest exchange balance, wallet snapshot or source-backed value.The currency of the value you entered.
Keep the source currency unless the source already reports a converted value.Your cost basis or original amount invested when known.
Leave blank if you only know today's value.The token symbol shown in the row.
Check symbol ambiguity; some tokens share similar tickers.How many token units the position represents.
Use token units from the exchange or wallet source, not the dollar value.Visible non-sensitive context.
Never store credentials, seed phrases or recovery instructions in ordinary notes.Decision rules
What it adds
- Includes crypto exposure in allocation and net worth.
- Allows Investment Plan to detect existing crypto exposure.
What it does not do
- Capitelist does not custody crypto or trade tokens.
- Exchange values may differ from wallet balances or tax records.
Common mistakes
What to check
- Use Held Away or Safebox for sensitive recovery details.
- Check symbol ambiguity for tokens with similar tickers.
Pasting a seed phrase, private key or recovery phrase into the public address field.
Adding the same exchange position manually and importing it again later.
Entering portfolio value as quantity/units.
Entering amount invested as current value.
Using the wrong token symbol when multiple assets share similar tickers.
Treating exchange balance, wallet balance and tax lot records as the same thing.
Using this visible workflow for private self-custody assets that should be Held Away.
Leaving a stale manual crypto value unchanged while token price or units have moved materially.
After you save
- Check the Crypto row in Assets.
- Open Value and confirm current value, quantity, valuation date, method and liquidity.
- Use Import Crypto Statement next time when a file has several tokens or complex balances.
- Move sensitive custody or recovery information to protected storage.
- Refresh manual crypto values when exchange balances, token prices or units change materially.
- Review Capital Review if crypto concentration or stale value checks appear.