Before you start
Use this workflow only when the wallet address is public and you are comfortable storing it in a visible portfolio record. A public blockchain address can reveal transaction history, token balances and activity patterns. Never paste a seed phrase, private key, recovery phrase, exchange password, device PIN or signing instruction into this flow.
Detailed steps
Open Assets > Investments and check existing crypto wallet rows
Start in Assets > Investments. Look for the wallet label, token, exchange or address context before adding anything. If the wallet is already represented, update the existing row instead of creating a duplicate crypto position.
Open Add Capital Item and choose Crypto Wallet / Exchange
Choose Crypto, then Crypto Wallet / Exchange. Use this visible flow for a public address or a normal wallet balance that can appear in the portfolio. Use Held Away cold wallet crypto when the custody route, ownership context or recovery path should stay private.
Read the public wallet warning before typing
The Public wallet lookup block is read-only and asks for a public address. This field is not for secrets. If you are holding a hardware wallet or self-custody setup, the public address can be visible only if you are comfortable with its transaction history being linkable to the portfolio.
Choose the chain and enter only the public address
Select the correct chain first. Bitcoin addresses and Ethereum-style addresses are different. Enter only the public address, such as a BTC address or 0x address. If you are unsure whether the text is a public address or a recovery phrase, stop and do not paste it.
Enter or review value, ticker and quantity
If the lookup returns a result, compare it with your source before saving. If you are entering the wallet manually, use a wallet snapshot or block explorer for current value, ticker and units. Amount invested is optional; use it only when you know cost basis. Do not enter dollar value as quantity.
Save and verify the Crypto row
After saving, check the Crypto table. Confirm the wallet label, token symbol, units, invested amount, owned value, currency, liquidity and gain/loss. If the value was entered manually, remember that it can become stale as token prices or wallet units change.
Open More details and review the Crypto tab
Open More details for the saved wallet record. In the current product version, the Crypto tab shows the saved position and explains that deeper public wallet and token inventory can expand later. Treat this as a tracked portfolio position, not a full wallet explorer replacement.
Open Value and check method, date and liquidity
Use the Value tab to confirm owned value, amount invested, liquidity, valuation date and valuation method. Manual entry means you are responsible for keeping the number current. Update the record when the wallet balance, token mix, token price or source changes materially.
Field guide
The visible label for the wallet record.
Use a clear label without exposing private access instructions.The blockchain network for the public address.
Choose Bitcoin for BTC addresses and Ethereum for 0x/EVM-style addresses when supported.A shareable blockchain address used for read-only lookup or record context.
Never paste seed phrases, private keys, recovery phrases or passwords.Attempts to read a public wallet balance when supported.
Review any result before saving; unsupported chains or incomplete data may need manual entry.The value counted in Assets and Net Worth.
Use a reviewed lookup, wallet snapshot or block explorer value.The currency of the displayed value.
Keep it consistent with the source you reviewed.Known cost basis or original amount invested.
Leave blank if you only know today's value.The main token symbol shown in the row.
Use the token symbol from the wallet source and watch for ambiguous tickers.Token units represented by the row.
Use token units, not the fiat value.How the value was supported.
Manual entry is different from a reviewed public address lookup.Decision rules
What it adds
- Lets you track self-custody balances without exposing secrets.
- Improves portfolio visibility for on-chain holdings.
- Keeps public-address exposure separate from protected cold-wallet recovery details.
What it does not do
- A public address can expose transaction history.
- Unsupported chains, scam tokens or zero-value airdrops may need filtering.
- The current details screen tracks the saved crypto position and linked evidence; deeper public-token inventory can expand later.
Common mistakes
What to check
- Never paste a private key or seed phrase into the address field.
- Confirm the network before trusting the balance.
- Use Held Away or protected storage when the custody route itself should stay private.
Pasting a seed phrase, private key or recovery phrase into the public address field.
Using a visible public-address workflow for a wallet that should stay private as Held Away.
Selecting the wrong chain for the address.
Entering fiat value as token quantity.
Treating a public address lookup as proof you control the wallet.
Ignoring scam tokens, dust balances or zero-value airdrops in a wallet view.
Letting a manual wallet value go stale after token prices or units change.
Adding the same wallet manually and through an import later.
After you save
- Check the Crypto row in Assets.
- Open More details > Crypto and confirm the saved position is understandable.
- Open More details > Value and confirm value, method, date, amount invested and liquidity.
- Use Held Away or protected storage for custody route, recovery location, device instructions and emergency access notes.
- Refresh the value when wallet units, token mix, token prices or source evidence changes.
- Use Import Crypto Statement when a wallet export or screenshot contains several tokens that need row-by-row review.