1. Navigate to the Crypto>Coins tab

2. Open the Coin Detail screen by clicking the blue hyperlink text


The dropdown arrow next to the asset name in upper left reveals the details for the asset:

  • Name
  • Symbol
  • Hidden - Whether the coin has been hidden or not
  • Custom - If this is a custom created coin
  • IsFiat -If this is a coin representation of a fiat currency (e.g. USD or EUR)
  • Rate Symbol - Shortened code for the asset (e.g. BTC)
  • Asset Account - the ledger account for the asset
  • Fee Account - the ledger account for fees paid with this asset
  • LT Gain Loss Account - Any long term gains or losses on the asset (long term is over one year of holding)
  • ST Gain Loss Account - Any short term gains or losses on the asset (short term is less than one year of holding)

The table represents the aggregate amounts for any asset broken out by the wallet the asset is held within. Columns:

  • Name - refers to the wallet name
  • Market Rate - rate provided for the asset as of the system date selected in the upper right of your screen
  • Quantity - the quantity of the asset held within that wallet as of the system date
  • Value - the total value of the asset for each wallet as of the system date (Market Rate X Quantity)
  • Total Cost Basis - the total cost basis for the asset of the system date
  • Unrealized Gain/Loss - the total gain or loss amount for the asset yet to be realized (Cost Basis - Value)


All transactions that involve the asset for the coin selected. For more information on the contents of this page, refer to the Manage Crypto Transactions guide.

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