What Are DeCrypto Portfolios?

At DeCrypto.tax, we pride ourselves on offering unique features that set us apart from other crypto tax services. One such standout feature is our Portfolios.

What Are Portfolios?

Portfolios are separate client domains within your DeCrypto account, each with its own unique collection of wallets and exchange integrations. This allows you to track and calculate crypto taxes for different people or investment strategies—all under one account.

Who Are Portfolios For?

Portfolios are ideal for managing crypto investments for individuals with the highest level of trust, such as family members. Since connecting wallets to DeCrypto requires wallet addresses and public API keys, portfolios naturally lend themselves to trusted relationships.

Example Use Case:

• Portfolio 1: Track your personal crypto investments.
• Portfolio 2: Manage the long-term performance of Bitcoin you’ve invested for your daughter.

How to Set Up Additional Portfolios

Adding portfolios is quick and straightforward. Follow these steps:

1️⃣ Click the Profile button in the upper-right corner of the screen.
2️⃣ Select the “Add Portfolio” option.
3️⃣ Scroll down the settings screen to the +Add Portfolio button and click it.
4️⃣ Fill in the Portfolio Name field and click Save Changes.

And that’s it! You can now track separate portfolios effortlessly. Switching between portfolios is as easy as navigating through the Profile menu.

Important Note

To access the multiple portfolios feature, you’ll need one of our paid subscription plans. This ensures you can enjoy the full benefits of advanced portfolio management.

With DeCrypto Portfolios, you gain a flexible and secure way to manage crypto investments for yourself and your loved ones. Start simplifying your crypto tracking today!