Besides the auto-sync integration, we also wanted to offer an option to manually add and edit your crypto assets. Our focus has always been to make things as simple and intuitive as possible, for this reason, we added four different types of transactions to help you manually manage your assets: deposit, withdraw, buy/sell and transfer.
With the deposit option, you are given the option to add tokens to your portfolio by selecting the amount, value and date in which the transaction took place. The same idea, only using reversed logic, is applied to the withdrawal transaction. By using this option, blox allows you to easily subtract any of the funds or assets that were previously added. The Buy/Sell option is quite self-explanatory, it enables you to keep track of buying or selling of the assets and tokens that were already added to your portfolio. Simple and clear.
It is worth mentioning that you will have to create “virtual wallets” (also known as ‘Accounts’ in Blox) in which you will place your tokens. Each account represents your manually added wallet or exchange, and you can create as many as you’d like. Don’t forget to give each account a unique name to help you better track all your activities.
For example, you can create a “virtual exchange” named Binance to track all the assets you have on the exchange without having to sync it. The same logic is applied to your wallets, you can create a “virtual wallet” named “My Ether Wallet” with your ERC-20 tokens. The name is just for you, to help you identify where those tokens are kept.
That being said, we have prepared articles and guidelines detailing each manual transaction individually, to better help you through all the processes. Do not worry, it’s very easy, but it’s always reassuring to have a step-by-step guide.