This article explains how to upload trade history using exchange files or APIs.
Contents:
1. How to upload transaction history files.
2. How to upload transaction history files .(Using cryptact's "Assistant" feature.)
3. How to upload trade history using APIs
Additional Note:
We cannot automatically process transaction histories that have insufficient information from the exchange, or cases where the transaction history is missing from the obtained information. For example, if the transaction type is blank in the transaction file, automatic processing is not possible.
Additionally, we do not provide automatic handling for histories that have no impact on profits, losses, or balances. (More details can be found here.) If there is a history that is not automatically handled but has an impact on profits or losses, please add it as a custom transaction by yourself.
1.How to upload trade history using exchange files
1.Click "+" icon in the top right-hand corner. And click on "Upload trancsaction".
2.Select which exchange the file is for.
3. For example, in the case of uploading a trade history file for bitFlyer, you can either drag&drop the file to the appropriate box or click the box to select it from its location.
* When uploading a trade history file, please also refer to Precautions for when uploading trade history files
NOTE: In the "Upload History" tab, you can check for files that failed to upload for whatever reason. They are highlighted in red.
2.How to upload transaction history files .(Using cryptact's "Assistant" feature.)
1.Click "Step ●/●" at the top right corner of the screen(You can move to the Assistant (※1)) . Then in "Select your exchanges and/or blockchains," click on "Select" .
(※1) For more details on the "Assistant" feature, click here.
2. Choose an exchange/blockchain that you have trading experience with. And click on "Confirm exchanges".
3.In "Upload or Sync your transactions," click on "Add transactions" .
4.Click on”Uploading files”.
5.After uploading the file, click on the "Upload" .
3.How to upload trade history using APIs
You can also use APIs to get trade history. For details, please refer to the following article.
■How to use API connectivity with exchanges
* When establishing an API connection, please refer to the precautions described in this article.