Cryptoworth

Follow these steps to update the time zone for a specific entity in Cryptoworth.

How to Set a Portfolio Timezone

How to Add/Remove Transaction Columns

Create an “Ignore” classification to exclude spam or unwanted transactions from reports, cost basis, and ERP syncs in Cryptoworth.

How To Ignore Spam Tokens And Other Transactions

Handling Spam Tokens Via Address Book Groups

How To Set Up And Navigate DeFi

Lock or unlock key transactions to protect data from edits. Manage locks via filters or Portfolio Settings. Use "Remove All" to reset.

Lock/Unlock Transactions

Generating a Crypto One API Key

Workspace Multi-Currency Operations

Follow these steps to migrate your private entity (portfolio) to a company-level portfolio in Cryptoworth.

How to Convert a Private Portfolio to Company Portfolio

User Management Basics

Issues - Missing Market Data Warning

Set decimal precision between 8–12 places in Cryptoworth for your preferred level of accuracy when calculating asset transactions.

Decimal Precision

Portfolio Settings - Setting Up Calculation Settings

Cryptoworth's AI Assistant answers platform-related queries in real-time using help center content and GPT-based responses.

Cryptoworth's AI assistant (ChatGPT)

Customer Success Team

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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