How to add or delete an asset to a wallet

Easily add or delete assets in your wallets via the Exceefy purchase/sale form.

To add an asset to a wallet:

  1. Visit Portfolio page.

  2. Click Purchase and fill out the form information:

    • Status: Finished

    • Date of the transaction: Tip: Click today to put the date of the day

    • Token: Select the token

    • Wallet: Choose the associated portfolio

    • Quantity: Indicate the number of tokens

    • Average dollar price: Enter the average price

  3. Advanced mode (Optional):

    • Type of fees: in dollar or token

    • Amount of costs: Amount applied to the transaction

    • Be alerted: Yes/No to receive a notification on this transaction

    • Add a note: to specify additional information

  • Click on the transaction line you want to delete, the form opens: you can modify the information or click delete to erase the transaction.

  • You can also click directly on the basket icon in the table.

⚠️Important: Any deletion is definitive. Make sure you really want to delete the transaction.

Help Exceefy | Add or delete an asset in an Exceefy wallet