How to create a wallet in Exceefy

Discover the simple steps to create and personalize your first crypto wallet in Exceefy.

There are several ways to create a portfolio according to your situation

First creation (if you have no portfolio yet)

  • Visit the page WORK

  • Click the Create a wallet

  • Fill in mandatory information:

    • Portfolio name*

    • Color*

    • Tags (optional)

    • Platform (Optional)

  • Validate: your first wallet is ready

![](/assets/fr/Capture d’écran 2025-08-29 162354.png)

If you already have a portfolio

  • Go to the page Wallet

  • Click on the name of your wallet

  • A drop -down menu appears

  • Click Create a portfolio

  • Fill the information and validate

![](/assets/fr/Capture d’écran 2025-08-29 162940.png)

From your profile settings

  • Click on your profile photo

  • Open the section Settings → Wallet

  • Click Create a portfolio

  • Fill the information as before

![](/assets/fr/Capture d’écran 2025-08-29 162734.png)

💡Tip: In real life, there are often several wallets. Example: a portfolio Binance for your cryptos on Exchange, a portfolio Ledger for secure storage, and a portfolio Metamask for your DEFI transactions.In Exceefy, create a wallet for everyone in order to better separate your strategies and follow your assets more easily.

Help Exceefy | How to create an Exceefy portfolio