Recap

A step-by-step guide for connecting your Kraken account to Recap

Connecting your Kraken account

A step-by-step guide for connecting your Binance account to Recap

Connecting your Binance account through the API

A step-by-step guide for connecting your Kucoin account to Recap

Connecting your Kucoin account

A step-by-step guide for adding your Gemini account to Recap

Connecting your Gemini account

A step-by-step guide for connecting your Bitstamp account to Recap

Connecting your Bitstamp account

A step-by-step guide for connecting your Coinbase account to Recap

Connecting your Coinbase account through the API

A step-by-step guide for connecting your Bitfinex account to Recap

Connecting your Bitfinex account

Bitpanda Pro became One Trading in 2023. How to keep your historic data in Recap and import One Trading activity.

Importing Your Bitpanda Pro (One Trading) Data

A step-by-step guide for connecting your Binance US account to Recap

Connecting your Binance US account

A step-by-step guide for connecting your Luno account to Recap

Connecting your Luno account

A step-by-step guide for connecting your Kraken Futures account to Recap

Connecting your Kraken Futures account

How to sync your Uphold activity within Recap

Connecting your Uphold account

How to connect VALR exchange via API to calculate VALR taxes

Connecting your VALR account

A step-by-step guide for connecting your coinpass account to Recap

Connecting your coinpass account

A step-by-step guide for connecting your Wealth99 account to Recap

Connecting your Wealth99 account

A step-by-step guide for connecting your Bnk To The Future account to Recap

Connecting your Bnk To The Future account

A step-by-step guide for connecting your Nexo Pro account to Recap

Connecting your Nexo Pro account

A step-by-step guide for adding your Crypto.com Exchange account to Recap

Connecting your Crypto.com Exchange Account

A step-by-step guide for adding your BitMEX account to Recap

Connecting your BitMEX Account

A step-by-step guide for adding your Poloniex account to Recap

Connecting your Poloniex account

A step-by-step guide for connecting your Binance Coin-M Futures account to Recap

Connecting your Binance Coin-M Futures account through the API

A step-by-step guide for connecting your Binance USDS-M Futures account to Recap

Connecting your Binance USDS-M Futures account through the API

A step-by-step guide for connecting your Coinbase Prime account to Recap

Connecting your Coinbase Prime account through the API

Daniel Howitt

Ben Shepheard

Scott

API Supported Exchanges

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.