Aureli tracks cryptocurrency holdings as a dedicated asset type, separate from stocks. You provide the symbol and quantity — Aureli fetches the latest price automatically each day.
Adding a crypto holding
- Open your portfolio and go to Assets.
- Click Add asset and select Cryptocurrency from the asset type list.
- Search for the coin symbol (e.g. BTC, ETH). Select the correct match from the results.
- Enter the number of units you hold.
- Optionally specify an exchange if you want prices sourced from a specific venue.
- Click Save.
Automatic price updates
Crypto prices are updated on the same daily schedule as stocks — once per day. The latest price is fetched from the market data provider and stored as a new valuation, which is immediately reflected in your net worth.
Automatic price updates require a PRO plan. If you are on the LITE plan or if your plan has been downgraded, price updates are paused. You can still add manual valuations in the meantime.
Manual valuations
You can add a manual valuation at any time from the asset's detail page, regardless of whether automatic updates are enabled. This is useful if you want to record a specific cost basis date or correct an outdated figure. See Manually updating an asset's value.
How crypto differs from stocks
- Asset type — Crypto uses the Cryptocurrency asset type rather than Stock. Both support the same ticker search and auto-update mechanism.
- No exchange required — Most crypto symbols are globally consistent, so specifying an exchange is usually unnecessary.
- Volatility — Because crypto prices move significantly between daily updates, your net worth snapshot reflects the price at the time of the last update, not real-time.
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