How do I enter and update cryptocurrency holdings?

Where to find it: ACCOUNTS and INVESTMENTS

Open Edit Investments for the account and select Add Cryptocurrency Investment. Search for the cryptocurrency by name or symbol, choose the correct result and enter the amount held and the requested valuation and cost information.

MRA obtains supported cryptocurrency prices from CoinGecko. To refresh them, return to ACCOUNTS and INVESTMENTS and select Update Cryptocurrency Prices above the accounts table. A price refresh does not change how many units you own; update units and book value yourself after transactions.

Review the expected return and allocation assumptions separately from the current quote. A recently updated market price is a valuation input, not a forecast of future returns.

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