Welcome to MyAssets, the assets management tool designed for you.
MyFinance - Cryptocurrency is a place where you can retain critical information about your digital currencies. MyAssets will help you keep track of and manage your accounts and investments. Your Cryptocurrency accounts can be managed as part of your total assets, including valuable collections, property, and anything else you might own or value.
You can look for Cryptocurrency in MyFinance when you click on the icon on the left side bar. That button will bring you to the MyFinance dashboard. You should then look for the Cryptocurrency tab in the options on the top of the page and click it to see your Cryptocurrency Summary page.
The Cryptocurrency Summary will show you a clear picture of your liquid assets, investments, liabilities, and net value.
Add an item
Click the "Cryptocurrencies" tab in MyFinances Dashboard.
Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).
A pop-up window like below would appear. Click the drop down arrow to reveal all options and select the item you would want to add in your Cryptocurrencies.
Once you select the institution, the "Coin/Cash" icon will be enabled. Click "+" on the left side of coins/cash to add the details of your account such as Code Name/Code, units, and current price.
In Additional Details you can add details such as:
- Account ID
- Cold Wallet: a wallet that is not connected to any online platform
- Hot Wallet: a wallet that is connected to the internet
You can also add the percentage of your ownership of this asset.
Upload documents and related items in the Attachments section.
To save, click "Create".
Edit an item
On the portion of cryptocurrencies, there is no edit option yet but for institutions/exchanges to edit click it among options below:
Scroll down your screen and choose among your list on which you would want to edit. On the left side on the name of the institution/exchanges that you would want to click, click the arrow down option as per screenshot below:
Once there, click the 3 dotted lines on the upper right hand corner of your screen then click "Edit".
Once done, make sure to click "Save" for changes to be saved.
Delete an item
On the portion of cryptocurrencies, there is no delete option yet but for institutions/exchanges to delete click it among options below:
Scroll down your screen and choose among your list on which you would want to delete. On the right side of your screen, click the 3 dotted line as per screenshot below:
Pop up below would appear, click "Delete" to confirm.