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Use these for Bitcoin you can’t connect, and for Bitcoin ETF shares. You keep them up to date yourself.
  1. Select Add Account → Track Balance, ETF, or xpub.
  2. Pick Bitcoin Holdings or Bitcoin ETF Holdings.
Track Balance, ETF, or xpub screen with Bitcoin Holdings, Bitcoin ETF Holdings, and xpub or Descriptor

Pick a holding type.

The third choice, xpub or Descriptor, tracks a wallet’s live balance. See Track a wallet.
Manual and ETF holdings count in your totals. They show as Unverified and can’t go on a statement, because there is nothing to verify.

Manual Bitcoin

For cold storage, paper wallets, or Bitcoin held elsewhere.
  1. Enter a Display Name and Balance (BTC).
  2. Set the As of Date. It defaults to today. The Portfolio chart starts the holding on this date.
  3. Select Add Holding. You see Holdings Added! Select View Holdings or Connect Another Account.
Manual Bitcoin form with name and amount

Name and amount.

Have the wallet’s xpub? Add it by xpub instead. Control Center then tracks the balance for you.

Keep it current

Open the holding from Accounts.
Manual holding page with Update Balance and Add Transaction sections

Update the balance, or log a transaction.

  • Update Balance: enter the new total and its date. Select Update. The chart changes from that date.
  • Add Transaction: log a Buy, Sell, Transfer In, or Transfer Out. Check Add this amount to balance to change the balance too.
Things to know:
  • With Add this amount to balance checked, a Sell or Transfer Out larger than the balance sets it to zero.
  • Unchecked, you may see Transaction total would exceed the current balance. Check Add this amount to balance, or update the balance first.
  • Deleting a transaction always reverses it in the balance, even if you didn’t check Add this amount to balance.
  • A back-dated transaction changes the chart from its own date. So does deleting it.
  • Deleting a transaction has no confirmation.

Bitcoin ETFs

  1. Enter a Display Name, such as your brokerage.
  2. For each fund, pick the ETF and enter Shares. Date Purchased is optional.
  3. Select + Add Another ETF for more funds.
  4. Select Add ETF Holdings. You see ETF Holdings Added! Select View Holdings or Connect Another Account.
Bitcoin ETF holdings form

ETF holdings with an estimated BTC total.

Supported funds: IBIT, FBTC, GBTC, ARKB, BITB, HODL, BTC (Grayscale Mini Trust), and MSBT.

How the BTC amount is worked out

Shares × Bitcoin per share. Bitcoin per share is a fixed reference figure for each fund. It goes down a little each day to reflect the fund’s fees.
This is an estimate. It is not live fund data. Your broker’s figure may differ slightly.

Change your holdings

Open the ETF account. Under Holdings, select Add Holding or Remove. To change a share count, remove the row and add it again.
ETF account page with computed balance and a holdings table

An ETF account and its holdings.

Removing a holding

Open the holding. Select Remove Account.
  • Manual Bitcoin: Control Center asks first. Select Remove to confirm.
  • ETF: the account is removed immediately, with no confirmation.
Remove Cold storage? dialog with Cancel and Remove buttons

Removing a manual holding asks first.

Removing deletes the account, its balance history, and its transactions. There is no undo.
Manual and ETF accounts can’t be renamed yet. To rename one, remove it and add it again.