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Tracking Cryptocurrency in Simplifi
Tracking Cryptocurrency in Simplifi
Learn about tracking Cryptocurrency (crypto) in Simplifi
Natalie avatar
Written by Natalie
Updated this week

Although there may be some limitations, the ability to track most cryptocurrencies is currently offered in Simplifi.

When manually tracking cryptocurrency, you'll simply enter the appropriate ticker symbol and the number of shares (or coins), and Simplifi will automatically populate the current value, as well as track price changes, etc.

When connecting your Investment Accounts to the financial institution, tracking cryptocurrencies may be a little more challenging. Although the financial institution may accurately identify the coin, they may not provide a valid ticker symbol, which would prevent Simplifi from being able to retrieve updated price quotes.

However, if you experience any trouble tracking your cryptocurrencies in Simplifi, whether in a manual or a connected Investment Account, our Support Team is just a click away!

  • For more details on tracking investments in Simplifi, please click here.

  • For more details on how investment data gets updated in Simplifi, please click here.

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