Onboarding
​Create a Cryptowatch account to view your aggregated portfolio and trade from the terminal.
When you create a new account, Cryptowatch welcomes you with an Onboarding checklist that covers many of its most important features. Completed tasks receive a green checkmark.
The Onboarding checklist includes the following:
Task | Description | How to Complete |
Create Account | Unlock new features, including trading and alerting, with a Cryptowatch account. | Successfully create a Cryptowatch account. |
Set your phone number | Receive price/volume and personal order fill alerts on your mobile device. | Input your mobile phone number under the Account menu of your account settings. |
Set up your billing details | Add a credit card to make sure your account remains active. | Input your billing details under the Subscription menu of your account settings. |
Set up Multi-Factor Authentication - MFA | Protect your account by setting up multi-factor authentication. We support TOTP (Google Authenticator), and FIDO U2F (Yubikeys). | Setup MFA for your account under the Security menu of your account settings. |
Task | Task Description | How to Complete |
Create a price alert | Get notified as soon as the market hits a specific price level. | ​Create a price alert on any market on Cryptowatch. Task Prerequisite: Set your phone number |
Connect to your exchange accounts | Connect your Cryptowatch account to your exchange accounts via API keys to use our powerful all-in-one trading interface and portfolio tool. | ​Generate and import API key(s) into your Cryptowatch account under the Exchange Keys menu of your account settings. ​ Task Prerequisite: Set up Multi-Factor Authentication - MFA |
Place an Order | Learn how to use our trading interface by placing an order. | ​Place an order on any market on Cryptowatch. ​ Task Prerequisites:
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View your Portfolio | Keep track of your crypto net worth in real-time across 12 supported exchanges. | View your crypto holdings in Portfolio view. Task Prerequisites:
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Create a custom color scheme | Customize background, text, and chart colors to your preferences. | Create a custom theme for your Cryptowatch account. |
Say hello to the Chat | Introduce yourself in the site-wide Chat and talk to other traders! | Send a message in the Chat. ​ Task Prerequisite: Set up your billing details |
Execute a CLI command | Try out the Command Line Interface (CLI), which you can use to get things done faster across the site. | Execute a CLI command. |
Build a spreadsheet with Cryptofinance | Cryptofinance brings crypto market data in to Google Sheets. Use it to build custom portfolios, algorithms, and indicators. | Install the Cryptofinance plugin in to a Google Sheet, and generate and import your Cryptowatch API key, achievable under the API Access menu of your account settings. |
Task | Task Description | How to Complete |
Connect to the WebSocket API | Connect to the Cryptowatch WebSocket API to stream market data. | Connect to the Cryptowatch WebSocket API by generating a Cryptowatch API key, achievable under the API Access menu of your account settings. |
Set up a zap on Zapier | Use any Zapier trigger and action to programmatically place an order through any of the supported trading exchanges on Cryptowatch. | Setup any Zapier trigger by generating a Cryptowatch API key, achievable under the API Access menu of your account settings. |
You can access the Onboarding checklist anytime by clicking the 
icon located on the top right of any page, or via the Account menu of your account settings.