Onboarding checklist

Use the Onboarding checklist to set up your account and get started with Cryptowatch.

When you create a new account, Cryptowatch welcomes you with an Onboarding checklist that covers many of its most important features. Tasks that you complete are noted with a green checkmark.
You can check your Onboarding progress at any time using the 
 icon on the Utility Belt.
The Onboarding checklist includes the following:
Account Setup
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 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 Credits stay topped up.
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.
Learn How to Use Cryptowatch
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:
Set up Multi-Factor Authentication - MFA
Connect to your exchange accounts
View your Portfolio
Keep track of your crypto net worth in real-time across all of your connected exchanges.
View your crypto holdings in Portfolio view.

Task Prerequisites:
Set up Multi-Factor Authentication - MFA
Connect to your exchange accounts
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 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, tools, 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.
Advanced Features
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 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.

How to use Cryptowatch

How to connect exchange accounts to Cryptowatch

Last modified 8mo ago

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 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 Credits stay topped up.	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: Set up Multi-Factor Authentication - MFA Connect to your exchange accounts
View your Portfolio	Keep track of your crypto net worth in real-time across all of your connected exchanges.	View your crypto holdings in Portfolio view. Task Prerequisites: Set up Multi-Factor Authentication - MFA Connect to your exchange accounts
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 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, tools, 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.