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CoinStats is a third-party provider that allows you to sync cryptocurrency wallet balances, exchange portfolios, and transactions into Sure. This integration uses the CoinStats OpenAPI to fetch data from multiple blockchain networks and centralized exchanges.

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How it works

When you connect through CoinStats, Sure syncs:
  • Wallet balances across multiple tokens
  • Exchange portfolios from centralized exchanges
  • Transaction history from both wallets and exchanges
  • Real-time price data for all holdings
The integration supports:
  • Multiple blockchain networks including Ethereum, Bitcoin, and many others
  • Centralized exchange accounts (Binance, Coinbase, Kraken, etc.)
  • Linked investment charts normalized across all connected accounts

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Currency storage approach

All CoinStats accounts are stored in USD and will remain in USD. This design decision ensures data consistency and prevents exchange rate drift.

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Why USD storage?

There are two possible approaches for storing cryptocurrency values: Option 1: Store in USD (current implementation)
  • CoinStats data is stored in USD
  • Values are converted to your family currency when displayed
  • Works the same way as multi-currency accounts already do in Sure
  • If you update exchange rates, values automatically update correctly without requiring a sync
  • Original USD values are always preserved
Option 2: Store in family currency
  • Convert cryptocurrency values to family currency during sync
  • Problem: If currency provider is not set up or conversion fails, data is saved with a 1:1 exchange rate
  • Once saved incorrectly, you lose the original value and cannot fix it later
  • Creates data integrity issues

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Benefits of USD storage

The USD storage approach provides several advantages:
  1. No forex drift: Values are converted only once, preventing cumulative exchange rate errors
  2. Data integrity: Original values are always preserved
  3. Automatic updates: When you fix or update exchange rates, all cryptocurrency values update correctly without re-syncing
  4. Consistency: Works the same way as other multi-currency accounts in Sure
  5. Reliability: No dependency on currency provider being available during sync
This is why USD storage is the preferred approach and will remain the standard for CoinStats integration.

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Setting up CoinStats

To connect your cryptocurrency wallets:
  1. Get a CoinStats API key from CoinStats
  2. In Sure, navigate to account settings
  3. Add a new CoinStats connection
  4. Enter your API key
  5. Select the blockchain networks and wallet addresses you want to sync
Once connected, Sure will automatically sync your wallet balances and transactions.

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Supported features

  • Multiple blockchains: Connect wallets from different blockchain networks
  • Exchange portfolios: Sync holdings and transactions from centralized exchanges
  • Bulk syncing: Fetch balances and transactions for multiple wallets and exchanges in a single request
  • Automatic updates: Sync runs periodically to keep your data current
  • Transaction history: Import historical transactions from wallets and exchanges
  • Token balances: Track balances across multiple tokens in each wallet
  • Normalized charts: Investment charts are automatically normalized and linked across all CoinStats accounts

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Limitations

  • CoinStats integration is currently in beta
  • Requires a valid CoinStats API key
  • Subject to CoinStats API rate limits
  • All values are stored in USD (see currency storage approach above)