With the growing number of platforms and tools, you can combine several integrations in the Dashboard into one folder. The folder makes your overview and portfolio tracking easier and does not change your tax report.
At a glance
👁️ Via the three-dot menu (⋮) of an integration, you can create a new folder, select an existing group or add a new address. The balances of the integrations in the folder are summed up in the overview.
How do I group integrations in a folder?
1️⃣ Open the Integrations tab in the Dashboard.
2️⃣ Click the three dots (⋮) on the integration you want to group.
3️⃣ Choose whether you create a new folder, select an existing group or add a new address.
Group
Wallets/Services
If you create a multi-wallet integration such as Ledger or Trezor, Blockpit groups all its wallets in one folder automatically. You can also add existing or future integrations to this folder later.
Why is this useful?
Grouping is a basic step towards better organization and management of your portfolio:
Better organization: You combine single integrations in one group, for example useful with different blockchains on one wallet such as Ledger.
Summed-up balances: The balances are summed up in the overview. This makes portfolio tracking easier and gives you a quicker overall view.
No impact on the tax report: Grouping does not affect your tax report and is not shown in it. It helps your overview but does not interfere with the calculation.
Typical mistakes
✗ Expected the folder to be part of the tax calculation → grouping only affects the overview and balances, not the tax report