Help center

Guides and answers for Bitease products. Start with Portfolio Tracker, Trading Journal, or Account & Security, with more product support coming later.

Account & Security

Get help with signing in, resetting your password, and two-factor authentication.

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Portfolio Tracker

Set up an account, add your first transaction, and review your portfolio overview.

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Trading Journal

Record trades manually or connect a read-only exchange API to import supported trades.

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Asset Index

Coming soon

Support docs for market data, asset pages, and watch workflows are coming later.

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Featured guides

Portfolio Tracker / Cash trackingUnderstanding cash accountsUnderstand cash accounts, deposits, withdrawals, dividends, FX conversions, and cash snapshots in Bitease portfolio accounts.
Portfolio Tracker / TransactionsAdd an asset transactionAdd an asset transaction in Bitease, choose the right market result, and use manual assets and valuations when live pricing is unavailable.
Portfolio Tracker / Performance dashboardPerformance dashboardLearn how to open Performance, use the dashboard tabs, and interpret historical portfolio results.
Trading Journal / OKX API connectionCreate a read-only OKX API keyCreate a read-only OKX API key for Bitease with the correct permissions, trusted IP, and regional settings.
Trading Journal / OKX API connectionConnect OKX and import tradesConnect a read-only OKX API key to an empty Bitease trading journal, import older trades, and manage synchronization.

Have questions? Email support@bitease.io.