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

Trading Journal / OKX API connectionCreate a read-only OKX API keyCreate a dedicated read-only API key in OKX before connecting your account to a Bitease trading journal.
Trading Journal / OKX API connectionConnect OKX and import tradesAdd your read-only OKX credentials to Bitease, connect them to an empty trading journal, and import your supported trade history.
Portfolio Tracker / Cash trackingUnderstanding cash accountsThe cash account tracks uninvested money next to your portfolio positions. Use this guide to understand where cash appears, how cash transactions work, and when to use snapshots.
Portfolio Tracker / TransactionsAdd an asset transactionChoose an asset type, search by name or symbol, add transaction details, or create a manual asset when needed.

Have questions? Email support@bitease.io.