Setup session
Exchange connector setup
Point the import desktop at the exchanges you use, map account labels, and verify the first clean balance pull before you rely on it alone.
Scope
We configure connectors for a defined set of exchanges, assign wallet and account labels, and run a supervised first import into your portfolio ledger. You leave with a working import path and short notes on how to re-run it.
Included
- Connector credentials guidance using read-oriented keys you create
- Label map for exchanges and external wallets in scope
- One verified import with a spot-check against live balances
- Troubleshooting for common permission and rate-limit issues during setup
Not included
Ongoing monitoring, custom development for unsupported venues, or a full mismatch investigation — that sits in the full ledger reconciliation.
Next step
Request connector setup with your exchange list.