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What are profiles?

Definition of profile and multi-profile option.

Diego Lorenzetti avatar
Written by Diego Lorenzetti
Updated over 5 months ago

A profile allows each user to connect their wallets and exchanges, manually import (and via csv) transactions and create their own reports.

Inside each profile are shown all the transactions imported automatically or manually.

Each profile is completely independent from the others belonging to the same account.

The Family plan allows users to create and manage up to 4 profiles within the same account, a very useful functionality to manage your family members' assets in a separate and independent way from your own.

All the other plans are limited to one profile.

In the multi-profile option, username and password stay the same and are shared among all the profiles

Knowing that, it is very important not to create profiles with people outside your family to protect your private data and avoid unauthorized external access to anyone.

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