Product

Portfolios

• How do I delete portfolios?
• Can I have multiple portfolios under one organization? How do I add additional portfolios?
• How frequently is my portfolio data refreshed?
• How do I see the historical performance of my portfolio on a certain day?

Coins

• How do I add coins into my watchlist?
• What is the Coins page for, and how do I use it to my advantage?

Reports

• What are the reports for? How do I export them?
• Why am I not able to see any reports?

Transactions

• How do I model common OTC transactions?
• How do I upload transactions via CSV?
• What are reconciled transactions?
• What are unreconciled line items?

Wallets & Accounts

• How do I integrate my Bitstamp account with Lumina?
• How do I integrate my Bitmex account with Lumina?
• How do I integrate my Bitfinex account with Lumina?
• How do I integrate my Binance account with Lumina?
• How do I integrate my Kraken account with Lumina?
• How do I integrate my Poloniex account with Lumina?

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Users

• How do I create separate additional Organizations for my clients to upload their data in Lumina?
• Can I deactivate my account?
• How do I leave an organization?
• What is the difference between a Member and an Admin?
• How do I add users to my organization?

Settings

• How is Lumina integrated with accounting platforms?
• How can I change the functional currency displayed on my portfolio?

Lumina Trade Execution

• What is Lumina Trade Execution? How can I sign up to have first access to Lumina Trade?