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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?
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