Wallets & currency
Split your accounts, and view them under a single reference even when currencies are mixed.
What a wallet (account) is
Trading records are managed per wallet. Like a brokerage account or an exchange wallet, you can split your funds and assign a display currency and asset type to each wallet. Every trade in your journal belongs to one wallet, and you can filter by wallet on the dashboard and in reports.
You manage wallets in Wallet management under the Settings → Features tab. For each wallet you set the display currency (KRW / USD), the quantity unit, and the asset type.
Stored in the original currency, converted when viewed
Trade amounts are always stored in that wallet's original currency as-is. Conversion happens only when displaying on screen.
- Single-currency screens (one wallet, or wallets of the same currency) show the original numbers as-is, without conversion.
- Only on mixed-currency aggregate screens (summing wallets of different currencies together) are amounts converted to the base currency before adding. A notice that currencies are mixed is shown in that case.
Base currency and exchange rate
The base currency is the value that decides which currency mixed-currency screens are summed and shown in. Choose KRW or USD in the Settings → Features tab. Theexchange rateis managed as a single "1 USD = how many KRW", and this value is used only for the aggregate conversion on mixed-currency screens. Numbers on single-currency screens are unaffected by the exchange rate.
Changing the base currency changes the display reference for mixed-currency screens, so a confirmation dialog appears when you change it.
Renaming and deleting wallets
- Renaming a wallet also updates the assignment of the existing trades that belong to it.
- Deleting a wallet does not remove its trades; they remain in an "Unclassified" state.
- Changing the display currency only changes the display reference going forward; the stored original amounts stay the same.
Wallet count limit
Both the free and paid plans include 1 wallet. On the paid plan you can buy additional wallets one at a time under Settings → Billing, up to 5 in total; removing one never deletes wallets or records you already created (you just can't create new ones while over the limit). For pricing and how it's settled, see the Plans & billingguide.
A tour of the settings page
The settings page is divided into categories on the left.
| Tab | Contents |
|---|---|
| General | Profile photo and nickname, away mode (hides asset amounts after a set time), animation effects. |
| Features | Base currency and exchange rate, wallet management, strategy management, tag management. |
| Account | Sign out, account reset (deletes records only, keeps the account), account deletion. |
| Privacy | Data protection notice, bulk management of items published in analysis reports. |
| Billing | Current plan, payment method, payment history, cancel/resume, refund requests. |
| Usage | This month's journal, CSV, and storage usage against your plan limits. |
Account reset and deletion
- Account reset — Erases journal entries, accounts, notes, and strategies while leaving your account and login intact. Requires typing a confirmation phrase.
- Account deletion — Deleted after you type a confirmation phrase, and you are signed out immediately. After deletion you can recover your records by signing back in within 3 days; after 3 days they are permanently deleted.