Quick Start & Security

Overview: Before you rely on any exchange dashboard, secure your CoinSmart account. Good security practices ensure uninterrupted access to portfolio data and protect value.

Sign-in essentials
  • Create a strong, unique password (use a passphrase & password manager).
  • Enable two-factor authentication (2FA) immediately — prefer an authenticator app over SMS.
  • Verify email address and add a secure recovery method.
Account hygiene
  • Use a dedicated email for financial accounts to reduce exposure.
  • Keep your device OS and browser updated; avoid public Wi-Fi when logging in.
  • Review and revoke any unused API keys or third-party app access regularly.
Tip: If you sign in from a new device, CoinSmart typically sends a notification or verification email — treat that as a trust signal and follow the instructions promptly.

Login & Dashboard Navigation

Step-by-step sign-in: The following steps will get you into your CoinSmart dashboard safely and quickly.

1) Visit the official site or use the app.

Open the CoinSmart web portal or the official mobile app. Confirm the URL or app store publisher to avoid phishing imitators.

2) Enter credentials and 2FA.

Enter your registered email and password, then complete the 2FA prompt. If you use a hardware key or authenticator, follow the secondary verification steps.

3) Access the portfolio tab.

After a successful login, navigate to Portfolio or Accounts. This central screen aggregates holdings, market values, and recent activity.

Dashboard essentials
  • Total portfolio value: Live USD/CAD (or selected base currency) valuation of all holdings.
  • Individual balances: Token-by-token quantities and current market prices.
  • Performance charts: Historical P&L visuals and time-range selectors (24h, 7d, 30d, custom).
  • Recent transactions: Quick audit of deposits/withdrawals/trades for reconciliation and tax records.
Metric: Realized vs. Unrealized P&L
Realized shows closed trades; unrealized shows open positions' paper gains/losses.
Check both to assess realized tax events and current exposure.

Monitoring, Alerts & Best Practices

Active monitoring: Turn portfolio oversight into a routine and use built-in tools to reduce manual checking.

Set price & performance alerts
  • Configure alerts for price thresholds, % move per day/week, or when a holding reaches a target value.
  • Use email, SMS, or push notifications on mobile so alerts reach you immediately.
  • Consider volume and volatility filters to avoid noise from tiny movements.
Use portfolio analytics
  • Examine allocation by asset, sector, and geography to spot concentration risk.
  • Review historical returns and drawdowns to understand downside vulnerability.
  • Leverage tax summaries or export CSVs for bookkeeping and tax preparation.
Integrations and exports
  • Connect CoinSmart to portfolio aggregators or accounting software using secure APIs (only if you trust the service).
  • Regularly export trade history and deposit/withdrawal logs for backup and tax reporting.
Operational discipline: Check your portfolio on a scheduled cadence (daily/weekly) rather than continuously reacting to noise. Use alerts to capture important moves instead of refreshing constantly.