# Introduction

## Video presentation

* Welcome to the Crypto Excel documentation, our web application available on both desktop and mobile.
  * With its intuitive dashboard, tracking your cryptocurrency investments becomes simple and efficient.
  * Before getting started, we invite you to watch the presentation video below:

{% embed url="<https://www.youtube.com/watch?v=-u5CF5wA4yU&ab_channel=CryptoExcel>" %}

***

## **Useful links to get started** <a href="#liens-utiles" id="liens-utiles"></a>

**Tutorial Guide**

* To help you get started, we also recommend checking out our tutorial guide, directly integrated into the app (it only takes 2 minutes!).
* To access it:
  * Click your **profile icon** to open the dropdown menu.
  * Select “Tutorial guide”.

<figure><img src="/files/aBEAPMzhb87fDKw4jt6w" alt="Quick access to start the tutorial guide"><figcaption><p>Quick access to start the tutorial guide</p></figcaption></figure>

**Documentation**

* The documentation you are currently reading is also accessible directly from your dashboard.
* To access it:
  * Click your **profile icon** to open the dropdown menu.
  * Select “Documentation”.

<figure><img src="/files/KfKTFa8i6gKc1I7ted4f" alt="Quick access to the documentation"><figcaption><p>Quick access to the documentation</p></figcaption></figure>

***

## **Documentation overview**

In the following sections, we will go over each topic presented in the introduction video and tutorial guide.

* [1) Create an account](/documentation/en/1-create-an-account.md)
  * Our subscription plans
  * How to access the app
  * Manage your subscription
* [2) Exploring the dashboard](/documentation/en/2-exploring-the-dashboard.md)
  * Interface overview: Transactions, Portfolio, Charts, Indicators, and Buttons
* [3) Add and edit transactions](/documentation/en/3-add-and-edit-transactions.md)
  * Add a transaction manually
  * Connect an exchange via API
* [4) Set up exit positions](/documentation/en/4-set-up-exit-positions.md)
  * Set exit thresholds for the portfolio
  * Implement a manual strategy (per cryptocurrency)
* [5) Generate automated positions](/documentation/en/5-generate-automated-positions.md)
  * Set up an automatic strategy (applies to all cryptocurrencies)
  * Strategy examples
* [6) Get notified by sell alerts](/documentation/en/6-get-notified-by-sell-alerts.md)
  * How sell alerts work
  * Daily monitoring with notifications
  * Add a minimum Profit / Loss condition

***

## **Bug troubleshooting procedure**

Si vous rencontrez un comportement anormal (affichage bloqué, données manquantes, bouton inactif, etc.), suivez les étapes ci-dessous :

#### **1. Fully refresh the page**

**Shortcut:**

* **Windows / Linux :** `Ctrl + F5`
* **Mac :** `⌘ + Shift + R`

This forces your browser to reload all elements from the server (instead of using cached files).

#### 2. Clear your browser cache and cookies

This removes any potentially corrupted local data.

**Procedure on Google Chrome:**

1. Click the **three vertical dot**s in the top-right corner.
2. Go to **Settings > Privacy and Security > Clear browsing data**.
3. Check **Cookies and other site data** + **Cached images and files**.
4. Click **Clear data**.

Direct link: chrome://settings/clearBrowserData

#### 3. Log out and log back in

* Click your **profile icon** (top right-hand corner of the dashboard).
* Select **“Log out”**, then log back in with your usual credentials.

This will regenerate your user session.

#### **4. Test on another browser or device**

* Try opening Crypto Excel on **Google Chrome** (recommended browser).
* If you’re using **Brave**, **Edge**, **Safari**, or **Firefox,** compare the behavior.
* You can also test on another computer or smartphone to check if the issue persists.

#### 5. Contact Crypto Excel support

If the problem continues after these steps, please contact us and specify:

1. **Your operating system** (Windows, macOS, iOS, Android, etc.)
2. **The browser used** (Chrome, Brave, Safari, etc.)
3. **The page or feature concerned**
4. **A short description of the issue**

To help us investigate, please attach:

* A short video recording (via [**Loom**](https://chromewebstore.google.com/detail/loom-%E2%80%93-screen-recorder-sc/liecbddmkiiihnedobmlmillhodjkdmb) ou [**Screendesk**](https://chromewebstore.google.com/detail/screendesk-screen-recorde/ahlekhjogfceepmgfhpbombbepcgjcao))
* Or a few **screenshots** clearly showing the problem

***

## **Join the Crypto Excel Community on Discord**

* Finally, Crypto Excel gives you access to a dedicated Discord server, where you can:
  * Connect with other community members
  * Share news about market developments
  * Discuss your strategies and goals
  * Stay up to date with our latest updates
  * Suggest new features and contribute to the future of Crypto Excel
* Join our Discord server using this link: <https://discord.com/invite/Mz4jcRe>

<figure><img src="/files/OanEOWdH4lFcvccGrsDj" alt="Stay connected to newest updates."><figcaption><p>Stay connected to newest updates.</p></figcaption></figure>


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