Introduction

The step-by-step tutorial to get started with Crypto Excel.

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:

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Useful links to get started

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”.

Quick access to start the tutorial guide

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”.

Quick access to the documentation

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Documentation overview

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

• 1) Create an account

  • Our subscription plans

  • How to access the app

  • Manage your subscription

• 2) Exploring the dashboard

  • Interface overview: Transactions, Portfolio, Charts, Indicators, and Buttons

• 3) Add and edit transactions

  • Add a transaction manually

  • Connect an exchange via API

• 4) Set up exit positions

  • Set exit thresholds for the portfolio

  • Implement a manual strategy (per cryptocurrency)

• 5) Generate automated positions

  • Set up an automatic strategy (applies to all cryptocurrencies)

  • Strategy examples

• 6) Get notified by sell alerts

  • How sell alerts work

  • Daily monitoring with notifications

  • Add a minimum Profit / Loss condition

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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 dots 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 ou Screendesk)

• Or a few screenshots clearly showing the problem

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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

Stay connected to newest updates.