Question 1

How do I sign up for Capfolio?

Accepted Answer

1. When you click on sign up, you set up a passwrod and user ID. The system will automatically create a free trial account (14 days of premium then you switch to the basic free plan)   You can upgrade tp a paid account at the billing screen by entering a payment method at anytime.    2. From there, you can link your exchange account in a few simple steps.

Question 2

What is Capfolio?

Accepted Answer

Capfolio is a next generation trading platform that brings together all the tools and resources that beginner or advanced cryptocurrency traders need to easily manage their digital assets and maximize profit opportunities in the 24/7/365 crypto market. Security is important to us, you can read more about that here. Capfolio was created by traders for traders. We are real people that appreciate feedback and feature suggestions. We listen!

Question 3

Is there a minimum deposit amount required in order to use Capfol.io?

Accepted Answer

Although there is no requirement for a minimum amount, we recommend our users to deposit at least $200 in their exchange accounts. This ensures a more flexible and comfortable construction of a well-diversified portfolio.

Question 4

How do I use Capfolio?

Accepted Answer

The unified trading terminal allows users to monitor and execute all their trading activities in real-time.  Leverage backtesting tools to confirm trading strategies and build automated trading bots and custom algorithms.   Learn more as you sign up from the in-app product tutorials, or from our youtube channel here with tutorials and training on every screen in the Capfolio platform.

Question 5

Can I buy Cryptocurrency here?

Accepted Answer

No, Capfol.io is not an exchange or a custodian trading platform. We help you trade on exchanges via our API connection and even automate the trading process to take advantage of algorithmic trading.

Question 6

How do you accept payments?

Accepted Answer

Capfol.io accepts Credit/Debit card payments as well as major Cryptocurrencies.

Question 7

What is Cryptocurrency?  How do I trade Cryptocurrency?

Accepted Answer

If you are brand new to investing and trading cryptocurrency, start by reading the article linked below.  It provides an overview of the different types of cryptocurrencies and the initial steps you need to take to get started. Related Article:  How to Start Crypto Trading in 3 Easy Steps

Question 8

What is an Exchange?

Accepted Answer

A cryptocurrency exchange is a Digital Currency Exchange (DCE) where users can trade cryptocurrency or digital currencies for other digital assets or fiat currency.

Question 9

What is the difference between an Exchange and a Platform?

Accepted Answer

Exchanges are custodial and actually hold your assets.  On an exchange users can buy/sell, deposit, and withdraw assets.  Platforms only have “Read” and “Trade” access to your account. This means you can monitor your exchange account activity and value on the exchange from the platform.  Users can also initiate trades from the platform to be executed on the exchange. Platforms provide the added resources and tools such as backtesting, trading automation, asset rebalancing, and more.

Question 10

How do I open an Exchange Account?

Accepted Answer

Opening an exchange account may require you to validate your identity in compliance with KYC and AML regulations depending on what country the exchange is located.  Once verified, you would need to make an initial deposit into your exchange account. Some exchanges only accept cryptocurrency while others allow wire transfers of fiat currency, bank account ACH transfers, and debit cards to make deposits and purchases.

Question 11

Are trading platforms secure/How do I know if it is secure?

Accepted Answer

Legitimate trading platforms deploy the latest online account security and encryption technologies to protect users and platform resources.  Capfolio utilizes Hardware Security Modules that are FIPS 140-2 validated. Trading platforms are also non-custodial and do not directly hold access to your crypto assets.  Capfolio only has Read and Trade capabilities and cannot initiate transfers or withdrawals from your exchange account. 2-factor authentication features further protect user accounts to enhance security.

Find a Plan That's Right for You

Capfol.io lets you go next level crypto.

Free

Premium

Standard