FinDash Docs ยท Reviewed 2026-08-09
Bitcoin & Crypto Wallet Tracking
Track Bitcoin, multi-chain wallet addresses, and manual crypto holdings in Net Worth.
Wallet Connection Options
FinDash supports Bitcoin-only address tracking and multi-chain wallet tracking through the crypto wallet flow. Manual crypto holdings remain available for exchanges, custodial arrangements, or positions that should not be tied to a public wallet address.
Supported Crypto Data
Bitcoin wallets can refresh balances from the blockchain. Multi-chain wallets can scan supported EVM/Solana-style public addresses across supported chains. Manual crypto positions use symbol, quantity, price, and CoinMarketCap-backed quote data where configured.
How to Add
Go to Net Worth, add a manual or crypto account, and choose the wallet or manual-holding path that matches the client's asset. Review chain breakdowns, individual positions, and USD value before relying on the balance.
Security Note
Only public wallet addresses should be entered for wallet lookup. Never enter private keys, seed phrases, exchange passwords, or custody credentials into FinDash.
Open this guide in FinDash Docs