Adding Wallets

Use the Wallets page to connect the data sources that feed the rest of the product.

Supported source types

  • On-chain wallets
  • Exchange accounts

Typical setup flow

  1. Open Wallets.
  2. Add a wallet address or exchange account.
  3. Confirm the source appears in the source list.
  4. Start a sync when you are ready to pull balances and transactions.

Before you add a source

  • Make sure the address or account credentials are correct.
  • Label sources clearly so they are easier to recognize in reports and summaries.
  • Expect downstream pages such as Holdings and Transactions to remain sparse until the first sync finishes.

After adding a source

Once the source is saved, Cognia can use it in later workflows such as holdings valuation, ledger review, and report generation.

Need a guided walkthrough?

Start with Cognia and bring these docs into your onboarding session as the operating checklist.

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