What is Exceefy? 🤔
Exceefy is much more than a simple crypto tracker. It’s a platform designed to help you:
- Centralize all your wallets in one place
- Automate tracking of your transactions and performance
- Understand your strengths and weaknesses as an investor
- Build a strategy adapted to your psychological profile
- Follow the market and your gains in real time, effortlessly
👉 If you’re new to crypto, Exceefy acts as your intelligent co-pilot to invest with more clarity and structure.
Step 1: Sign up in seconds 🔑
The first step is simple: create your account. On Exceefy, there’s no endless email confirmation. You can choose:
- Google login
- Discord login
- Or classic email & password
Once logged in, you land directly on your dashboard.
💡 Beginner tip: use Google or Discord login for the fastest setup.
Step 2: Take the psychological quiz 🎯
Before creating a portfolio, Exceefy offers a quick psychological quiz. The goal? To understand your investor profile and tailor recommendations.
You may be:
- 🧐 Analyst – logical, data-driven
- 🛡️ Conservative – cautious and patient
- 🚀 Visionary – long-term, believes in projects
- 🎭 Speculator – enjoys quick risk-taking
- 🔥 Enthusiast – curious and diversified
💡 Beginner tip: answer honestly this profile helps you analyze your choices and avoid emotion-driven mistakes.
Step 3: Create Your First Crypto Wallet 💼
Before adding transactions, start by creating a wallet. You can customize it to stay better organized:
- Name → e.g. Main Wallet or ETH Trading
- Color → choose a shade to identify it quickly
- Icon / Emoji → 📈, 💎, 🚀 or whichever suits you best
👉 This customization helps you distinguish between your wallets (long-term investments, trading, NFTs, etc.).
💡 Beginner tip: start with a single, clear, and well-named wallet. You can always create more later.
Step 4: Create Your First Crypto Portfolio 💼
This is the core of Exceefy. You have two options:
- Manual entry: create a wallet and add your transactions one by one
- Automatic import: upload your CSV files from exchanges (Bitget, Ledger, etc.)
👉 Once imported, your transactions can always be edited or updated later.
💡 Beginner advice:
- You don’t need to import your full trading history. To get started, simply import your current positions (your active holdings).
- Examples:
- If you hold 0.5 BTC and 3 ETH on your exchange, you can just add one line per asset in Exceefy.
- No need to bring in your 200 past trades keep it simple by only entering what you own today.
👉 The result: a clear, easy-to-manage portfolio that you can expand whenever you want.
Step 5: Let Exceefy update your data ⚡
As soon as transactions are added, Exceefy works for you:
- Prices are updated automatically
- Profit & loss (P&L) recalculated in real time
- Performance visible instantly
💡 Beginner tip: don’t waste time recalculating. Let Exceefy do it to avoid tracking errors.
Step 6: Discover your first charts 📊
Your dashboard fills automatically with clear visualizations:
- 📈 Balance evolution
- 🧩 Breakdown by wallet, token, or blockchain
- ⏳ 24h performance
- 💰 Global and unrealized P&L
💡 Beginner tip: focus mainly on your global balance evolution and token allocation. It helps check if you’re overexposed to a single crypto.
Step 7: Explore advanced features (progressively) 🧩
Once comfortable with your first portfolio, you can go further:
- 🔄 Swaps, staking, and wallet transfers
- 📉 Risk analysis with 3 levels + AI explanations
- 📈 Market tracking to know exactly how much BTC (or other tokens) you hold and where
- 🎯 Exit strategies with automatic profit-taking based on your DCA
- 📰 News & sentiment to understand how events impact your investments
💡 Beginner tip: don’t try everything on day one. Start by tracking your transactions and risks.
Step 8: Use the community and support 🤝
If you need help, Exceefy supports you through:
- 📧 Email support
- 💬 Discord community
- 👩💻 Direct support from the team
And to level up even more:
- 📚 Tutorial blog posts
- 🎖️ Badges and goals to keep motivation high
- 👥 Portfolio sharing with a friend or coach
Step 9: Customize your workspace 🔧
Exceefy already supports over 30,000 tokens, but you can also:
- Create your own tokens
- Add tags to organize transactions
- Write notes for buys and sells
- Track custom blockchains
💡 Beginner tip: use notes to remember your reasons for buying. It’s very helpful when reviewing decisions later.
Conclusion 🚀
Getting started with Exceefy means following a simple journey:
- Sign up in seconds
- Take the quiz to know your profile
- Create or import your first transactions
- Let Exceefy update everything automatically
- Analyze your first charts
- Explore advanced features at your own pace
👉 In just a few steps, you move from a simple investor to someone who truly understands and manages their crypto portfolios.
Exceefy is more than a tool: it’s your intelligent co-pilot to invest with clarity and confidence.
