How to get Started in 3 Easy Steps:
1. Add coins or assets to Merlin manually or connect automatically to your exchanges.
2. Visit the assets page to view your portfolio balances and values.
3. Create an Exit Strategy to receive alerts when your targets are reached.
Step-by-Step Instructions:
Step 1: How to Add Coins and Assets Manually or How to Connect to your Exchanges Automatically
When you first create an account, Merlin will prompt you to add assets.
Click the "Add Wallets/Coins" button, or the "Add Assets" button on the top right to add an asset to Merlin.
To Add Assets Automatically:
Click "Connect wallet/exchange" button.
Once Vezgo screen loads, Click "Continue".
Scroll through the exchanges/wallets listed to add, or use the search box to find the desire exchange/wallet. Click the desired exchange/wallet.
Click "Connect Account"
Enter your login credentials for your exchange/wallet Account. Click "Sign in".
Click "Authorize".
An Account connected message should appear, and Merlin will begin importing your data.
What to do in the case that login credentials are not possible?***
To Add Assets Manually:
Enter the Ticker Symbol and click the corresponding icon.
Enter the Quantity.
Select the Type of transaction from the drop-down menu.
Enter the Exchange where the purchase was made, or where the assets are being held.
Enter the Price purchased for the asset.
Select the Date purchased.
Click "Save".
***Please note, in some cases, login credentials are not possible and you must create and enter an API Key and Secret Key. If you are having trouble creating an API key, please visit our Support Center for assistance. Also, Click on the "Learn" tab and follow the instructions for the exchange you wish to add, or watch our tutorial videos.
Step 2: Visit the "Assets" page to see Portfolio Balances and Values
Click the "Assets" button on the top left to view your Portfolio.
All Features of the "Assets" Page:
The pie chart reflects Coin totals.
Current/Updated price of the token.
Total daily gains and losses.
Total gains
Average price paid
Total value
Click onto each ticker symbol to see more detailed information:
Price of the token over time
Token information: current price, market cap, total volume sold per day, circulating supply, max supply, etc.
Transaction History: buys, sells, staking interest, and other transactions.
Step 3: How to Create an Exit Strategy to Receive Alerts when Targets are Reached
From the "Assets" page, Click "Set an Exit Strategy".
Exit Strategy menu box will open.
Enter Percentage desired to be Sold (Merlin will automatically calculate the percentage desired to be Held).
Enter the Percentage of coins to sell at each desired Exit Target (these must add up to a total of 100%).
Click "Save".
When the trading price is within 5-10% of the Exit Target, Merlin will send text message alerts stating you are close to your exit price.
When Exit Target price is reached another text message alert will be received.
Once the Asset is sold, it must be marked as "Sold".
Select the "Edit Exit Strategy" button.
Click the drop-down menu and select "Coin Sold".
A check mark will appear next to the first exit target.
Click "Save".