Connect your portfolio
Connect wallets and exchanges for balance-only use, import a CSV, or build a manual portfolio so answers reflect what you actually hold.
The single highest-leverage setup step. Once your holdings are connected, everything changes character: your Morning Brief talks about your positions, research answers weigh your exposure, and monitoring watches your portfolio for big moves — not a generic market feed.
BlockMind uses every connection for balance-only access. It reads balances and positions and never initiates trades, withdrawals, or transfers. Wallets share only a public address; BlockMind never asks for private keys or seed phrases. Eight supported exchanges offer provider-scoped read-only API keys. Firi does not, so BlockMind enforces balance-only behavior for Firi in the application.
Where it all lives
Manage every connection from the Wallets & Exchanges page — in the Pages group of the sidebar, or directly at blockmind.app/elite/wallet. That's where you add wallets, connect exchanges, import CSVs, and manage what you've connected.
You can also just tell your agent "help me connect my wallet" in chat and it walks you through it.
Wallets
Two ways to add a wallet:
- Connect a WalletConnect-compatible wallet — approve the connection from your wallet app.
- Paste any public address — no wallet app needed, no approval, nothing signed. If you can see the address, you can track it.
Either way, BlockMind only ever reads public on-chain data.
Supported chains
| Ethereum | Base |
| Polygon | Arbitrum |
| Optimism | BNB Smart Chain |
| Avalanche | Solana |
Spam and dust
Wallets accumulate junk — airdropped spam tokens and dust balances. BlockMind filters suspicious tokens out by default so they don't pollute your portfolio value. There's a toggle if you want to see everything.
Re-scan
Holdings changed and the numbers look stale? Re-scan the wallet from the Wallets & Exchanges page to refresh its balances.
Exchanges
Nine exchanges connect via API keys:
| Binance | Coinbase | Kraken |
| OKX | KuCoin | MEXC |
| Crypto.com | Bitstamp | Firi |
You create an API key in your exchange account, paste it into BlockMind, and your balances appear.
For Binance, Coinbase, Kraken, OKX, KuCoin, MEXC, Crypto.com, and Bitstamp, grant the API key read-only permission only. Never enable trading or withdrawals. Firi does not offer a provider-scoped read-only key; BlockMind only reads balances and never initiates trades, withdrawals, or transfers, but the restriction is enforced by BlockMind rather than by Firi's key scope. All exchange credentials are stored encrypted.
CSV import
Holdings somewhere that doesn't connect directly? Export a CSV and import it from the Wallets & Exchanges page. Useful for smaller exchanges, cold storage records, or a spreadsheet you already maintain.
Manual portfolios
You can also build a portfolio by hand — add assets and amounts yourself. Good for tracking a hypothetical portfolio, a friend's-eye view of a strategy, or positions you'd rather not link to any account.
After connecting
- Ask your agent for a first read: "Walk me through my portfolio — what stands out?"
- Your Morning Brief and background monitoring pick up the new holdings automatically.
- The Portfolios page gives you the multi-portfolio overview with drill-down.
Something not working?
Balances missing, a chain not showing, an exchange key rejected — see Troubleshooting, or email contact@blockmind.app.
Next steps
Your first conversation
Your agent speaks first. What to say back, five good first prompts, and how chat works — status labels, attachments, memory, and redirecting mid-answer.
Tour the Elite dashboard
A walk through your Elite home at blockmind.app/elite — the hero launcher, Quick start rail, widgets, journey lanes, sidebar pages, and the pages behind direct URLs.