ModeTrade Portfolio Tracker and Exchange Balance Monitoring

1. 1

   Create a Clarity account

   Sign up with your email or Google account. No credit card is required to start connecting exchanges.

2. 2

   Generate a read-only API key on the exchange

   Log into your exchange, navigate to API management, and create a new key with read-only permissions. Never grant withdrawal access.

3. 3

   Enter your API credentials in Clarity

   Paste your API key, secret, and passphrase (if required) into the Connect page. Credentials are encrypted at rest.

4. 4

   Start your first sync

   Clarity pulls balances, trade history, deposits, and withdrawals. Cost basis is calculated automatically using FIFO.

Connection method

REST API with encrypted key pair (read-only)

Rate limits

Exchange-enforced per-endpoint limits. Clarity uses adaptive request pacing to stay within quotas.

Sync scope

Spot, margin, and futures wallets. Trade history up to 2 years. Deposits, withdrawals, and ledger entries.

Cost basis

Automatic FIFO cost basis calculation with wash sale detection across all connected exchanges.

Passphrase support

Exchanges requiring a passphrase (KuCoin, OKX, Bitget) are fully supported.

• Use Clarity as your ModeTrade portfolio review workspace for weekly check-ins.
• Track ModeTrade transfers and balances without switching across tools.
• Compare ModeTrade performance against brokerage and cash account trends.

default baseline