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Sure can track self-custody wallets directly — no third-party provider account required. You paste a public address, Sure reads the on-chain state, and your holdings and transaction history appear alongside your other accounts. Supported chains:

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Prerequisites

Before linking a wallet, make sure you have a crypto market data provider enabled. Without one, wallets are tracked by quantity only and valued at zero. Go to Settings → Self-Hosting → Market data to enable a provider. If your family currency is not USD, you also need an exchange rate provider configured. The crypto provider quotes in USD; a missing exchange rate means every wallet shows zero value regardless of holdings.
Sure reads only public on-chain data. Never enter a seed phrase or private key anywhere in Sure.

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Linking a wallet

1

Open the connection panel

Go to Settings → Bank sync and find Self-custody wallets under Available connections.
2

Paste your address

Enter a public wallet address. Sure detects which networks the address is active on.
3

Confirm the network

If the address matches more than one chain (for example, a 0x address is valid on all EVM networks), Sure shows which networks have activity. Select the correct one. If no network shows activity, you can still choose manually.
4

Review and select assets

Sure lists the assets found at that address. Assets that can be priced are pre-checked; spam airdrops and unrecognized tokens are listed but unchecked. Tick the assets you want to track and click Connect.
Each selected asset becomes a separate crypto wallet account under the Crypto section of your accounts list.

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Managing a linked wallet

From Settings → Bank sync → Self-custody wallets, you can:
  • Sync — Manually trigger a sync for all linked addresses
  • Review tokens — Reopen the asset selection screen to add or remove tracked assets
  • Change address — Update the address while keeping all existing accounts, holdings, and history intact
  • Disconnect asset — Stop tracking a single asset while leaving others in place
  • Disconnect wallet — Remove the provider link; existing accounts become manual accounts and stop updating

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How syncing works

Sure reads each linked address on a recurring schedule. For each sync:
  1. Balances are fetched from the chain’s indexer (one request per address)
  2. Transaction history is fetched up to the configured page limit
  3. Only addresses whose on-chain state changed since the last sync are reprocessed — an idle wallet writes nothing

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Pricing and cost basis

Movements are matched against price history on the exact date of the transfer. When a price is available, the movement is recorded as a trade (Buy or Sell) with a cost basis. When no price is available, a display-only entry is recorded instead. If price history is added later (for example, after enabling a market data provider), display-only entries are automatically upgraded to priced trades on the next sync.

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History truncation

Sure reads up to ONCHAIN_HISTORY_MAX_PAGES pages of history per address (default: 10, maximum: 200). If an address has more history than the budget allows, the affected accounts are marked as having incomplete history and a note appears in Manage wallets. Balances are always accurate — they come from an address summary, not from history.

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Token cap

Up to ONCHAIN_MAX_TOKENS_PER_ADDRESS tokens are surfaced per address (default: 200, maximum: 5,000). On EVM networks, tokens are ranked by market cap so the most significant assets are always included. Assets you are already tracking are never dropped by the cap.

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Configuration

These environment variables are available for self-hosted deployments:

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Limitations

Sure tracks one address at a time. A typical HD wallet (hardware wallet, mobile wallet) derives thousands of addresses from a single seed phrase and spreads funds across them. Tracking a single derived address under-reports such a wallet. Extended key (xpub) support is not available.
The crypto market data provider quotes assets by symbol. A symbol is not a unique identifier — some tokens cannot be priced because the provider does not list them, not because the balance is wrong. A zero value next to a token you know is worth something means the provider does not cover it.On Solana, only tokens verified by the Jupiter token list are priced. Unverified mints are tracked by quantity only.
Staked ETH, liquidity pool tokens, lending positions, and Solana stake accounts are not visible. A wallet holding most of its value in a staking protocol or DeFi protocol will report only the portion held directly at the address.For DeFi tracking, use the CoinStats integration instead.
The built-in EVM adapter covers Ethereum, Arbitrum, Base, Optimism, Polygon, and Avalanche. Other EVM-compatible chains are not supported natively.

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Troubleshooting

Check Settings → Self-Hosting → Market data and confirm a crypto-capable provider is enabled. If your family currency is not USD, also confirm an exchange rate provider is configured.For individual tokens showing zero, the provider may not list that token. This is a coverage limitation, not a sync error — the quantity is still tracked correctly.
If the manage screen shows incomplete history for an address, the address has more transactions than the current page budget allows. Increase ONCHAIN_HISTORY_MAX_PAGES to read further back. Note that a higher limit increases the number of requests per sync.
Detection probes each candidate network with a short timeout. A slow or rate-limited explorer may not respond in time and is reported as having no activity. Try linking again, or select the network manually from the chain chooser.
If an asset you were tracking no longer appears, check whether the token cap was reached for that address. Assets outside the cap are not zeroed if they were already tracked — but if the cap was recently lowered or the address gained many new tokens, a previously tracked asset could fall outside it. Review tokens from the manage screen to re-add it.