Cryptocurrency Investment Portfolio Tracker Spreadsheet for Excel & Google Sheets
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Cryptocurrency Investment Portfolio Tracker Spreadsheet for Excel & Google Sheets, Crypto Investment Dashboard
The Crypto Portfolio Tracker in Excel & Google Sheets is a comprehensive tool designed to help cryptocurrency enthusiasts and investors effectively manage their digital asset portfolios. This user-friendly spreadsheet offers five essential tabs: Settings, Account Register, Transaction Ledger, Global Portfolio, and Global Dashboard, all accessible within a Google Sheets & Excel documents. Whether you're a seasoned crypto trader or just starting out, this tracker simplifies portfolio management, transaction tracking, and provides a holistic view of your crypto investments.
Features:
- Use with Any Currency
- Automatic Calculations
- Supports Buy, Sell, Exchange, and Transfer Operations to Other Networks
- Profit and Loss for Each Coin in the Portfolio
- Real-Time Price Charts
- Track Portfolio Balance
- Record Transactions, Specify the Network Where It Occurred
Benefits:
- User-Friendly: Designed for users of all experience levels, with easy-to-use tabs and intuitive data entry.
- Comprehensive: Provides a holistic view of your cryptocurrency portfolio, aiding in decision-making and investment strategies.
- Real-Time Data: Connects to APIs for live cryptocurrency price updates, ensuring accurate portfolio valuations.
- Historical Insights: Gain valuable insights into your trading history and performance.
- Data Security: Your data remains secure within Google Sheets, and you have control over who can access it.
Who Should Use It:
- Cryptocurrency investors and traders of all experience levels.
- Individuals looking to maintain a well-organized and transparent record of their digital assets.
- Anyone seeking a free and customizable solution for managing their crypto portfolios.
Where do cryptocurrency prices come from?
- Data flows through the Coingecko API.
- However, anyone with the skills to develop this model can modify the API to any other source at their discretion if it is more convenient.
- We do not recommend doing this as it may break functions and their functionality throughout the entire spreadsheet.
- We will not be held responsible for any resulting issues.
Get Started: Begin effectively managing your cryptocurrency investments with confidence using the Crypto Portfolio Tracker in Google Sheets. Simply download the template, input your data, and start tracking your crypto journey.
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
FEATURES & LIMITATIONS
- Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
- Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
- Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
- Language: This template is provided in English
- No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
