Cryptocurrency Portfolio Manager

£35.00 £70.00 -50% OFF

Format

Excel Google Sheets

Cryptocurrency Portfolio Manager

£35.00 £70.00 -50% OFF

Format

Excel Google Sheets
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Cryptocurrency Portfolio Manager v3.3

Stay on top of your Cryptocurrecy investments with the Cryptocurrency Portfolio Manager v3.3. Using this template you can track your entire portfolio with price information pulled directly into Excel/Sheets allowing you to stay up-to-date on the ever-chaging Crypto market.

Enter in your transactions and let the Portfolio Manager do the rest - everything is automatically calculated for you! Prices are pulled automatically keeping your Cryptocurrency Portfolio Manager fully up to date.

FEATURES:

• Dashboard Overview. Quickly see your portfolio value, cost and profitability.

• Price Updates. Refresh the sheet to pull down the latest prices only for the Coins in your portfolio. Thousands of coins supported.

• Detailed Charts (Excel). Enter any Crypto Ticker and view the 90 day and 24 hour price charts.

• Local Currency. Choose from a list of local currencies to see your portfolio values how you prefer.

• News. See the latest Cryptocurrency news automatically displayed on the Dashboard. Click to view the full article.

• Headline Coins. See your Top and Lowest performing coins each displayed with ATH and Market Cap information.

• Detailed Insight. For each coin view important trackers such as Average Buy Price, Cost Basis, Current Value and much more.

• Customise. You can add your own Coins or NFTs to the Manual Coin List and maintain the price yourself.

DESIGN:

• Simple, clean interface makes it easy to use.

• Driven by your transactions. Everything in the sheet is automatic.

• The whole package. Gain a full insight into your investments from the Dashboard.

• A full comprehensive user guide is included for reference and to get you started.

COMPATIBILITY:

• This spreadsheet is designed for Windows/Excel 2016 onwards

• Automatic fiat currency features for Excel 365. However you can maintain your local currency conversion rate manually.

• If you have a previous version of Excel or want to use on a Mac please contact me. The spreadsheet can be customised to suit your needs.

[UPDATE v3.3] Added the complete CoinGecko supported coins list with search function and updated user guide on how to add coins for price collection that are not set as default.

[UPDATE v3.2] Complete refactoring of the price collection to increase effeciency and speed.

[UPDATE v3.1] Overhaul of local currency feature. Prices are now sourced in local currency and Transaction data is entered in local currency.

[UPDATE v3.0] Recently updated and fully revamped. If you have ordered a previous version message me with your order number for the latest version free of charge.

Customer Reviews

Based on 9 reviews
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E
Eva
Great Customer Service

Great customer service from Adam. Easy to use template for Google Sheets

G
Gloria
Key Features

Great template, provide some of the key features i was looking for in a chart.

L
Lexi
Wonderful

So amazing!! And the aesthetic was wonderful

D
Derek
Customer Service

The only thing better than this amazing tool is Adam. When I needed help on how to enter something he was there and went above and beyond what I expected. If you are not sure which tracker to go with go with this one because the customer service is amazing.

m
mattiapas
Good

good file for to use