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Track your cryptocurrency portfolio in an Excel Spreadsheet, with live pricing data

Visit the website and Download the workbook

******New**********
We have created a new and improved Cryptocurrency tracker and exit strategy/profit-taking worksheet. This one will allow for multiple purchases and sales and uses an average dollar cost.

In this video, you will learn to create this Excel Spreadsheet to track the value of your cryptocurrency holdings. This spreadsheet is perfect for holders and hodlers. For this example, I have used well-known coins such as Bitcoin, Litecoin & Cardano to name just a few, but with a few tweaks of the data connection and API call (to coingecko API) and you can get the pricing information for almost any coin or token.

Tracking your holding portfolio all in one place, one familiar spreadsheet make it easy to keep an eye on the important values, without having to log into different wallets or exchanges.

All the links can be found on the website. You can also download this workbook and amend it for your own portfolio. Instructions on how to amend the file can be found in the video.

****Global Blockchain, Cryptocurrency, and Trading Meetup Group******

https://www.ethereum4all.live

39 comments

  1. Nguyen Dao Minh

    Hi Paula, thanks for the great content. Just 1 question: what should I do if I want to connect to all coins’ data? I tried leaving the “ids” blank but it only resulted in top 100 coins

  2. Alistair Rigby

    Thanks for the great video! One question @Paula, or anyone else… How is it possible to include older, backdated purchases/investments? Trying to create a tracker sheet of coins I have collected over a period of time (same coins, different purchase dates & prices). Do you have a video on this topic? Thanks in advance!! Would be very helpful ❤️

  3. C W

    Hi Paula, thanks for sharing this knowledge. Your Excel skills are very impressive. Unfortunately it seem there are are several broken links on the website. Would love to be able to download this spreadsheet

  4. Ronald Bingham

    Because I’ve added multiple times to my individual coin balances, having an amount purchased column doesn’t really do it for me. And so, since I also buy through multiple exchanges, I keep a separate table to track the overall money moved into each exchange and change the amounts held per coin within each exchange. I keep track of how much stable coin there is in each exchange as well so I can calculate my overall profits across all exchanges on one spreadsheet.

  5. peter b

    Thank you Paula for a perfect tracker! I am adding more entries for the same coin, but I would like to see all entries of the same coin accumulated under one bar (label) in the presented charts. Currently, the same coin appears separately in different bars. How could this be done please?

    1. Jack Murray

      You can do it on this chart idk you need to create another sheet and on that new page set it up like so

      Coin | Amount of coin | Invested Amount |
      10 20$
      -5 -25$
      Btc =sum^ =sum^
      Only put the btc ticker or what ever coin it is only at the bottom where it adds all the coins or invested amount or what ever coin ticker you are doing then on your main portfolio page under the amount purchased column put in the =vlookup command and select the ticker then the new sheet that you created and then select the column with the ticker and drag to to amount of coin tab to return that data you do the same thing for invested amount if your not sure of =vlookup look it up theres videos. on the new sheet to you can also put in other things such as ur purchased date and like the cost per coin when bought and what ever you want but the main things are Coin Amount of coin and invested amount. hopefully that makes sense!

  6. Counselor Corrales

    I just came across your wonderful video
    and I really appreciate your kindness ❤️???
    I am a beginner and even though I have been watching my favorite YouTube crypto investment teachers for the last 2 years I have never attempted to invest because I am so terribly busy with the chores of life and family so I have missed many opportunities
    but I know that I DEFINITELY NEED TO LEARN HOW TO CREATE YOUR SPREADSHEET
    in order to keep everything organized and to be able to pay my taxes ??❗️

  7. Daniel Sparano

    Love this video! I would love love LOVE to see a video on tracking a trading journal; many of them are either so expensive or not feature-rich enough to be worth the time when frequently trading crypto.

  8. Scuti Carlek

    Wow, I have a Mac and had to build this on my work computer using MS Excel for Windows. I am now using the file on Mac and it still refershes. Thank you so much, you are awesome. Great file. I would love to see the investor template as well. I now know exactly when I have to sell and stop Hodling. Many Thanks !!!

  9. ciretose2

    Very helpful, especially learning the API. I do hope you’ll follow up with a separate worksheet to track transactions and average cost basis which can feed into the main dashboard “Amount Purchased” and “Total Invested” columns, maybe with the most recent transaction date for that coin feeding into the “Date of Purchase” column. I’ll be working on that myself to make this work for a slow-growing portfolio. I’m using Excel 2013 but I installed Power Query and your instructions translated seamlessly. Using Index-Match in the absence of Xlookup.

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