Crypto/NFT Investment Portfolio Tracker Template for Excel | Cryptocurrencies, NFTs, and more | Live Data & Calculations

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𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬

𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)

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1. Portfolio’s Currency is selected.

2. History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).

3. Each investment’s information is specified (Asset Class, Region, Sector, etc.)

4. All data are then calculated automatically based on the above information.

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𝐒𝐮𝐩𝐩𝐨𝐫𝐭𝐞𝐝 𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐢𝐞𝐬

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(For all Portfolio and Individual Investments):

✦ EUR

✦ USD

✦ GBP

✦ CAD

✦ CHF

✦ AUD

✦ NZD

✦ GBX (Only for Individual Investments)

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𝟏𝟕 𝐓𝐚𝐛𝐬/𝐒𝐡𝐞𝐞𝐭𝐬

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(w/Automatic calculation unless stated otherwise)

✦ Dashboard

✦ Portfolio

✦ Desired Portfolio (Manual Input)

✦ Pies

✦ Allocation

✦ Tickers Info (Manual Input)

✦ Crypto and NFT Portfolios

✦ Transactions/Trades/Dividends History (Manual Input)

✦ Returns

✦ Dividends

✦ Calculators

✦ Valuation

✦ Screener

✦ Annual Reports

✦ Watchlist (Manual Input)

✦ Customization and Info

✦ Guide

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𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭 𝐍𝐨𝐭𝐞𝐬

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– The workbook requires any version of Microsoft Excel excluding Google Sheets.

– If the following error pops up in Office 2019, this means your version is not supported. In that case, you need to downgrade to an older version of Office 2019.

https://i.imgur.com/WjC7i2M.jpeg

– If the following error pops up, just click "OK". It should disappear once you input your History.

https://i.imgur.com/8Q6NEeX.png

– The workbook supports up to 40 current holdings.

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𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐋𝐢𝐧𝐤

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https://dl.dropboxusercontent.com/s/wdmxjbuabgc8e9a/Crypto_Investment_Portfolio_Tracker.xlsb