Crypto/NFT Investment Portfolio Tracker Template for Excel | Cryptocurrencies, NFTs, and more | Live Data & Calculations [Including Scan Result Link]

Hello,

This is a spreadsheet I made to easily keep track of my investments. I've decided to share it for free as a give back to the community.

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𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬

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https://www.youtube.com/watch?v=gIlkqdGDb8s

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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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https://preview.redd.it/8rq8attcq5y81.jpg?width=2700&format=pjpg&auto=webp&s=284076db9d4d2737b9dfbbb3730313925dbdff63

https://preview.redd.it/17w01utcq5y81.jpg?width=2700&format=pjpg&auto=webp&s=e086c750f54f2d5bad330f18fe6d258725d1299c

https://preview.redd.it/h116axtcq5y81.jpg?width=2700&format=pjpg&auto=webp&s=73aee5ef1263d1f358f5dfcca2bc4082baeb52a3

https://preview.redd.it/tu6005ucq5y81.jpg?width=2700&format=pjpg&auto=webp&s=ff748048a2df09a1ca213335ffa603d88b2083ed

https://preview.redd.it/wpfjautcq5y81.jpg?width=2700&format=pjpg&auto=webp&s=c555e3920c77437586dfa90355c0a0c5b79539fe

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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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𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐋𝐢𝐧𝐤

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https://www.dropbox.com/t/Nzkbi4zzqzITB7M5

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Scan Result:

https://www.virustotal.com/gui/file/e83b9af6ae942d814bd061a12efca7d50aef634754c3e8a3456ad24be74090cd