Crypto/NFT Investment Portfolio Tracker Template for Excel | Live Data & Calculations

Hello,

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

​

𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐬

————-

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

​

𝐇𝐨𝐰 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬 (𝐆𝐮𝐢𝐝𝐞 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝)

——————————————-

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.

​

https://preview.redd.it/uxv0kcvlzwz81.jpg?width=2700&format=pjpg&auto=webp&s=4fcfa3799556a38319767c5bed918eb5d488ed2e

https://preview.redd.it/ehaogivlzwz81.jpg?width=2700&format=pjpg&auto=webp&s=3999666144d3742589f95323ef1e00e037e48908

https://preview.redd.it/f8861fvlzwz81.jpg?width=2700&format=pjpg&auto=webp&s=daa93ba5e09e803f79fb2c9c8db7a647ac4a649e

https://preview.redd.it/3utixavlzwz81.jpg?width=2700&format=pjpg&auto=webp&s=d88f59628d338f01607e65da2e4e260844637a68

https://preview.redd.it/beammgvlzwz81.jpg?width=2700&format=pjpg&auto=webp&s=37daa0e60fe6dda54c86026a68094cb16113e477

𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐋𝐢𝐧𝐤

———————-

https://drive.google.com/uc?export=download&id=1lNMbqMq5iNhrsF-TEr5aQtDTwfDRAqdC

RAR Password: invest