Crypto Portfolio Excel Template is available in XLSX format and as a Google Spreadsheet.
This template provides a simple way to manage and track your cryptocurrency investments, allowing for personalized calculations and effective portfolio management. You can download the file as an Excel template or access it directly through Google Sheets for convenience on the go.
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Features
- ✔️ Comprehensive reports for crypto portfolio tracking
- ✔️ Automatic calculation of gains and losses
- ✔️ Accurate monitoring of investment performance
- ✔️ Categorization by assets and time periods
- ✔️ Supported formats: XLSX and Google Sheets
- ✔️ Convenient data filtering options
- ✔️ Visual graphs and overview reports
- ✔️ Automatic calculations for profit and loss
- ✔️ Template is completely customizable and user-friendly
- ✔️ Example spreadsheet available for immediate download
Instructions
- 1. Input your assets: Enter information for each cryptocurrency, including name, amount, and purchase price.
- 2. Track performance: Update the current market prices regularly to monitor asset values.
- 3. Calculate gains/losses: Automatically compute your profits or losses based on the current and purchase prices.
- 4. Visualize your portfolio: Utilize charts and graphs to see the distribution and performance of your investments.
- 5. Set alerts: Define price thresholds to receive notifications on significant market movements.
- 6. Generate detailed reports: Create comprehensive overviews and insights into your portfolio’s performance.
Explore these 6 predefined templates for Crypto Portfolio Management, thoughtfully crafted to enhance your investment tracking experience. Each template provides tailored features to assist you in managing your cryptocurrency portfolio effectively:
Crypto Portfolio Excel Template
Explore additional templates to manage your crypto portfolio with ease:
