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



๐‡๐จ๐ฐ ๐ข๐ญ ๐ฐ๐จ๐ซ๐ค๐ฌ (๐†๐ฎ๐ข๐๐ž ๐ข๐ง๐œ๐ฅ๐ฎ๐๐ž๐)


1. Portfolioโ€™s Currency is selected.

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

3. Each investmentโ€™s information is specified (Asset Class, Region, Sector, etc.)

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


๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐ž๐ ๐‚๐ฎ๐ซ๐ซ๐ž๐ง๐œ๐ข๐ž๐ฌ


(For all Portfolio and Individual Investments):

โœฆ EUR

โœฆ USD

โœฆ GBP

โœฆ CAD

โœฆ CHF

โœฆ AUD

โœฆ NZD

โœฆ GBX (Only for Individual Investments)


๐Ÿ๐Ÿ• ๐“๐š๐›๐ฌ/๐’๐ก๐ž๐ž๐ญ๐ฌ


(w/Automatic calculation unless stated otherwise)

โœฆ Dashboard

โœฆ Portfolio

โœฆ Desired Portfolio (Manual Input)

โœฆ Pies

โœฆ Allocation

โœฆ Tickers Info (Manual Input)

โœฆ Crypto and NFT Portfolios

โœฆ Transactions/Trades/Dividends History (Manual Input)

โœฆ Returns

โœฆ Dividends

โœฆ Calculators

โœฆ Valuation

โœฆ Screener

โœฆ Annual Reports

โœฆ Watchlist (Manual Input)

โœฆ Customization and Info

โœฆ Guide


๐ˆ๐ฆ๐ฉ๐จ๐ซ๐ญ๐š๐ง๐ญ ๐๐จ๐ญ๐ž๐ฌ


\- 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.


\- If the following error pops up, just click “OK”. It should disappear once you input your History.


\- The workbook supports up to 40 current holdings.


๐ƒ๐จ๐ฐ๐ง๐ฅ๐จ๐š๐ ๐‹๐ข๐ง๐ค



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