





Crypto Portfolio Tracker Spreadsheet, Bitcoin Investment Profit Loss Calculator, Crypto Tracker, Crypto Tax Log, Excel Google Sheets
$3.49 USD
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Crypto Portfolio Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. See exactly where your crypto portfolio stands. This Crypto Portfolio Tracker logs every buy, sell, staking reward and transfer, then calculates your holdings, average cost, profit and loss and allocation for every coin automatically.
✨ NOW INCLUDES 4 FILES: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info), each in an Excel edition and a Google Sheets edition.
★ WHAT'S INCLUDED ★
• Clickable Start Here cover page with quick-start steps and a colour key (yellow = you type, white = calculated)
• Dashboard: 16 KPI tiles (portfolio value, net invested, total profit, unrealized P/L, realized P/L, rewards earned, fees paid, change this month, best and worst performer, largest holding, BTC + ETH share, gains this tax year, estimated tax set-aside, harvestable losses and self-custody share), top 10 holdings, an 8-point portfolio check, value by category, price alerts and 6 charts
• Holdings: up to 30 coins with quantity, average cost, FIFO cost basis, value, unrealized and realized P/L, allocation vs. target, drift, rewards, fees, net cash in, break-even price, total return, 30-day change and a status flag (big winner, below cost, overweight, underweight, price stale)
• Transactions: 1,000 rows for buys, sells, staking rewards, airdrops, gifts, spending, network fees and transfers between your wallets, with drop-downs, an automatic realized gain and short / long-term label on every sale, and a Check column that warns about missing prices or selling more than you hold
• Coins: your coin list with category, risk level, today's price, target allocation, take-profit and alert-below prices, 30-day change and distance from the all-time high. You type prices yourself (no live feeds, nothing to break)
• Tax Lots: every open lot (FIFO order) with cost, value, unrealized gain, days held, short or long-term, the date it turns long-term and loss-harvest flags
• Realized Gains: every sale, spend and fee with FIFO cost basis, gain and short / long-term split, totals by tax year and an estimated tax set-aside, with a chart
• Monthly Summary: bought, sold, net invested, rewards, fees, realized gain and trades by month and by year, plus 24 months of portfolio value vs. net invested, with 3 charts
• Price History: 5 years of month-end prices for your first 12 coins, portfolio value, gain and month-over-month change
• Staking & Rewards: rewards by coin and by month, value received vs. worth today and an estimated yield, with 2 charts
• DCA Planner: your plan per coin, bought this month, average, lowest and highest buy price, plus a 36-month DCA vs. lump-sum what-if calculator with a chart
• Rebalance: target vs. actual allocation, buy / sell / hold per coin and how to split new cash between underweight coins, with a chart
• Wallets: the balance of every coin in every exchange and wallet, exchange v
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