Crypto Currency Portfolio Excel Dashboard (Excel XLSM)

1. INSTRUCTION:

Step 1 CONFIG:
Register starting date, initial equity and currencies that will be traded.

Step 2 BUYS AND SALES:
Register every transaction made on cryptocurrencies.

Step 3 REPORTS:
Monthly evolution report of all your portfolio and equity.

Step 4 DASHBOARD:
In this tab, have a quick and visually pleasing overview of the performance of all your movements.

2. CONFIG:

a) General:
Define your starting date and the initial equity that will be invested. On a second tab, list all cryptocurrencies that will be traded containing their code.

b) Currencies:
Define your ccurrency name and its initial in there.

3. BUYS AND SALES

a) Buys
Record all your purchases in a row per transaction. Each row should be fully filled with the date, the cryptocurrency that was purchased, transaction fee, the amount invested, and the currency quote at the time. On columns "I" and "J" you will get automatically the quantity purchased and the total amount of that specific currency on your portfolio.

b) Sale
Record all your sales in a row per transaction. Each row should be fully filled with the date, the cryptocurrency that was purchased, transaction fee, the amount sold, and the currency quote at the time. On columns "I" and "J" you will get automatically the total received and the total amount of that specific currency on your portfolio.

4. REPORTS:

a) General:
View the number of purchases and sales you made monthly and the amounts involved in these trades.

b) Portfolio
In that sheet you would have Coins Purchased quantity, Amount Spent, Sold Amount, Sold value, Current Gain / Los, Cryptocurrencies, Current Price, Market value, Possibility of Gains

5. DASHBOARD:

a) Equity:
An automated and beautiful dashboard that represents how much your money is yielding to you. Review your monthly metrics of gains and losses.

b) Portfolio
List with all the crypto-coins you traded and their respective values. This is the area for you to analyse whether you made a profit or a loss with a certain crypto-currency and the possibilities you still have for-profit according to the current quotation of each one.