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Crypto Portfolio Tracker Ultimate ›

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Essentials Template - Excel & Google Sheets

Essentials Crypto Portfolio Tracker Spreadsheet Template for Google Sheets & Excel

Percentage return sits beside value and gain on every one of twenty holdings, so a small position that doubled is tellable from a large one that drifted. The Essentials Crypto Portfolio Tracker spreadsheet template takes coin, symbol, quantity, average cost and current price per row, with a Dashboard carrying total value, total gain, overall return, total cost basis and how many holdings are ahead. Two working sheets and an allocation chart. Google Sheets and Excel. No macros, no VBA.

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View Ultimate Crypto Portfolio Tracker Spreadsheet Template
$29
Essentials Crypto Portfolio Tracker spreadsheet template - Google Sheets and Excel preview

What's Included

  • Coin, symbol, quantity, average cost and current price on every holding
  • Value, gain and percentage return derived on every row
  • Percentage return, which compares positions of very different sizes
  • Dashboard with total value, total gain, overall return and total cost basis
  • A count of how many holdings are ahead
  • A pie chart carrying the allocation by value
  • Fractional quantities handled throughout
  • A currency dropdown on the Dashboard that relabels money columns across both sheets
  • Works in Microsoft Excel and Google Sheets with no setup required
Ultimate Version Available

Need more from this template?

The Essentials Spreadsheet Template covers everyday tracking. The Ultimate Spreadsheet Template gives each part of the template its own sheet, with more capacity and deeper reporting on top.

Essentials - $19
  • Coin, symbol, quantity, average cost and current price on every holding
  • Value, gain and percentage return derived on every row
  • Percentage return, which compares positions of very different sizes
  • Dashboard with total value, total gain, overall return and total cost basis
Ultimate - $29
  • A wallet or exchange and a category on every position
  • A Transaction Log carrying type, fee and venue
  • Fees recorded per transaction, where they accumulate out of sight
  • DCA Tracker for positions built by buying on a schedule
  • Purchase lots kept individually, each with its holding period and unrealised gain
See what's in the Ultimate version› One-time purchase. No subscription.

The FinancialAha Essentials Crypto Portfolio Tracker Spreadsheet Template for Google Sheets and Excel is a two-sheet workbook that reports the portfolio as well as valuing it, with a How to Use guide on a third tab. It works as an Essentials Crypto Portfolio Tracker Excel template and an Essentials Crypto Portfolio Tracker Google Sheets template from the same download. Where the Free build gives the value and the gain, this Essentials Crypto Portfolio Tracker spreadsheet template adds the return as a percentage on every holding and shows how the whole thing is allocated. No macros, no VBA.

Inside the workbook

What's inside the FinancialAha Essentials Crypto Portfolio Tracker spreadsheet template

The FinancialAha Essentials Crypto Portfolio Tracker Spreadsheet Template runs on two working sheets - one you type into, one that reports back - plus the guide. It works in both Microsoft Excel and Google Sheets and here is what the Essentials Crypto Portfolio Tracker spreadsheet holds.

  1. 01 of 02

    Holdings

    The sheet you type into, a row per holding. Each takes the coin and its symbol, the quantity down to fractions, what you paid per unit on average and what a unit is worth now - and returns the value, the gain, and the return as a percentage. That last column is the one that changes how the list reads, because in a portfolio where positions differ wildly in size, a money figure tells you which holding is large rather than which has done well.

    FinancialAha Crypto Portfolio Tracker spreadsheet template - Holdings sheet

  2. 02 of 02

    Dashboard

    The portfolio in six figures: what it is worth, the gain against what went in, the return that represents, how many coins are held, how many are ahead, and what the whole thing cost. A pie chart carries the allocation by value, which is where a position that has run up quietly becomes a concentration.

    FinancialAha Crypto Portfolio Tracker Google Sheets template - Dashboard sheet

  3. Included guide

    How to Use

    A step-by-step guide on its own tab, covering setup, what each column expects, and how the dashboard figures are arrived at. Because it ships inside the file, the instructions travel with the template wherever it is opened.

Works in both Google Sheets and Excel

Essentials Crypto Portfolio Tracker Spreadsheet template for Google Sheets

Upload the Essentials Crypto Portfolio Tracker Spreadsheet Template to Drive, right-click it, and choose "Open with Google Sheets". This Essentials Crypto Portfolio Tracker Google Sheets template needs no conversion step and the chart survives the trip intact - the totals keep working exactly as they do in Excel. The currency dropdown on the Dashboard relabels every money column across both sheets at once.

Essentials Crypto Portfolio Tracker Google Sheets template setup

A shared copy of the Essentials Crypto Portfolio Tracker Google Sheets template suits a portfolio held jointly, and Sheets version history covers a price or a quantity typed over. Because the reporting sits on its own tab, the holdings list stays a list.

Sharing the Essentials Crypto Portfolio Tracker Google Sheet

The Essentials Crypto Portfolio Tracker Google Sheet is a periodic job rather than a continuous one: prices are entered, so updating on a rhythm that suits you keeps it useful without turning it into a screen you watch.

Also available as:

Essentials Crypto Portfolio Tracker Spreadsheet template for Excel

The Essentials Crypto Portfolio Tracker spreadsheet Excel download is a plain .xlsx. Excel opens this Essentials Crypto Portfolio Tracker Excel template directly, with no import step and no compatibility prompt, and the chart is a native Excel chart that redraws as prices change. There are no macros and no VBA in the file, so it opens without a security warning.

Essentials Crypto Portfolio Tracker Excel template setup

The same Essentials Crypto Portfolio Tracker Excel template opens in Excel on Windows, Excel on Mac, and Excel for the web. It is also the identical file you would upload to Drive, so there is no separate Essentials Crypto Portfolio Tracker spreadsheet download to choose between.

Essentials Crypto Portfolio Tracker spreadsheet Excel notes

The Essentials Crypto Portfolio Tracker spreadsheet Excel file carries no macros and no VBA, so Excel opens it without a trust prompt. The same Essentials Crypto Portfolio Tracker spreadsheet Excel download also opens in Excel for the web, which matters when you move between a work machine and a personal one.

Opening the Essentials Crypto Portfolio Tracker spreadsheet Excel file

Nothing in the Essentials Crypto Portfolio Tracker Excel template is version-specific, so this Essentials Crypto Portfolio Tracker spreadsheet Excel workbook behaves identically in Excel on Windows, Excel on Mac, and older builds.

Also available as:

Spreadsheet template highlights

What the Essentials Crypto Portfolio Tracker spreadsheet template tracks

You enter the holding and the two prices. The Essentials Crypto Portfolio Tracker Spreadsheet Template derives the rest:

Coin Name
the holding the row covers
Symbol
its ticker
Quantity
how much you hold, fractions included
Avg Cost
what you paid per unit on average
Current Price
what a unit is worth now, entered rather than fetched
Value auto
derived, the quantity against the current price
Gain / Loss auto
derived, that value against what the holding cost
% Return auto
derived, the gain measured against the cost

Compare builds

FinancialAha Crypto Portfolio Tracker spreadsheet template: Free, Essentials, and Ultimate compared

Feature Free View Spreadsheet Template Essentials This page Ultimate View Spreadsheet Template
Working sheets 1 2 6
Holdings 16 20 50
Gain or loss Derived Derived, with % return Derived, with % return
Fractional amounts Yes Yes Yes
Charts – 1 1
Where a holding sits – – Wallet or exchange, per holding
Transaction history – – 100 entries, with fees
Regular buying – – Dedicated sheet
Purchase lots – – With holding period
Target allocation – – Set per category, with variance

The FinancialAha Essentials Crypto Portfolio Tracker Spreadsheet Template covers two working sheets. Against the Free Crypto Portfolio Tracker Spreadsheet Template, which derives the value and the gain a holding at a time, this build adds the return as a percentage - the column that separates a holding that has done well from one that is merely large - along with the total cost basis, how many positions are ahead, and an allocation chart. The Ultimate Crypto Portfolio Tracker Spreadsheet Template tags every position by wallet or exchange, logs transactions with their fees, tracks regular buying, keeps purchase lots with how long each has been held, and measures what you hold against target allocations you set.

Compare the other builds: Free Crypto Portfolio Tracker spreadsheet template or the Ultimate Crypto Portfolio Tracker spreadsheet template .

Good to know

Notes on working in the Essentials Crypto Portfolio Tracker spreadsheet template

  • The percentage return is what makes positions of different sizes comparable - a money gain mostly tells you which holding is big.
  • Prices are entered, so every derived figure is only as current as your last update.
  • Average cost means the average across everything you bought, not the price of the most recent purchase.
  • The allocation chart is where a position that has quietly run up shows itself as a concentration.
  • The currency dropdown sits on the Dashboard and relabels money columns across the whole Essentials Crypto Portfolio Tracker spreadsheet. It changes the label only and does not convert the numbers.

How to Use the Essentials Crypto Portfolio Tracker Spreadsheet Template

1

Add your holdings

Enter each coin with its symbol and the quantity you hold.

2

Enter the prices

Add your average cost per unit and the current market price.

3

Read the returns

Value, gain and percentage return all follow on each row.

4

Check the allocation

The dashboard totals the portfolio and charts how it is split by holding.

Built by Claude AI. Perfected by us.

We use Claude AI to draft each template, after a deep research. Then our team steps in. We refine the layout, stress-test every formula, fix edge cases, and polish the design until it feels like something we would actually use ourselves. The AI gets us 80% there. The last 20% is all human judgment.

See Ultimate Spreadsheet Template

Instant digital delivery · Terms & Conditions apply

Frequently Asked Questions

Is the FinancialAha Essentials Crypto Portfolio Tracker Spreadsheet Template a Google Sheets template?

Yes. Upload the file to Drive and choose "Open with Google Sheets". The Essentials Crypto Portfolio Tracker Google Sheets template needs no conversion step and the chart survives the trip intact.

Is the FinancialAha Essentials Crypto Portfolio Tracker Spreadsheet Template an Excel template?

Yes. The download is a plain .xlsx, so the Essentials Crypto Portfolio Tracker Excel template opens directly in Excel with no import step. The chart is a native Excel chart, and there are no macros or VBA.

Will the FinancialAha Essentials Crypto Portfolio Tracker spreadsheet Excel file open in older versions of Excel?

Yes. The Essentials Crypto Portfolio Tracker spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.

Does the Essentials Crypto Portfolio Tracker spreadsheet log transactions?

No. It holds positions rather than the history behind them - there is no transaction log and no record of where a holding sits. The Ultimate build adds a transaction log with fees, plus a wallet or exchange on every holding.

Why does the Essentials Crypto Portfolio Tracker spreadsheet show a percentage return as well as a gain?

Because in a portfolio where positions differ wildly in size, a money figure mostly tells you which holding is large. The percentage tells you which has actually done well.

Does the Essentials Crypto Portfolio Tracker spreadsheet fetch prices?

No. Current prices are entered, so every derived figure is only as current as your last update.

How many holdings can the Essentials Crypto Portfolio Tracker spreadsheet track?

Twenty. The Ultimate build holds fifty, each tagged with a category and the wallet or exchange it sits on.

How do I open the Essentials Crypto Portfolio Tracker spreadsheet template in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

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Essentials
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Highlights:

Dashboard with charts and KPIs
Pre-filled categories and sample data
No sign-up, no subscription
Lifetime free updates
Works in
Excel Google Sheets

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