How To Create A Crypto Portfolio Dashboard In Excel

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  • เผยแพร่เมื่อ 18 พ.ย. 2024

ความคิดเห็น • 72

  • @ojinwayoonyeze3864
    @ojinwayoonyeze3864 11 หลายเดือนก่อน +5

    This video is amazing.
    I am bent on learning Excel so you've just given me another reason to be serious about it. Thank you and more power to those elbows.

    • @HowToAnalyst
      @HowToAnalyst  10 หลายเดือนก่อน

      Glad to hear, what would you like to learn about Excel?

  • @endan2009
    @endan2009 8 หลายเดือนก่อน +2

    Thank you so much for this vid! Stumbled on it while looking at something else but related! This was better than what I was looking into! I appreciate you! Keep up!

  • @DriftLibrary
    @DriftLibrary 7 วันที่ผ่านมา

    This was so helpful

  • @matthewganley5951
    @matthewganley5951 6 หลายเดือนก่อน +1

    You're an Excel genius. Thank you my man!

    • @HowToAnalyst
      @HowToAnalyst  6 หลายเดือนก่อน

      Hope it helps!

  • @RFFigoli
    @RFFigoli ปีที่แล้ว +2

    Excellent tutorial!! Thanks, you are the MAN!!

  • @AA-sp7bw
    @AA-sp7bw ปีที่แล้ว +3

    you make it so easy, that's so cool and thanks for that because there are other guys that make it so complicated, boring and too long

  • @usamafaisal
    @usamafaisal 7 หลายเดือนก่อน +2

    Thanks for your educational tutorial video. Only few crytpo assets recognise on this data sheet. how we add full crypto assets? thank again.

  • @fravain4863
    @fravain4863 8 หลายเดือนก่อน

    Best video ever ! 6:29 min of video straight to the point amazing bravo !
    I have 3 questions :P :
    1) Let's say I want to do one table per currency, I have 30 lines of BTCEUR and at the bottom I would like to create the total general of the entire BTC for example. How can I add a total lines at the bottom please ? (I mean the bottom but I still want to be able to add more line before the total line you know ?)
    2) Also the CRO isn't found (CROEUR) ?
    3) If I take my example 1) (I bought 20 times some BTC). But now (in march 2024) I have sold some BTC 2 times. How can I take that into account in this table, so that I can really check what I really have in the globality (and reality).
    Thanks !

  • @Spoon819
    @Spoon819 3 หลายเดือนก่อน

    Hi! Awesome work, thank you for sharing with us. I have a question about what Excel supports. What if you want to track a coin like ADA. I tried, and Excel will not find it. How do you make something like that work?

  • @same4074
    @same4074 3 หลายเดือนก่อน

    Thank you soooooo much 🙏

  • @Babu-qb2ev
    @Babu-qb2ev 3 หลายเดือนก่อน

    Thank you for the video and instructions. Is there a way of tapping into an interface kind of like ODBC to get live data from the crypto exchanges corresponding to one of my Bitcoin wallets or do they only allow access via API keys which would exceed my skill level because I'm not a web developer.

  • @TimEnberg
    @TimEnberg 9 วันที่ผ่านมา

    what if you do consistent buys and sells, you need to calculate the avg buy price and cost. Is there a clean way to do that?

  • @superpauleesworld8170
    @superpauleesworld8170 5 หลายเดือนก่อน

    Hi Pete - is there a way to create a crypto portfolio tracker that is SECURE and private? I am concerned that MS has access to the data I input into the Excel table for crypto - thank so much! Great work!! Super appreciate it. :)

  • @SKTraders-g6v
    @SKTraders-g6v หลายเดือนก่อน

    How can i add stock Icon on the sheet ?
    Thanks for the video anyway

  • @abureema7351
    @abureema7351 4 หลายเดือนก่อน

    you are the best

  • @Kamn_exe
    @Kamn_exe 5 หลายเดือนก่อน +1

    Creating a dashboard to chart my ROI goals

  • @benfithian659
    @benfithian659 ปีที่แล้ว +2

    That’s a beautiful dashboard, very clean and easy to read. How long is the trend line for? 52 wks?

  • @jarosawsosnowka7537
    @jarosawsosnowka7537 ปีที่แล้ว +2

    Thx :)

  • @beccanolan4683
    @beccanolan4683 2 ปีที่แล้ว +1

    Thanks Pete!! Now can you help me with crypto in general lol

  • @_NOVAEX_
    @_NOVAEX_ 9 หลายเดือนก่อน

    Amazing video BUT How i keep data if i did Another purchase of the same Coin ?

  • @vinylmatt8448
    @vinylmatt8448 9 หลายเดือนก่อน

    Is it possible to track prices of all cryptos, even microcaps? Or does it only do the biggest ones?

    • @HowToAnalyst
      @HowToAnalyst  9 หลายเดือนก่อน

      Just the biggest ones, this is the most frequent feedback I have gotten on this video. I'm sure there are other ways to import cyrpto prices into Excel but I don't know enough about them.

  • @evanshields9380
    @evanshields9380 10 หลายเดือนก่อน

    What would you recommend me doing if I have multiple buys of the same currency at different prices. Would you be willing to make an additional video showing how to add a cost average sheet into this spreadsheet somehow rather than having a hundred different line items for the same currencys? Thank you so much

    • @HowToAnalyst
      @HowToAnalyst  10 หลายเดือนก่อน +1

      Thank you for the feedback, you're not the only one to have this comment. Yes, I'll add this to my backlog.

    • @evanshields9380
      @evanshields9380 10 หลายเดือนก่อน +1

      Thank you! I'm sure you're busy, but roughly how long do you think until that could release?@@HowToAnalyst

    • @zugstaub1964
      @zugstaub1964 10 หลายเดือนก่อน

      @@HowToAnalyst This would be very helpfull

  • @kentarnett9609
    @kentarnett9609 ปีที่แล้ว +1

    Hey Pete can you help me design one of these for my crypto mining operation >?

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว +1

      Kent - send me an email to howtoanalyst@gmail.com and let me know what you're thinking

  • @jbennett66
    @jbennett66 ปีที่แล้ว +1

    Very useful thanks - does excel still only have limited currencies or is it possible to add others e.g. SOL, DOT, DOGE etc.?

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว +3

      Just tested and, of those you listed, I only see SOL

  • @dominicburrows7317
    @dominicburrows7317 ปีที่แล้ว

    Great Vid. I am looking to do a live price feed from cmc. Is that possible?

  • @SajidAli-lz1gg
    @SajidAli-lz1gg ปีที่แล้ว

    this makes a lot easier for me to hold data in single sheet, but does the market price updates on its own ?

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว

      If you grab prices as I do in this video, yes, the market price updates on its own

  • @jordanting705
    @jordanting705 8 หลายเดือนก่อน

    Data Type no longer accessible on Excel?

  • @THEB_TraderCrypto
    @THEB_TraderCrypto หลายเดือนก่อน

    However, there were periods of time where I laughed quite a bit but, at the same time, I also had some dull moments. If it were myself, I guess someone else would appreciate this type of video better.

  • @pinch857
    @pinch857 ปีที่แล้ว

    thanx for the video helped alot. but i ran into an issue really quick into the video. my excel didnt have the stocks icon and i dont have table on mines either. how do i get all these features?

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว

      What version of Excel are you using? You likely don’t have access to the stock data type but it would surprise me if you’re on a version that doesn’t include Tables.

    • @pinch857
      @pinch857 ปีที่แล้ว +1

      @@HowToAnalyst i appreciate you getting back to me. but i feel dumb now. lol i dont have excel i have google sheets. i dont know anything about computers and igot access to google sheets only bc of work. 🤦‍♂😅 but thank you

  • @was6745
    @was6745 ปีที่แล้ว

    how can I incorportate this with mutiple purchases of the same crypto ? to still give me an overall gain and portfolio value ? should I have each currency on its own sheet?

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว

      You need to track each individual purchase as I show at 1:04, you may want to create a "roll up" sheet that aggregates the gains and losses from all of the transactions.

  • @JojoLofiChill
    @JojoLofiChill 4 หลายเดือนก่อน

    Where do I find the stock option??😫😫

  • @evemada
    @evemada 11 หลายเดือนก่อน

    How come my excel doesn't have the Data types of Stock etc like yours??

    • @HowToAnalyst
      @HowToAnalyst  11 หลายเดือนก่อน

      You have an old version 😞

  • @peterderartomain6062
    @peterderartomain6062 ปีที่แล้ว

    Dear Pete,
    I Tried to do it but my excel is very old and does not have the stocks sigh, is it possible that you sell the to us?

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว

      Bedo - you likely have an older version of Excel without this functionality. If you want it then you need to upgrade your Excel.

  • @abdulwaheed384
    @abdulwaheed384 9 หลายเดือนก่อน

    How about the cryptos like SOL? it doenst show in excel.

    • @HowToAnalyst
      @HowToAnalyst  9 หลายเดือนก่อน

      Correct, this method only supports a limited number of currencies :(

    • @abdulwaheed384
      @abdulwaheed384 9 หลายเดือนก่อน

      @@HowToAnalyst in that case using external api might be a good option:

  • @droptoprint7999
    @droptoprint7999 ปีที่แล้ว

    where can i download this excel?

  • @lifeslittlelessons1
    @lifeslittlelessons1 ปีที่แล้ว

    I can't get excel to find XTZ (tezos in the stocks data tab)

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว

      I don't think XTZ is currently supported in Excel

  • @scottcullen1774
    @scottcullen1774 22 วันที่ผ่านมา

    Ihav heaps of sheets recrpt but don't know how to wifrà

  • @ivan6414
    @ivan6414 ปีที่แล้ว

    What if I want to add other coins like ADA, DOGE, SOL and more? How to do that?

    • @HowToAnalyst
      @HowToAnalyst  ปีที่แล้ว

      Currently these coins are not supported in Excel using the method in this video but there are other ways, here's an article I found with a quick Google search - howtoexcel.net/2022/03/how-to-pull-crypto-prices-and-data-into-excel.html

  • @NatalieRozenberg
    @NatalieRozenberg ปีที่แล้ว +5

    Why didn't you just share the exel table with us?

    • @MT-li3hb
      @MT-li3hb 10 หลายเดือนก่อน +1

      i'm agree with that !

    • @user_i.d
      @user_i.d 9 หลายเดือนก่อน +1

      I agree that he agrees

    • @dogdog5
      @dogdog5 9 หลายเดือนก่อน

      Do some work mate if youre going to trade well you need to be able to dedicate 20 min to making this lol

  • @souvikghosh5087
    @souvikghosh5087 8 หลายเดือนก่อน

    FOR ZIL, FILE COIN , ANKR AND OTHERS IT IS NOT WORKING.

  • @raviarora7715
    @raviarora7715 10 หลายเดือนก่อน

    how to add altcoins in it?

    • @HowToAnalyst
      @HowToAnalyst  10 หลายเดือนก่อน

      There's only a limited number of coins supported by Excel in this way

  • @lsc193
    @lsc193 8 หลายเดือนก่อน

    Its not working for me.

  • @KyleSorenti
    @KyleSorenti 2 ปีที่แล้ว +2

    Do you think FTX is going to zero?

    • @HowToAnalyst
      @HowToAnalyst  2 ปีที่แล้ว +1

      Haven’t been following close enough to say. If it stays at zero your dashboard becomes a lot easier 😂.

  • @khaledabdulaziz6312
    @khaledabdulaziz6312 7 หลายเดือนก่อน +1

    Currently, Excel supports the following cryptocurrencies.
    Bitcoin (BTC)
    Bitcoin Cash (BCH)
    Litecoin (LTC)
    Ripple (XRP)
    Ethereum (ETH)

    • @Spoon819
      @Spoon819 3 หลายเดือนก่อน

      Hi! Is there a way to track a coin that is not supported by Excel? Like say ADA or SOL

  • @lifeslittlelessons1
    @lifeslittlelessons1 ปีที่แล้ว

    creating for someone else