How To Create A Crypto Portfolio Dashboard In Excel
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- เผยแพร่เมื่อ 28 มิ.ย. 2024
- This step by step tutorial shows you how to create a crypto portfolio dashboard in Excel. First, we enter your crypto purchase history. Then, we get price data for a portfolio of cryptocurrencies like bitcoin and ethereum. Then we apply formatting to increase the dashboard aesthetic and finish with how easy it is to refresh the crypto portfolio dashboard with the latest data and add new crypto currencies.
⌚️Timestamps
0:00 Intro
0:30 Crypto tickers
1:04 Purchase history
1:38 Excel table
2:00 Crypto prices
3:30 Sparklines (this section contains an error)
3:52 Dashboard formatting
6:02 New tickers
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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.
Glad to hear, what would you like to learn about Excel?
Excellent tutorial!! Thanks, you are the MAN!!
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!
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
Glad I could help!
You're an Excel genius. Thank you my man!
Hope it helps!
That’s a beautiful dashboard, very clean and easy to read. How long is the trend line for? 52 wks?
Great Vid. I am looking to do a live price feed from cmc. Is that possible?
Creating a dashboard to chart my ROI goals
Thanks for your educational tutorial video. Only few crytpo assets recognise on this data sheet. how we add full crypto assets? thank again.
Thx :)
Welcome
Amazing video BUT How i keep data if i did Another purchase of the same Coin ?
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. :)
Very useful thanks - does excel still only have limited currencies or is it possible to add others e.g. SOL, DOT, DOGE etc.?
Just tested and, of those you listed, I only see SOL
Thanks Pete!! Now can you help me with crypto in general lol
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 !
Hey Pete can you help me design one of these for my crypto mining operation >?
Kent - send me an email to howtoanalyst@gmail.com and let me know what you're thinking
this makes a lot easier for me to hold data in single sheet, but does the market price updates on its own ?
If you grab prices as I do in this video, yes, the market price updates on its own
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?
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.
@@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
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?
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.
Is it possible to track prices of all cryptos, even microcaps? Or does it only do the biggest ones?
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.
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
Thank you for the feedback, you're not the only one to have this comment. Yes, I'll add this to my backlog.
Thank you! I'm sure you're busy, but roughly how long do you think until that could release?@@HowToAnalyst
@@HowToAnalyst This would be very helpfull
where can i download this excel?
Data Type no longer accessible on Excel?
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?
Bedo - you likely have an older version of Excel without this functionality. If you want it then you need to upgrade your Excel.
I can't get excel to find XTZ (tezos in the stocks data tab)
I don't think XTZ is currently supported in Excel
What if I want to add other coins like ADA, DOGE, SOL and more? How to do that?
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
Currently, Excel supports the following cryptocurrencies.
Bitcoin (BTC)
Bitcoin Cash (BCH)
Litecoin (LTC)
Ripple (XRP)
Ethereum (ETH)
How come my excel doesn't have the Data types of Stock etc like yours??
You have an old version 😞
how to add altcoins in it?
There's only a limited number of coins supported by Excel in this way
FOR ZIL, FILE COIN , ANKR AND OTHERS IT IS NOT WORKING.
How about the cryptos like SOL? it doenst show in excel.
Correct, this method only supports a limited number of currencies :(
@@HowToAnalyst in that case using external api might be a good option:
Its not working for me.
Why didn't you just share the exel table with us?
i'm agree with that !
I agree that he agrees
Do some work mate if youre going to trade well you need to be able to dedicate 20 min to making this lol
Do you think FTX is going to zero?
Haven’t been following close enough to say. If it stays at zero your dashboard becomes a lot easier 😂.
creating for someone else