Create A Crypto Portfolio Tracker in Google Sheets

This post will show you how to create a Crypto Portfolio Tracker in Google Sheets. With this Google Sheet, you can track your cryptocurrency purchases. And besides, you can view a summary of your total assets with the Dollar Cost Average ( DCA ) for each cryptocurrency. In addition to that, you can get the portray rate of cryptocurrencies with a single chink. so, you can directly see the present value of your crypto assets .

Benefits of using Google Sheet to track Crypto Portfolio

There are respective benefits in using Google Sheets to track your cryptocurrency portfolio. Google Sheets can be accessed from any device and anywhere, so your portfolio excessively. Most importantly, it is free and comes with your Google Account. With Google Apps Script, you can get populace and your private data from assorted Cryptocurrency platforms to Google Sheets using their APIs.

You can do your own analysis in the Google Sheets itself .

How to create a crypto portfolio tracker in Google Sheets

This article aims to show you how to create a childlike crypto portfolio tracker in Google Sheets. With this Sheet, you can ,

  • Add entries for your crypto currency purchessess
  • View a summary of all cryptocurrencues you are holding
  • View your total investment
  • Get the crurrent price of each cryptocurrency from CoinMarketCap with a single click
  • View the DCA of each cryptocurrency
  • View the DCA only for selected entries of each cryptocurrency
  • View the present value of your crypto portfolio
  • View the present value by cryptocurrency type

The pursuit video recording demonstrates the features of this crypto tracker .

What do you need to create this Google Sheets Crypto Tracker

If you want to use the under Google Sheet as it is, you only need to have a Google Account and CoinMarketCap free account. But, having some cognition of Google Sheets and Google Apps Script may help you customize the Google Sheets according to your prerequisite.

Copy the Google Sheet to your Drive

First of all, hold of transcript of the Google Sheet from the link given below .

Create a Free CoinMarketCap account, get the API key, and Add it to Google Sheet

According to them, “ CoinMarketCap is the universe ’ sulfur most-referenced price-tracking web site for crypto assets in the quickly growing cryptocurrency space. Its deputation is to make crypto ascertainable and effective globally by empowering retail users with indifferent, high choice, and accurate information for drawing their own inform conclusions. ” With CoinMarketCap spare API, you can get accurate real-time or historic cryptocurrency prices to your Google Sheets. first base, create a CoinMarketCap report from this connect.

once you log in to the account, you can see your API keystone. Hover over and suction stop “ COPY KEY ” to copy the API key. In regulate to get crypto price updates, you need to add your API key to the Google Sheets. paste the API key in cell B3 of the Google Sheet. When you click the “ Get Quotes ” button, the Apps Script will look for the API key in this cell.

Getting crypto price updates to Google Sheets with Google Apps Script

The Google Sheet you have already copied to your Google Drive contains the pursue code snip. To open the code file ( the Apps Script editor ), go to Extension > Apps Script. This handwriting looks for the crypto symbols given in the range B7 : B and obtains the price updates for that currencies from the CoinMarketCap web site. I have assigned this getCryptoUpdates() officiate to the “ Get Quotes ” release in the Google Sheet. To retrieve price updates from CoinMarketCap ,

  1. In cell A7 add your cryptocurrency symbol (Ex. BTC, ETH, BNB)
  2. Then click “Get Quotes” button. Once you click the button for the first time, it will ask to grant your permission to run the Apps Script in your Google Account. Watch the video below and follow the steps to grant permission. Then click the “Get Quotes“button again.
  3. You can add more coins in the collumn A, after the cell A7, and click the “Get Quotes” button to get price updates. (! make sure to maintain one blank row between transaction table and this criptocurrency list)
  4. You should click the “Get Quotes” button everytime you need to see the latest price of the cryptocurrencies. You have 333 free API calls per day for your free CoinMarketCap account.

How to use this Google Sheet Crypto Portfolio Tracker

This Google Sheet is constructed to add a record for each of your cryptocurrency purchases .

Add a new cryptocurrency to your portfolio

When you buy a newly cryptocurrency character, you need to add it to the postpone Left to the “ Get Quotes ” button. And should run the “ Get Quotes ” button to get the latest price of that mint .

Add crypto purchase records

You can add your buy records to the table at the bottom of the Sheet ( From row 19 onwards ). You need to add the transaction date, coin symbol, investment sum, and the buy monetary value .

View the summary of your cryptocurrency portfolio

The drumhead table is located on the clear correct side of the Sheet. In this table, you can view the total investment, total investment in each currency type, their present value, DCA, and the profit or loss. You can besides view the drumhead for selected records. To do that, first, select the checkbox of each record you want to view the drumhead. then, select the checkbox in cell “ I1 “. The summary postpone is generated from Google Sheet ’ s QUERY function in cell D2 .

Remove crypto purchase record

If you have sold some total of cryptocurrencies, you need to deduct it from your portfolio. If you have sold an equal sum to a previous leverage commemorate, you can remove that former phonograph record from the transaction table. however, if you consider DCA and sell entirely a sealed sum of a coin, you can delete all the previous records for that mint and create a newfangled record with the price you sold for the balance measure.

Wrapping Up

Using a Google Sheet to track your cryptocurrency portfolio has respective advantages. You can add records of cryptocurrency purchases from several platforms in one Google Sheet. And besides, you can do your analysis with it. You can besides use Google Apps Script to build respective custom features to it. Most importantly, all these features are free. This article will help you create your own crypto portfolio tracker in Google Sheets. You can besides grab deliver crypto prices from CoinMarketCap to this sheet with a single snap. You can copy this Google Sheet with the Google Apps Script to your Google Drive using the yoke provided and start using it immediately.

Leave a Comment

Your email address will not be published.