Crypto Portfolio Tracker — Google Sheets Template with Live Prices, Cost Basis, P&L and Tax Summary
Most crypto tracking apps charge you every month. This does the same job as a one-time purchase you keep forever.It is a Google Sheets template built for anyone who holds crypto across multiple wallets and exchanges and wants to track their portfolio properly without paying for a subscription tool or building a spreadsheet from scratch.Everything is connected. You log your transactions once, and your cost basis, P&L, portfolio allocation, and tax summary all update automatically.What is inside:Transaction Log — log every buy, sell, transfer in, and transfer out with the date, coin, quantity, price, fee, and which wallet or exchange it happened on. A dropdown menu handles the transaction type so there is nothing to type manually. Everything else in the tracker pulls from this sheet.Holdings Dashboard — see your full portfolio in one view. Bitcoin and Ethereum prices pull live using Google's built-in GOOGLEFINANCE function. For other coins, replace the price once per session and every figure updates instantly: total cost, current value, profit and loss in dollars and percentage, and how much of your portfolio each coin makes up.Cost Basis Calculator — automatically works out your average buy price per coin from your transaction history. You do not touch this sheet. It just stays accurate as you add new transactions.Portfolio Allocation — a breakdown of your portfolio by coin with a pie chart, pulled automatically from your holdings.P&L Summary — a clean view of unrealized profit and loss per coin with a total row at the bottom. Updates every time you refresh your current prices.Tax Summary — a year-by-year log of realized gains and losses from coins you have sold. Fill it in as you sell and share it with your accountant at year end. Includes a disclaimer that it is for reference only and not tax advice.How to Use sheet — plain language instructions for every sheet, included in the file so you do not need to look anything up.Who this is for: Anyone holding crypto across more than one wallet or exchange who wants one place to track everything without paying a monthly fee.What you need: A free Google account. The file works in Google Sheets. It also opens in Excel but the GOOGLEFINANCE live price function only works in Google Sheets.Format: Delivered as an xlsx file. Open it in Google Sheets by going to sheets.google.com, clicking New, then Upload, and selecting the file. From there go to File and click Make a Copy to save your own editable version.
Get it → timeloom.gumroad.com