Ethereum Infochain: Crypto/NFT Investment Portfolio Tracker Template for Excel | Cryptocurrencies, NFTs, and more

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Features

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  1. Portfolio’s Currency is selected.
  2. History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).
  3. Each investment’s information is specified (Asset Class, Region, Sector, etc.)
  4. All data are then calculated automatically based on the above information.

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(For all Portfolio and Individual Investments):

✦ EUR

✦ USD

✦ GBP

✦ CAD

✦ CHF

✦ AUD

✦ NZD

✦ GBX (Only for Individual Investments)

/

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(w/Automatic calculation unless stated otherwise)

✦ Dashboard

✦ Portfolio

✦ Desired Portfolio (Manual Input)

✦ Pies

✦ Allocation

✦ Tickers Info (Manual Input)

✦ Crypto and NFT Portfolios

✦ Transactions/Trades/Dividends History (Manual Input)

✦ Returns

✦ Dividends

✦ Calculators

✦ Valuation

✦ Screener

✦ Annual Reports

✦ Watchlist (Manual Input)

✦ Customization and Info

✦ Guide

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– The workbook requires any version of Microsoft Excel excluding Google Sheets.

– If the following error pops up in Office 2019, this means your version is not supported. In that case, you need to downgrade to an older version of Office 2019.

View post on imgur.com

– If the following error pops up, just click “OK”. It should disappear once you input your History.

View post on imgur.com

– The workbook supports up to 40 current holdings.

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https://dl.dropboxusercontent.com/s/wdmxjbuabgc8e9a/Crypto_Investment_Portfolio_Tracker.xlsb



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