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.

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

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– The workbook supports up to 40 current holdings.

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