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Description

Config
Define your starting date and the initial equity that will be invested. On a second tab, list all cryptocurrencies that will be traded containing their code.

Purchases

Record all your purchases in a row per transaction. Each row should be fully filled with the date, the cryptocurrency that was purchased, transaction fee, the amount invested, and the currency quote at the time. On columns "I" and "J" you will get automatically the quantity purchased and the total amount of that specific currency on your portfolio.

Sales

Record all your sales in a row per transaction. Each row should be fully filled with the date, the cryptocurrency that was purchased, transaction fee, the amount sold, and the currency quote at the time. On columns "I" and "J" you will get automatically the total received and the total amount of that specific currency on your portfolio.

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General Investment Report
View the number of purchases and sales you made monthly and the amounts involved in these trades.

Equity Evolution Dashboard
An automated and beautiful dashboard that represents how much your money is yielding to you. Review your monthly metrics of gains and losses.

Portfolio Dashboard
List with all the crypto-coins you traded and their respective values. This is the area for you to analyze whether you made a profit or a loss with a certain crypto-currency and the possibilities you still have for-profit according to the current quotation of each one

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Product Specs:

  • 100% Editable File
  • Immediate Access
  • Works on MAC and PC
  • All Excel Versions
  • Premium Support
  • Over 30.000 satisfied customers

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