- Overview current holdings
- Limited graphical presentation
- Balance per account
- Limited 30 cryptocurrencies
- Limited 100 stocks
- Web-scraping functions
Once you set up the investment tracker, you only have to update the transaction history. The rest of the spreadsheet will update dynamically.
Stay up to date with the newsfeed tool and search for new US stocks with the financial summary tool.
The investment tracker is built to track stocks and cryptocurrencies.
Gain an overview of your past transactions through the accounting method FIFO (first-in, first-out) or LIFO (last-in, first-out).
The tracker extract data from coinmarketcap API. This significantly improves the speed of the spreadsheet compared to extracting the data with web-scraping functions.
Total net worth tracking starts after the first day of setup. See your net worth grow steadily as time progresses!
You came here in search of a portfolio tracker for crypto and stocks. Most likely, you understand the necessity of such a tracker. All types of investors, from the risk-averse dividend trader to the high-risk crypto junkie, need a tool to track their investments. With such a tool, an investor can track the progress of his financial goal and improve their skills. However, creating such a tracker can be a time-consuming process and requires a set of skills, especially to build one capable of tracking all cryptocurrencies. Nevertheless, you happen to be in luck as this is precisely where CoinAtlas comes into play!
While other free investment trackers are available for a google spreadsheet, they are often standalone or limited. This is an example of a good tracker for stocks but does not work for crypto, and this one tracks crypto but is limited to 25 requests per day. Yet others require a monthly subscription such as this one! This portfolio tracker will free you of those limitations. A “basic edition” is available for free, and a “premium edition” will remain accessible for no cost until the 1st of July 2022. Gain access to the “basic edition” by subscribing to my newsletter (see below) and learn here how to gain access to the “premium edition.”
What sets the premium portfolio tracker apart from others is that it can track your total net worth, tracks the past and present performance of both crypto and stocks, and comes with excellent tools such as a newsfeed and financial screener. It uses legitimate accounting methods such as FIFO/LIFO, which can help you with your tax reports. Moreover, since it connects with Coinmarketcap API, it loads faster than spreadsheets that use IMPORTHTML functions. It also considers dividends, stock splits, and cryptocurrencies lost due to transfer (e.g., from wallet to exchange). You can find the differences between the premium & basic edition below!
If you have any idea’s or features you would like to see, feel free to make use of the contact form to message me. If you like the google spreadsheet for cryptocurrency and stocks then consider making a donation, as this is a non-profit organization. Your donations will be used for the future development of the google spreadsheet for cryptocurrency and stocks. Thank you for reading this message. Check out my channel for more information.
Two versions of the portfolio tracker exist, namely a cryptocurrency tracker and a cryptocurrency & stocks tracker. Choosing either plan will provide you with access to both versions. The "Premium Edition" is in beta and available for free until 01-07-2022.