Summary of update

NOTE: This is no longer the most recent update. Please visit this page for the latest update.

Over the past few months, I have been diligently working on a significant update for the Investment Tracker. This concise summary highlights the key changes:

  • Developed three separate trackers: Stocks, Crypto, and Stocks & Crypto
  • Introduced a new function that calculates realized gains and summarizes them in a report based on transaction history
  • Calculated unrealized gains and current positions using the unrealized gains report
  • For cryptocurrencies, a new function now connects to CoinMarketCap’s API and extracts prices almost instantly, offering a substantial improvement over the slower and more cumbersome IMPORTHTML functions
  • Added money-weighted average return for the entire portfolio
  • Resolved bugs in the spreadsheet and issues related to conditional layout
  • Temporarily removed the ability to track different categories within stocks (to be reintroduced in the future)

To my knowledge, this is the only spreadsheet that provides a comprehensive overview of your realized gains using a legitimate accounting method (FIFO; first in, first out). Additionally, the spreadsheet now easily integrates with CoinMarketCap’s API, elevating its capabilities. In the next phase, I will focus on addressing any remaining bugs with the help of this community.

The Taj Mahal was built brick by brick, with construction spanning 22 years. Perfection takes time to achieve, and this spreadsheet will reach that level of excellence. Rest assured, it won’t take 22 years to get there.

How to Gain Access

To access the latest tracker, please complete the following steps. Upon confirmation, I will send you a link to the newest trackers.

  1. Follow CoinAtlas on twitter. Like & retweet this tweet.
  2. Subscribe to the youtube channel and like this video.

Once you have completed all these steps, feel free to email me at: [email protected]. Here you can find the newest guides for the tracker for crypto, stocks, crypto & stocks.


Naturally, I will continue refining this spreadsheet. In no particular order, my future plans include:

  • Stock-split adjustment for stock trackers
  • Ability to deduct quantity of coins when transferring coins from A to B due to network fees
  • Total net worth tracker
  • Rebalancing tool
  • Market-watch tool based on technical indicators that will email you when certain conditions are met
  • Dividend analysis

If you have any suggestions, please don’t hesitate to reach out through the homepage.


Leave a Reply

Your email address will not be published. Required fields are marked *