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