Introducing the Premium & Basic Investment Tracker: A New Era of Portfolio Management

Start of beta testing for the premium trackers

I am thrilled to announce the launch of the Premium and Basic versions of the Crypto tracker and the Crypto & Stocks tracker. The Basic edition will remain free for anyone who subscribes to my newsletter, while the Premium edition, packed with additional features, will be available free of charge until July 1, 2022. During this beta testing phase, the Premium version may contain bugs. From July 2022 onwards, a one-time fee of €25 will grant access to the Premium trackers, including updates for one year. To showcase the capabilities of these trackers, I’ve created a new promotional video highlighting their features:

Basic Crypto & Stocks Tracker features:

• Comprehensive portfolio dashboard
• Graphical representation of your portfolio
• FIFO-based unrealized gains overview
• Balance overview per account
• Dividend tracking for unrealized gains
• Price extraction for crypto using IMPORTHTML functions and Coingecko as a source
• Ability to track up to 30 cryptocurrencies & 100 stocks

Premium Crypto & Stocks Tracker additional features:

• Net worth tracking
• CoinMarketCap API integration for enhanced performance
• FIFO/LIFO calculations for realized gains, suitable for tax reporting
• Crypto transfer loss adjustment (CryptoTransfer)
• Stock split adjustment
• Dividend tracking for both realized and unrealized gains
• Portfolio and subcategory performance tracking using money-weighted rate of return

The same features for the Premium and Basic versions apply to the Crypto Tracker, with the only difference being the absence of stock-related features.

Gaining Access to the Premium Edition:

To obtain access to the Premium trackers, please complete the following steps. Once I confirm your completion of these steps, I will send you a link with the latest trackers.

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

If you don’t have a Twitter or Telegram account, there’s no need to create one just for this purpose. If you’ve already subscribed to my YouTube channel and joined my Telegram group, simply like and retweet this tweet, and like this video. Then, feel free to email me at [email protected]. You can find the newest guides for the tracker for crypto and crypto & stocks.

A Bright Future for Our Investment Trackers: Enhancements, Tutorials, and More

Between now and July 2022, I will focus on identifying and resolving any bugs present in the current spreadsheets. Additionally, I will strive to incorporate valuable feedback from users to further refine and improve the trackers. During this period, I plan to create a comprehensive, detailed text-based setup guide for the Premium versions, along with corresponding YouTube video tutorials.

Furthermore, I intend to develop Premium and Basic versions of a dedicated stock tracker, offering users even more versatility in managing their investments.