Crypto Portfolio Tracker Essentials 模板
Track cryptocurrency holdings across multiple coins and tokens. Monitor portfolio value, cost basis, and unrealized gains.
包含内容
- Dashboard with crypto portfolio overview showing total value, total cost basis, total gain or loss, and top holdings
- Holdings list with coin name, ticker, quantity held, average purchase price, and current price per coin or token
- Cost basis and current value tracking with automatic unrealized gain or loss calculation for each holding
- Gain and loss calculations displayed in both dollar amount and percentage return for each cryptocurrency position
- Portfolio allocation breakdown with color-coded input cells (yellow) and auto-calculated portfolio metrics (blue)
- Works in Microsoft Excel, Google Sheets, and LibreOffice Calc with no setup required
Need more from this template?
The Essentials version covers everyday tracking. Ultimate goes further with multi-entity support, scenario analysis, and ultimate-grade reporting.
- Dashboard with crypto portfolio overview showing total value, total cost basis, total gain or loss, and top holdings
- Holdings list with coin name, ticker, quantity held, average purchase price, and current price per coin or token
- Cost basis and current value tracking with automatic unrealized gain or loss calculation for each holding
- Gain and loss calculations displayed in both dollar amount and percentage return for each cryptocurrency position
- 跟踪最多50个加密货币持仓，含币种、网络、钱包、数量、平均成本基础、当前价格和当前价值
- 仪表板包含6个KPI卡片：投资组合总价值、总成本基础、总盈亏、收益率、持仓数量和最大持仓
- 交易日志记录每次买入、卖出、转账和收益事件，含日期、币种、类型、数量、价格和备注
- DCA跟踪器在不同价格新增购买时计算随时间变化的平均成本基础
- 税务批次跟踪对已实现交易应用FIFO成本基础方法，用于税务申报
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如何使用这个Crypto Portfolio Tracker模板
Enter your holdings
List each cryptocurrency with the coin name, ticker, quantity held, and average purchase price.
Update current prices
Enter the current market price for each coin. The unrealized gain or loss recalculates automatically.
Review portfolio value
The template shows total portfolio value, total cost basis, and overall gain or loss in dollars and percentage.
Check the dashboard
The dashboard displays portfolio allocation, top holdings by value, and total unrealized gain or loss.
由 Claude AI 构建，经我们精心打磨。
我们使用 Claude AI 在深入研究后起草每个模板。然后由团队接手，优化布局、全面测试每个公式、修复边界情况，并打磨设计，直到达到我们自己愿意使用的标准。AI 完成了 80% 的工作，最后 20% 靠的是人工判断。
常见问题
Do I update prices manually?
Yes. Enter the latest price for each coin when you review the portfolio. Some spreadsheet add-ons can fetch crypto prices automatically.
How is average purchase price calculated?
If you bought at different prices, calculate the weighted average - total cost divided by total quantity. Enter this single average price per coin.
Does it track transaction history?
The template focuses on current holdings and value. For detailed buy/sell transaction history, add a separate transaction log sheet.
Can I include staking rewards?
Add staking rewards as additional quantity at a cost of zero (or the market value at receipt). This increases your holdings and adjusts the average cost.
如何在 Google Sheets 中打开？
将 .xlsx 文件上传到 Google Drive，然后使用 Google Sheets 打开。所有公式和格式都会保留。