CryptoCurrency Portfolio Template for Google Sheets

in #cryptocurrency7 years ago

I’m sharing my cryptocurrency portfolio template for Google Spreadsheet.

There are many crypto exchanges and many ways to store your coins. I’m relatively new to cryptocurrency but it was not easy to manage where all my coins are stored. I also wanted to track how my coins are doing.

I’ve used JavaScript to get coin information from coinmarketcap.com. You can register a timer to run the script to get prices periodically/automatically.

CryptoCurrency Portfolio.png

Just enter your COIN ID, and number of coins where they are stored. The script will automatically fetch coin prices and additional information such as symbol, price changes and rank.

The prices of each coins are calculated as BTC, USD and EUR. You can change secondary currency(EUR) to other currency.

The graph displays percent of each coins you are holding.

Also ratio between local wallets and exchanges are calculated and displayed. Make sure you HODL your coins in your local wallet.
Wallet vs Exchange.png

Here is the link to the template:
https://docs.google.com/spreadsheets/d/14UcwwmrHAdTl_zFHgbVJR2UW0ange0Hvt4Bz51FC42o/edit?usp=sharing

There is more detailed description included in the file.

Please comment if you have any questions or suggestions.

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Actually, this is so good I promoted it again with one SBD !

Nice! Spreading the love. That's what it's all about.

Thank you for your contribution to the Crypto community. See you in S.C.M. ;-)

Go Go Supoman Support!! :-) Awesome Tool, thanks for sharing @mix1009

Thanks a lot! This is indeed very helpful!

Are there any dangers from allowing access to the CryptoCoin script?

No, anyone can see the code. It only gets information from coinmarketcap.com.
But it's possible to log your portfolio technically from a script. People with knowledge of little programming should be able to find out and report it.

great!

very cool article

Fantasic mate and thanks for sharing. Going to have a longer play tomorrow.

Nice post!! Thanks for sharing!!

Saw this on S.C.M had to check it out.
I had made a similar spreadsheet in excel that I had been keeping track with. This one is much much better Thank you so much. I will be looking out for more post!

Resteemed and followed. Thanks for sharing such a good tool. Is there a way to add a third fiat currency option to the spreadsheet through the script? :)

No, coinmarketcap.com API only provides two currency for each API call. It's possible if API is called twice, but I don't think there will be much demand for it.

Excellent contribution nevertheless. Thanks again.

Nice sharing! Find it quite useful!

What an amazing contribution. Thanks for not trying to charge for it, because you could have..

Nice, that's exactly what I've been looking for, will try it out

Great post keep em coming, such a great tool. Will follow for more

@@ -14,16 +14,27 @@
steemed,

  • following,
    upvoted

I'm getting "This app isn't verified" messages. Please help.

@mix1009 when I copy a new row and change COIN ID to "omisego", the sheet doesn't fetch price data. Not sure what I'm doing wrong.

That's strange. I tried "OmiseGo" and it did fetch "OMG" correctly.

Very great idea!
I use different apps to take a look of my cryptos but I can't customize none of them. Now I can! Thanks ;-)

How can I add other info (e.g. trade volume, exchanges etc.)? Thanks

Really good, however, how do you change the Updated time to Sydney time and with "dd d mmm yyyy hh:mm:ss" AEST +1000 format

111.JPG

종목 포트폴리오 index를 만들어 보고 있습니다
종목을 추가하고 업데이트 실행하려니 에러가 나오는군요

have the same problem

Great post, thanks for the share man!

im not sure how to allow access to update the script, it says it is unverified by google.

Great work, thanks for sharing. Was hoping for tracking of trades too, but this is a great start!

Mate you are a legend

Hi, this is an awesome sheet, and just what I've been looking for. I followed the instructions but when I run the UPDATE the following error appears:

Request failed for https://api.coinmarketcap.com/v1/ticker/powerledger?convert=EUR returned code 404. Truncated server response: { "error": "id not found" } (use muteHttpExceptions option to examine full response). (line 73, file "Code")

Any suggestions on how I can fix it?

I receive the same error. Did you manage to solve it?

I solved my error: in coin Id, I had to state the exact name as it appears on Coinmarketcap (e.g. "Stellar" instead of "Stellar Lumens"). With that it updated correctly :)

Hi! Thanks so much for sharing this. I have a question though. I am trying to check my BTC but if the purchase price of BTC is not in another currency, how does that work? i.e. purchase BTC = 1 BTC......but i actually bought it in EUR.
I am hoping for a spreadsheet that can also show my holdings in EUR / USD as compared to initial investment. So, say i invested EUR 1000 and it has changed in value to EUR 1200. Is that possible within this google doc paradigm?
Yours in spreadsheet ignorance and hope!
:)
T

If I bought in ETH, how do i find the price in BTC at the time i bought it? Or is there a formula to use?
Thanks! :)

Hi,
I've been using that Sheet for more than a month now and I'm looking at it multiple times a day.
Have you ever made an update on it?
Is it possible to show the BTC Total Value in the History Tab?

Cheers

I shared this on twitter under @blockchainbetty Thank you so much for the great spreadsheet! Looking forward to getting all our crypto setup in here. Such great work! Wheeee!

Where is the play button?

You should check out Cointracking Portfolio Manager.

It has

  1. Automatic import of trades through APIs.
  2. Average purchase and sale price reports.
  3. Booked and unbooked profits.
  4. Ability to calculate your taxes.
  5. Set up price notifications.

For details of how to use these features checkout this post.

looks great and i would love to use it but i'm getting

Request failed for https://api.coinmarketcap.com/v1/ticker//currencies/litecoin/?convert=EUR returned code 404. Truncated server response: >404 Not Found

Not Found

The requested URL was not found on the s... (use muteHttpExceptions option to examine full response). (line 73, file "Code"

:(

Same for me, I've been getting daily emails for a while now with messages like that. Anyone know how to fix it?

Getting "This app isn't verified" messages.

Please help.

Never mind. Figured it out and set time. Thank you for this!

This is awesome. Just a quick question, is there a way to add in ETH as a trading pair similar to how the BTC one works?

Thanks

Really helpful template, it's working really great for me.

I have next to no knowledge of javascript so I was wondering if there was an easy way to add in a column for 1hr % change (and possibly 12hr as well) next to the 24hr and 7d columns.

Also just a small one, the document timestamps in Korean time, I was just wondering what I would have to do so that it stamps it in Melbourne, Australia time.

Thanks again for a great sheet.

Man this is awesome!

Nice. Im looking this for my trade. Can you make the ICO monitor for this ?

This is very cool! I'm starting with cryptos and wanted to keep track of what I'm doing. I'm going to use this! Thank you!

This is incredibly good! Thank you so much for all your work.

Just found this, this is great :) will resteem!

Whenever I copy a row and put in a new coin the data on the right side of the chart doesn't update only the first five columns update. Is anyone happen to have a spreadsheet like this where every parameter fully updates?

Great spreadsheet. One question. Maybe it's a dumb one, but is there any way to change the purchase unit price to fiat (USD)? Since I've purchased the same coin multiple times, I want to see an average amount that I've bought each coin at.
Not sure if I'm making sense or not.

I am actually looking for something similar, as a matter of fact, since I am an OLD man (as they say, trying to teach an OLD dog, so NEW tricks - so not that TECH Savvy) as the new kids on the block; but, if someone has a sheet which can provide what each trade is costing me on different exchanges and or what is my trade cost from FIAT conversion to Crypto and back to FIAT (withdrawal).......don't know if I make any sense

if you are looking for something that pulls your balance directly from your exchange and gets price tickers from the exchange and coinmarketcap, check the Cointrexer sheet:

Does not work anymore, needs an update to v2 of Coin Market Cap api, but otherwise very good spreadsheet

this is awesome!

I get the following error code... I'm not a coder, anyone have an idea how to fix it? Thanks!

Code-429_line 102.JPG

Code-429_line 102_message details.JPG