Cryptocurrency Excel Spreadsheet Template

Cryptocurrency Excel Spreadsheet Template

Cryptocurrency Excel Spreadsheet Template

Original price was: $350.Current price is: $245.

In stock

Original price was: $350.Current price is: $245.

The Financial Analysts at Oak Business Consultant have made this Cryptocurrency Excel Spreadsheet Template for your cryptocurrency investment planning and tracking needs. To create a crypto Excel spreadsheet, you need to make a list of cryptocurrencies you want to track. Then, you add their ticker symbols, which you can find on crypto exchange websites. Next, you enter the current price of each cryptocurrency in the third column, and in the fourth column, you enter the quantity of each cryptocurrency you own. To calculate the total value of each cryptocurrency you own, you multiply the price by the quantity in the fifth column. The template has the capacity to analyze 10 different token pairs at a time for the historical time you choose. You also get the current profitability position of your portfolio, along with other KPIs. With this easy-to-use template, there is no further need for complex calculation, you just need to add numbers, and you are all set.

Frequently Bought Together

Cryptocurrency Excel Spreadsheet Template + Blockchain Pitch Deck Template + Blockchain Network Excel Financial Model
Price for all three: $505


Cryptocurrency Excel Spreadsheet Template

Cryptocurrency Excel Spreadsheet Template is a valuation tool that helps investors keep track of their cryptocurrency portfolio performance. It helps users identify high-performing and low-performing investments and aids in decision-making.

However, it is important to have accurate data to make correct decisions. Therefore, analysts at Oak Business Consultants have used the ‘Cryptosheets’ add-in, which is perfect for this purpose. It integrates accurate real-time data from hundreds of reliable providers in one place.

Moreover, with our Cryptocurrency Template, you do not need to worry about using any formulas or doing any calculations. You just have to enter your portfolio details, and data will be automatically extracted, analyzed, and displayed in the dashboard.

Introduction to our Cryptocurrency Excel Spreadsheet Template

The Cryptocurrency Excel Spreadsheet Template contains three main tabs: Portfolio, Trade Journal and Dashboard. The Portfolio Tab gives you an overview of how many investments you have in your portfolio. Moreover, it tells when and at what price did you acquire them. The Portfolio Tab gets this data from the Trade Journal Tab. The Trade Journal is the input Tab where you can add/edit details about your portfolio. Therefore, once you enter the data into this tab, the other 2 tabs get updated automatically based on the data entered. The Dashboard Tab gives you a visual representation of how your portfolio is performing and also provides other valuable details. The model also contains a How-to-Use tab to guide users on how to get the best out of the model.

Key Inputs of Cryptocurrency Excel Spreadsheet Template

  1. Investment Date
  2. Base and Quote Currency/Token (Token Pair)
  3. Exchange Name
  4. Price Paid/Received
  5. Quantity Sold/Bought
  6. Historic Data to extract

Key Features of Cryptocurrency Excel Spreadsheet Template

Trade Journal


This is the input section of the model where you can add/edit your portfolio details. The model gives you the capacity to add up to 10 different token pairs and 10 trade journal entries for each pair. The portfolio details are used to extract data from the Cryptosheet add-in and then used to perform calculations for profit/loss and ROI.

Portfolio Sheet


As shown above, the Portfolio sheet gives you an overview of all the investments you currently have in your hand. It also provides you with step-by-step instructions on how to set up your file. Moreover, you can adjust how much historic data you want to analyze and the overall base currency.



The Cryptocurrency Dashboard Template provides you with visual assistance to monitor the performance of your portfolio. The KPIs are listed at the top of the page as they are an important aspect of any dashboard. Hence, you get a complete performance overview at first glance.

Moreover, the mid-section contains charts displaying the token pairs’ current and historical performance. The bar charts show how each of your token pairs ranks against the other with respect to profit/loss and return on investment. Also, you can analyze the historical trend through the line chart on the left.

The table below these charts gives you a summary of how your investments have performed individually. You can easily identify this table’s most consistent token pair and analyze the closing price trend over time.

How-to-Use Cryptocurrency Excel Spreadsheet Template

crypto_how_toAs shown above, the Cryptocurrency Excel Spreadsheet Template has a How-to-Use Tab that thoroughly explains different components of the template. It also states the definitions of different metrics used to help the user correctly understand and evaluate the numbers.

Benefits of Cryptocurrency Excel Spreadsheet Template

Data Extraction: With Cryptocurrency Excel Spreadsheet Template, you do not need to worry about where and how to get the data. The template automatically extracts the data from the ‘Cryptosheet’ add-in based on the inputs you enter.

Data Reliability: ‘Cryptosheets’ add-in used by the model integrates data from hundreds of data providers. It ensures that the user gets reliable and up-to-date data. It is a verified app provided by Microsoft.

Visualization Tool – Cryptocurrency Excel Template comes with a Dashboard that visually represents how your portfolio is performing.

Identify Good/Bad Performing Investments: Moreover, the investors can easily identify low-performing and/or high-performing token pairs through the Dashboard. It can help them make informed decisions for future investments.

This Product Includes: 1 Excel File

Case Study

This blockchain case study illustrates how technology can change industries by providing secure and transparent record-keeping, improving efficiency and streamlining processes. The study features a blockchain-based solution that enhanced supply chain management, decreased costs, and improved data accuracy, ensuring transactions are tamper-proof and transparent. For more details, click Blockchain-based Financial Services – Case Study here.


Our priority is to ensure our customers’ satisfaction with our services. Maintaining a positive reputation and retaining customers by meeting their requirements is crucial to achieving this goal. A viable approach to fulfilling our customers’ expectations is by requesting feedback to assess the efficacy of our product and identify areas that require improvement. Below is an instance of a customer’s testimonial about our services.

Cryptocurrency Excel Spreadsheet Template Testimonial

9 reviews for Cryptocurrency Excel Spreadsheet Template

  1. 5 out of 5


    This has been incredibly useful in gaining insights into the historical performance of my selected cryptocurrencies. I highly recommend it!

  2. 5 out of 5

    Serenity Winslow

    It has truly been a game-changer for me. This template has revolutionized the way I plan and track my cryptocurrency investments.

  3. 5 out of 5

    Matt Pattison

    This was an incredibly helpful model to me and aided my decision-making process

  4. 5 out of 5

    Ethan Anderson

    I am thoroughly impressed with its capabilities and user-friendly design. This template has become an invaluable tool for managing my cryptocurrency investments.

  5. 5 out of 5


    It provides me with a comprehensive overview of my investment performance, enabling me to evaluate the success of my strategies and make adjustments accordingly. Very satisfied!

  6. 5 out of 5


    I must say it has greatly simplified my cryptocurrency investment planning and tracking. The template is user-friendly and intuitive, making it easy for me to organize and manage my crypto portfolio.

  7. 5 out of 5


    It has exceeded my expectations. It has simplified my investment tracking process and given me the necessary tools to effectively manage my crypto portfolio. I highly recommend this template to anyone looking for a hassle-free solution to organize and analyze their cryptocurrency investments.

  8. 5 out of 5

    Atlas Donovan

    It has exceeded my expectations in terms of functionality and ease of use. It has simplified my investment planning and tracking processes, saving me time and effort. I highly recommend this template to anyone seeking a reliable and efficient solution for managing their cryptocurrency investments.

  9. 5 out of 5

    Asher Sullivan

    It has simplified my investment tracking and planning processes, saving me time and providing valuable insights into my cryptocurrency portfolio. I highly recommend this template to anyone seeking an easy-to-use and comprehensive solution for managing their cryptocurrency investments.

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