Description

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.

Dashboard

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

As 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.

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