This is a fork of the original Crypto portfolio tracker for Google Sheets work of TechupBusiness. Any and all changes are hereby aligned to the same license conditions.

CryptoBooks

This is a hobby project for tracking crypto investments built on top of an older sheet I found available under GPL and decided to update. Use it at your own risk. You are solely responsible for the accuracy of your finances.

A code of conduct has been provided for the purpose of this fork, please read it before raising ANY issues of ANY kind.

Google Sheet

CryptoBooks Google Sheet v.2.0 is a demo Google Sheet that deploys this code.

In order to get started, make a copy of it in your Drive and read the Medium article of the original developer.

Please do keep in mind at this point there are a lot of differences between this version and the article one.

Screenshots

Dashboard

This workbook shows a general outlook on your portfolio with a variety of graphs.

Coins

The Coins workbook provides an individual asset outlook.

Trades

The Trades workbook is where each individual trade is tracked.

Wallet

Wallet workbooks can be many and can optionally contribute to Coins workbook.

Flux

Idea utility for traders and singers to track individual investments flip by flip.

• It provides hourly or daily monitoring for a coin with Overall investment and Current flip stats so you will never lose track of your current and past profits.

• It also displays the data in nice graphs and provides a printout of all trades associated with the coin. Flux cannot display Wallet trades.

Deposits.

Deposits workbook shows all deposits in trades and selected wallets for accounting purposes.

HODL

This workbook shows all purchases in trades and selected wallets and tracks their current and ATH value, P/L and gains.

Change list

• Version 1.1

  • Refactored the code a bit.
  • Added more logging (some disabled).
  • Fixed buggy calculations.
  • Added additional data type validations.
  • Anything else I forgot.
  • Fixed float leftovers for liquidated coins.

• Version 1.2

  • Removed Profit sheet and loops.
  • Added profit details to Dashboard.
  • Added new graphs to Dashboard sheet.
  • Disabled API calls without a key.
  • Changed the recommended ordering A-Z for mathematical sense
  • Improved defaults.

• Version 2.0

  • Replaced API with CoinGecko free API.
  • API's only used to pull FIAT and coin values.
  • Removed exchanges feature due to poor performance.
  • 98% complete rewrite.
  • Dynamic sheets formula used for all stats.
  • Corrected all calculations.
  • Added formula for FIAT exchange rates.
  • Added daily flux for given asset.
  • Made trades have equality between buy adn sell fiat value.
  • Added Settings for FIAT currency and stable coins.
  • Fixed fiat values.

• Version 2.1

  • Added CryptoCompare API for FIAT rates.
  • Fixed flux and stable coins fiat values.
  • Added flux interval choice between daily and hourly.
  • Added flux volume.
  • Made Flux multi-sheet by using active sheet.
  • Improved Flux update error messages.
  • Use secondary API (key contingent) if first fails for Coins update.
  • Made room for new ATH percentage bar indicator in Coins column L.

• Version 2.2

  • Fixed ATH not updating when using CryptoCompare API.
  • Made flux fall-back to CryptoCompare API if CoinGecko API request failed.
  • Update ATH every time it's lower than 24h high.
  • Updated sheet formulas.
  • Added error returning to UI.
  • Limit error return to a single API.
  • Fixed CryptoCompare add fiat values
  • Removed successful update dialog.
  • Added free money columns for Interest, Referrals and Airdrops in Coins.

• Version 2.3

  • Added Wallet tracking for staking wallets.
  • Added Wallet tracking for staked and un-staked amounts.
  • Upgraded wallet to be multi currency.
  • Upgraded wallet with FIAT values and added tracking of Wallet coins into Coins workbook.
  • Added Profit/Loss column to wallet workbooks.
  • Fixed Airdrop and Interest for wallets display in Coins.
  • Made Dashboard Fees graph show wallet fees as well.
  • Minor content updates.

• Version 2.4

  • Updated Flux to display both Overall (Invested, Average & Profit/Loss) and just from Last liquidation. This should aid you in retaining past profits by keeping track of your current investment run.
  • Updated Flux graphs.

• Version 2.5

  • Added Sparkline to Coins workbook with separate update menu option.
  • Made Sparkline color red/green depending on period trend.
  • Added Loss field to Wallets.
  • Aligned trade types between Trades and Wallets.
  • Added Referral and Mining details from wallets to Coins workbook free section.
  • Added 24 hour Profit/Loss in Coins workbook.
  • Integrated deposits, gains and withdrawals from wallets into Dashboard.

• Version 2.6

  • Updated Flux to support 5 wallets and added Deposits and HODL workbooks with support for 5 wallets. (Update by copying workbooks)
  • Upgraded HODL workbook to show prices at ATH, P/L, Gains and Sparkline.
  • Upgraded Flux, Deposits, HODL and Settings workbooks.
  • Added Transaction ID column to Trades and wallet Trades.
  • Updated Dashboard stats and Coins formulas.

• Version 2.7

  • Added Backup and Restore functionality. (Update by copying everything)
  • Added menu options for creating New Wallet and Flux workbooks.
  • Added Staking workbook that shows staked/available/total for each staked coin.
  • Added Free workbook that shows value over time of free coins like Airdrop, Interest, Gift, Referral, Mining.
  • Added staking details section to Coins.
  • Fixed Export/Restore of Free and HODL workbooks.

• Version 2.8

  • Added support for LP token pairs from Terra blockchain and other improvements.

Roadmap

• Import/Update wallet trades for Terra and Cosmos blockchains and perhaps others in the future.
• Taxes workbook that will calculate taxes owed for each financial year.