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[Binance Special] Crypto/NFT Investment Portfolio Tracker Template for Excel | Cryptocurrencies, NFTs, and more | Live Data & Calculations

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[Binance Special] Crypto/NFT Investment Portfolio Tracker Template for Excel | Cryptocurrencies, NFTs, and more | Live Data & Calculations

Hello,

This is a spreadsheet I made to easily keep track of my investments. I've decided to share it for free as a give back to the community.

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https://www.youtube.com/watch?v=gIlkqdGDb8s

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  1. Portfolio’s Currency is selected.
  2. History is inputted either with a CSV file or manually (Transactions, Trades, Dividends).
  3. Each investment’s information is specified (Asset Class, Region, Sector, etc.)
  4. All data are then calculated automatically based on the above information.

https://preview.redd.it/z2hd9uph7gw81.jpg?2700&format=pjpg&auto=webp&s=ef0b41b1bac9344d74290f4058e682600d68024e

https://preview.redd.it/fqrbvsph7gw81.jpg?2700&format=pjpg&auto=webp&s=6bb5854e7709547bbb049fb079adacabc7ecbd8f

https://preview.redd.it/jt5hmvph7gw81.jpg?2700&format=pjpg&auto=webp&s=3356704312ac47041932147e909736ab6788790e

https://preview.redd.it/m6ohtvph7gw81.jpg?2700&format=pjpg&auto=webp&s=5ab2f8dad746a68c74a9a27934c50d960539a5d2

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(w/Automatic calculation unless stated otherwise)

✦ Dashboard

✦ Portfolio

✦ Desired Portfolio (Manual Input)

✦ Pies

✦ Allocation

✦ Tickers Info (Manual Input)

✦ Crypto and NFT Portfolios

✦ Transactions/Trades/Dividends History (Manual Input)

✦ Returns

✦ Dividends

✦ Calculators

✦ Valuation

✦ Screener

✦ Annual Reports

✦ Watchlist (Manual Input)

✦ Customization and Info

✦ Guide

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- The workbook requires any version of Microsoft Excel excluding Google Sheets.

- If the following error pops up in Office 2019, this means your version is not supported. In that case, you need to downgrade to an older version of Office 2019.

https://i.imgur.com/WjC7i2M.jpeg

- If the following error pops up, just click "OK". It should disappear once you input your History.

https://i.imgur.com/8Q6NEeX.png

- The workbook supports up to 40 current holdings.

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https://dl.dropboxusercontent.com/s/wdmxjbuabgc8e9a/Crypto_Investment_Portfolio_Tracker.xlsb

submitted by /u/danaasa
[link] [comments]

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