How To Create A Crypto Portfolio Dashboard In Excel

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This step by step tutorial shows you how to create a crypto portfolio dashboard in Excel. First, we enter your crypto purchase history. Then, we get price data for a portfolio of cryptocurrencies like bitcoin and ethereum. Then we apply formatting to increase the dashboard aesthetic and finish with how easy it is to refresh the crypto portfolio dashboard with the latest data and add new crypto currencies.

⌚️Timestamps
0:00 Intro
0:30 Crypto tickers
1:04 Purchase history
1:38 Excel table
2:00 Crypto prices
3:30 Sparklines (this section contains an error)
3:52 Dashboard formatting
6:02 New tickers

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📚 Content that influenced this video:
[Video]
Leila Gharani, Get Latest Stock Data in Excel & Create Your Own Stock Portfolio
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This video is amazing.
I am bent on learning Excel so you've just given me another reason to be serious about it. Thank you and more power to those elbows.

ojinwayoonyeze
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You're an Excel genius. Thank you my man!

matthewganley
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Thank you so much for this vid! Stumbled on it while looking at something else but related! This was better than what I was looking into! I appreciate you! Keep up!

endan
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you make it so easy, that's so cool and thanks for that because there are other guys that make it so complicated, boring and too long

AA-spbw
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Excellent tutorial!! Thanks, you are the MAN!!

RFFigoli
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Thanks for your educational tutorial video. Only few crytpo assets recognise on this data sheet. how we add full crypto assets? thank again.

usamafaisal
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Hi! Awesome work, thank you for sharing with us. I have a question about what Excel supports. What if you want to track a coin like ADA. I tried, and Excel will not find it. How do you make something like that work?

Spoon
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Creating a dashboard to chart my ROI goals

Kamn_exe
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Best video ever ! 6:29 min of video straight to the point amazing bravo !

I have 3 questions :P :
1) Let's say I want to do one table per currency, I have 30 lines of BTCEUR and at the bottom I would like to create the total general of the entire BTC for example. How can I add a total lines at the bottom please ? (I mean the bottom but I still want to be able to add more line before the total line you know ?)

2) Also the CRO isn't found (CROEUR) ?

3) If I take my example 1) (I bought 20 times some BTC). But now (in march 2024) I have sold some BTC 2 times. How can I take that into account in this table, so that I can really check what I really have in the globality (and reality).
Thanks !

fravain
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That’s a beautiful dashboard, very clean and easy to read. How long is the trend line for? 52 wks?

benfithian
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Thank you for the video and instructions. Is there a way of tapping into an interface kind of like ODBC to get live data from the crypto exchanges corresponding to one of my Bitcoin wallets or do they only allow access via API keys which would exceed my skill level because I'm not a web developer.

Babu-qbev
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Hi Pete - is there a way to create a crypto portfolio tracker that is SECURE and private? I am concerned that MS has access to the data I input into the Excel table for crypto - thank so much! Great work!! Super appreciate it. :)

superpauleesworld
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Thanks Pete!! Now can you help me with crypto in general lol

beccanolan
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Amazing video BUT How i keep data if i did Another purchase of the same Coin ?

_NOVAEX_
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Very useful thanks - does excel still only have limited currencies or is it possible to add others e.g. SOL, DOT, DOGE etc.?

jbennett
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Currently, Excel supports the following cryptocurrencies.
Bitcoin (BTC)
Bitcoin Cash (BCH)
Litecoin (LTC)
Ripple (XRP)
Ethereum (ETH)

khaledabdulaziz
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Hey Pete can you help me design one of these for my crypto mining operation >?

kentarnett
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Great Vid. I am looking to do a live price feed from cmc. Is that possible?

dominicburrows
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What would you recommend me doing if I have multiple buys of the same currency at different prices. Would you be willing to make an additional video showing how to add a cost average sheet into this spreadsheet somehow rather than having a hundred different line items for the same currencys? Thank you so much

evanshields
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Data Type no longer accessible on Excel?

jordanting