Most of you will have already installed or have prepared a personal portfolio tracker, so this post will be just me discovering hot water, but for those of you who are wondering how to create a simple but effective portfolio tracker, and who are not very familiar with formulas and excel environment, i'll explain briefly how to create in a simple and fast way a tool to help you monitoring your cripto portfolio using GOOGLE SHEETS
Lets take for example our favorite Ticker : BTC
- To have on your sheet the current BTC price simply input the formula :
- =GOOGLEFINANCE("btcusd")
To start you will need the number of unit you purchased and the sum you spent to buy.
- After you have the information above you can use formulas to calculate:
- Buy value – # of shares times average price per share
- Current Value – # of shares times current stock price
- Percent and Dollar amount of change up or down –
- Percent is current stock price/average price per share-100%
- Dollar is current value minus buy value
- However, if you put the totals at the bottom the formulas can get messed up if you accidently filter in your totals within the overall portfolio data. *TIP: put your totals at the top as a portfolio summary… That way you can filter the data below without messing with the totals.
to recap, to get the current stock price:
=GOOGLEFINANCE(“BTCUSD”)
To get today’s price change percentage of a stock:
=GOOGLEFINANCE(“BTCUSD“, “changepct”)/100)
You can also create your own line chart, if you like the visual. You’ll need an additional Google Sheets formula for that called sparkline:
=SPARKLINE(GOOGLEFINANCE(“BUTUSD”,”price”,TODAY()-365,TODAY(),”daily”),{“charttype”,”line”;”linewidth”,1;”color”,”#5f88cc”})
For Ethereum is "ETHUSD" , so far i could only find those two cripto working on google sheets, maybe in the future big G will also add few other crypto ticker to it's sheets.
For this reason I decided to simply use my old fashioned excel and import directly for the web a chart from any site (coinbase,investing, ecc...) which will automatically synchronize every X minute I've set .
Is a little more tricky but it works just fine for me.