| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | |
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2 | You are in read-only: Make a copy from the File menu to your personal Drive to Get Started. | How does it look? | ||||||||||||||||
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5 | Hi & Welcome to Cryptofolio | V.1.0.5 | ||||||||||||||||
6 | Ressources: | |||||||||||||||||
7 | Import sheet: | https://docs.google.com/spreadsheets/d/12O0td_IZSjrZTCnVupI2gyR-eYX7yuB6cdSplKHF8nU | ||||||||||||||||
8 | Github repository: | https://github.com/Bongzy13/crypto-tracker-google-sheet | ||||||||||||||||
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11 | Only if this spreadsheet helped you, you can contribute back: | |||||||||||||||||
12 | TIP ME whatever you think is right... this is always much appreciated! | |||||||||||||||||
13 | #REF! | |||||||||||||||||
14 | 0x39Fa4004857aA68De8B66c51593aA2667dca0D1d | |||||||||||||||||
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16 | AND/OR | |||||||||||||||||
17 | SHARE THIS FILE with your network | |||||||||||||||||
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20 | STEP1: Quick Start | |||||||||||||||||
21 | 1.1. From "Settings" sheet, select your currency code (e.g USD, CAD ... check https://en.wikipedia.org/wiki/ISO_4217 to find your code). Default is CAD. When changing currency, refresh market price data (Cryptofolio > Refresh Crypto Prices). Please note that there historical data located in db_history sheet won't be converted | |||||||||||||||||
22 | 1.2. From "Settings" sheet, you can optionally edit the labels for types of operation and your technologies. You will find those options back when adding a new transaction into the sheet "Transactions (Tx)"\ | |||||||||||||||||
23 | 1.3. From "Transactions (Tx)" sheet, remove the first example lines and add your first operation. More info on below (Quick start: record a new transaction) | |||||||||||||||||
24 | 1.5. Use "Market (Mk)" to monitor your portfolio gains | |||||||||||||||||
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26 | STEP2: Enable market prices synchronization* | |||||||||||||||||
27 | 2.1. From File Menu, click on "Cryptofolio > Create Triggers" | |||||||||||||||||
28 | 2.2. you will be ask to allow access for the script. Once granted, do step 2.1 again. | |||||||||||||||||
29 | 2.3. Prices will updates every 5 minutes from Coingecko API. To manually refresh prices, click on "Cryptofolio > Refresh Crypto Prices" (after changing display currency for example) | |||||||||||||||||
30 | * synchronization uses Coingecko API. Please note that the API has a known issue related to quotas with Google Cloud that can generate some lag in the update. Please check LAST UPDATED in "Market (MK)" and launch a manual synchronization if needed. | |||||||||||||||||
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32 | #REF! | USING Discord? You might want to receive portfolio alerts | ||||||||||||||||
33 | 1. From "Settings" sheet, paste your discord webhook url. | |||||||||||||||||
34 | 2. Test the connection by clicking on "Cryptofolio > test Discord" to send a test notification to your server. | |||||||||||||||||
35 | 3. enable alert. | |||||||||||||||||
36 | 4. you will receive notification each day at 8AM. Click on "Cryptofolio > Send reporting" to manually trigger a notification. | |||||||||||||||||
37 | ||||||||||||||||||
38 | how-to: Record a new Transaction | |||||||||||||||||
39 | If you track a new crypto code, write down ITS CODE in C cell, and ACCEPT the pop-up message to add the new crypto currency on the sheet "Market (Mk)" | |||||||||||||||||
40 | Column | Description | Required | |||||||||||||||
41 | Coins | Number of coins part of the Tx you are recording (e.g. buying 3,4564 coins) | yes | |||||||||||||||
42 | Coin Value at Tx | Price in your traditional currency for 1 coin | only BUY / SELL / TRADE | |||||||||||||||
43 | Tx Value | Transaction Value including fees (coins x unit price + fees) | yes (automatic) | |||||||||||||||
44 | Fee | fees paid for Tx | yes | |||||||||||||||
45 | ||||||||||||||||||
46 | Frequently Asked Questions | |||||||||||||||||
47 | Q: How to manage TRADE Tx record? | |||||||||||||||||
48 | R: use 2 TRADE rows to represent the transaction and get the correct balance when trading A for B: 1 row to decrement coins for A and 1 row to increment coins for B. Use a 3rd row CORRECTION to equalize Tx Value balance if needed | |||||||||||||||||
49 | Q: What means "same" in Low/High 24h column? | |||||||||||||||||
50 | R: "Same" is displayed when the variation High vs Low prices is jusdged too small to be meaningful (default % is < 3.5%). | |||||||||||||||||
51 | Q: What means the KPI DELTA RATE? | |||||||||||||||||
52 | R: This KPI measures how your portfolio performed in the last 24h compared to the top500 average trend. | |||||||||||||||||
53 | Q: Why does Market sheet table have several missing values? | |||||||||||||||||
54 | R: Be sure that you have followed step2 through to connect this google sheet to Coingecko. | |||||||||||||||||
55 | Q: Why do Market sheet charts are displaying nothing? | |||||||||||||||||
56 | R: your data is recorded every 6 hours in the hidden sheet "db_history". come back in a few hours. | |||||||||||||||||
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59 | Changelist | |||||||||||||||||
60 | 1.0.0 | add an optimization on coingecko workflow to improve price synchronization. | ||||||||||||||||
61 | 1.0.1 | add a KPI Market delta to measure portfolio performance vs Top500 | ||||||||||||||||
62 | 1.0.2 | fixing adding a new cryptocurrency and optimizing price synchronization | ||||||||||||||||
63 | 1.0.3 | improving adding of new cryptocurrency and general ux | ||||||||||||||||
64 | 1.0.4 | adding automatic monetary display format when changing currency | ||||||||||||||||
65 | 1.0.5 | adding a staticschema to fix coingecko api response disparities | ||||||||||||||||
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