Track your cryptocurrency portfolio and plan your take profit exit strategy in Excel



Download the workbook here

Learn how to use and update the Cryptocurrency take profits cashout/exit strategy sheet with Simon from Crptorats

This workbook combines an average dollar cost cryptocurrency portfolio tracker with an exit strategy / take profits worksheet. It is free to download with the link above.


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In this video, you will learn how to enter purchase transactions for all your cryptocurrencies, how and where to enter fiat investments/withdrawals, how to navigate the dashboard, and to view actions needed. You will also learn how to enter coins or tokens that don’t automatically pull in the price initially and you will learn how to refresh the workbook so the prices and actions are always up to date.

A simple refresh on the Excel Cryptocurrency tracker and exit strategy workbook will calculate your average dollar cost from your purchases, update the dashboard and actions you need to take.

In the second video, you will learn how to enter data into the cash-out strategy sheet. The importance of this is to make sure you don’t make emotional sells, instead, you plan and then carry out the plan. This will help protect your investment and any profits you might make. Simon created this cash-out strategy sheet, so I will pass it over to Simon to show you how to use it.

We are Brave certified and will accept tips for this workbook, it is however free of charge to download, with no obligations.

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28 thoughts on “Track your cryptocurrency portfolio and plan your take profit exit strategy in Excel

  • April 5, 2022 at 5:02 pm
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    ****Important note************* this workbook does not work in Excel for Mac.

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  • April 5, 2022 at 5:02 pm
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    Which Version of excel it support ?

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  • April 5, 2022 at 5:02 pm
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    Paula & Simon, you are AWESOME! Thank you for this spreadsheet, I've been trying to create my own for years and here you have it, well programmed, well thought and fully functional! THANKS A MILLION TIMES!

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  • April 5, 2022 at 5:02 pm
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    Hi, I would like to change the currency to £GBP instead of $. Whenever I click the "view replies" below which may be helpful, nothing shows? Can anybody tell how to change the currency please?

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  • April 5, 2022 at 5:02 pm
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    Excelent!!! thank U so much

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  • April 5, 2022 at 5:02 pm
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    Hi Paula! Correct me if I'm wrong but there is something wrong with the selling points. Let's say I buy 10 BTC and sell 20%, I would have to sell 2 BTC, but if I buy 10 more, my first selling point is now 4 BTC instead of 2. Is it normal? Is there a way to search for purchase date and not add what I bought after my first selling point? Thanks

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  • April 5, 2022 at 5:02 pm
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    when i double click to get dollars per coin it stays blank ?

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  • April 5, 2022 at 5:02 pm
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    Thank you so much for this!! When I click to Refresh Data I get “Query 'Rurl' (step 'Renamed Columns') is accessing data sources that have privacy levels which cannot be used together. Please rebuild this data combination.”

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  • April 5, 2022 at 5:02 pm
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    Hi Paula, thanks for creating the crypto spreadsheet it’s help to tack and plan my trades. Could you please add a column to indicate the exchange the crypto was purchase.
    I’m also looking for a spreadsheet to track my entry points ie when BTC Hit $32k buy 10% of allocations when it hit $28k purchase 90% ..

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  • April 5, 2022 at 5:02 pm
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    Is there a way to convert this to work in CAD?

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  • April 5, 2022 at 5:02 pm
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    Hi Paula Your work is amazing never seen before love from me and hope more success for you:)

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  • April 5, 2022 at 5:02 pm
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    I am here from future learn 🙂

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  • April 5, 2022 at 5:02 pm
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    Hi Paula. Any chance you can add NFT's to this dashboard? Thanks!!

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  • April 5, 2022 at 5:02 pm
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    Hello Paula, This Tool and the Video seems simple enough.
    My problem is that i cant get the "Refresh All" to work!
    I get this message: Query "Ruri' (Step "renamed Columns") is accessing data columns that have privacy levels that cannot be used together, etc.
    Can you point me in the right direction?
    Much appreciated

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  • April 5, 2022 at 5:02 pm
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    Keep getting this error when I do Refresh all: Query 'Rurl' (step 'Rename Columns' is accessing data source that have privacy levels which cannot be used together. Please rebuild the data combination. Also on the ticker I can only see two of the coins I entered from my transaction list.

    Barry

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  • April 5, 2022 at 5:02 pm
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    Dear Paula. Thank you for this amazing tool! Let me ask for your kind help. After hit "refresh" the following message pops up: /The "Rurl" query ("Renamed columns" step) accesses data sources whose privacy levels cannot be used together. Re-create the data combination/ Could you please advise how to solve this? Thank you!

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  • April 5, 2022 at 5:02 pm
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    Will this work for SHIB Calculation?

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  • April 5, 2022 at 5:02 pm
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    Hi Paula! Thanks for the great sheet! How to use it with EUR as currency.. i tried to copy BTC copy in EUR but it keeps on displaying usd. You have an idea how to solve this?

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  • April 5, 2022 at 5:02 pm
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    Hi Paula, many thanks for sharing your brilliant work with us all here!

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  • April 5, 2022 at 5:02 pm
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    Hi, I love the sheet and I've got a question. Is there a possibility to use Euro as a currency in stead of Dollar? I'm not handy with api's etc.

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  • April 5, 2022 at 5:02 pm
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    Hello Paula, I watche your previous video, pity about the background hum. I have been working on a draft spreadsheet, it includes features you do not have, I can send a copy but need an address.

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  • April 5, 2022 at 5:02 pm
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    The coins entered were not getting reflected. Checked calculations sheet the coins with other values are hard coded/manually entered there. Can you share the formula used to pickup the coins or can you check this issue?

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  • April 5, 2022 at 5:02 pm
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    Hello, it's a great tool, thanks. I have problem with refreshing data – especially private levels, what to choose? I see this "the element "Rurl" is trying to get access to source data on private levels" How to fix it? Thanks for reply.

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  • April 5, 2022 at 5:02 pm
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    Hello Paula, Just discovered an error in the calculation of the acquisition cost. When entering a value in line 29 "Total Cost" it skews the AC by more than $3k

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  • April 5, 2022 at 5:02 pm
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    Hi, how do you extend the width of the columns? I have coins such as SHIB and SAITAMA, which have a lot of zeros. The fact that the current price for these coins has so many zeros, I am unable to see the details of important columns on the Exist Strategy section such as: Tokens Sold, Tokens Over, Profit, etc. PLEASE HELP!!

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  • April 5, 2022 at 5:02 pm
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    Looks amazing however my excel is 2004 so it looks like I cannot use it?

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  • April 5, 2022 at 5:02 pm
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    having trouble refreshing the top 250 cryptos through coin gecko? any help would be appreciated!

    Reply

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