Tl;dr: if you know your way around spreadhseets, fill this form to request access to the Gsheet, make a copy of it and move on. It’s filled with a bit of random data & fake trades just to make it work and give you a nice as-if-millionaire overview - which we obviously aren’t, we wouldn’t be spending our days filling spreadsheets it this was the case!
Crypto Dashboard: under the hood
Finding a reliable portfolio tracker is sort of a hard thing in the crypto jungle. Since 2017 I had tried betas or public versions of many providers, some with awesome UI, some with native connections to many exchanges, but I was never a fan: all of those I checked were missing some key features (to me), were not versatile enough to track every possible exchange, couldn’t give me enough details on every little detail I wished to know, couldn’t integrate staking rewards or airdrops and track them independently, or give me my average cost per dollar and per reference pair instantly, remember me the Tx ID to a precise past transaction, etc.
Secondly, I’m not a fan of linking all my APIs and trade history to a centralized company. Even some famous ones did have issues, bugs, or hacks. And finally, I was spending way too much time navigating through apps like these, liaising my data, and having tools everywhere to calculate percentages, ratios, risks, etc. Not productive at all. In a nutshell: sometimes nothing beats a good old spreadhseet \o/
Not your app, not your data?
Yes my solution here is somehow centralized too, but Google Sheet is the messenger, not the message. If for some reason Google would terminate its product, or even if every exchange I use would die today, I‘d still have my whole trades & transactions history stored locally, with backups, and could simply just move my data in any other spreadsheet system.
I tried to design this tool almost like an user friendly app, meaning with fancy interface (the coloured themes) and convenient features (converters, calculators, risk sizers, tailored queries), and with scalability in mind, meaning:
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long-lasting capacity to log thousands of lines of trades & transactions for years to come
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easy enough to modify it on-the-fly w/o touching the important logged data
This dashboard was primarily developed for my own use so it fits my own needs and it definitely became my main page for my everyday crypto activities. However, I’d be glad if it can help you too! As per my usual open-source personal philosophy, this tool has initially been shared with a few friends, then it became more complex over time and since some people don’t know much about spreadsheets, I’ve been asked to provide some guidance, hence this step-by-step guide to unveil the logic behind it : )
Alright, let’s dive in!
