Review criteria
- +Holdings, cost basis, and current value per coin
- +Allocation and unrealized gain/loss math
- +Works in Google Sheets and Excel
- +Manual price update fields you control
Crypto Portfolio Tracker in Crypto Investor
The Crypto Portfolio Tracker is a copy-ready spreadsheet for crypto investor that tracks coins, quantity, cost basis, value, allocation. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: October 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
Try it before you download
Live preview of “Crypto Portfolio Tracker”
Change any white cell; grey cells recalculate the way they will in Excel or Google Sheets. Nothing you type leaves this page.
Loading preview…
you type calculated needs attention getting close
Get this template
What’s inside “Crypto Portfolio Tracker”
Tabs: How to use · Holdings · PortfolioFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 12
Columns (grey = calculated for you)
- Asset
- Ticker
- Wallet / exchange
- Quantity
- Cost basis (total)
- Current price
- Price updated
- Current value
- Gain / loss
- Gain / loss %
- Allocation
- Average cost
- Open the Holdings tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Record holdings and cost basis from your exchange and wallet records; type current prices yourself (they are example values here).
- This is record-keeping, not investment or tax advice. Crypto disposals are usually taxable; keep transaction-level records for your tax preparer.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Crypto Portfolio Tracker
About this template
It is built for people who want results without another subscription: investors tracking a handful of coins themselves. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Crypto Portfolio Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Investors tracking a handful of coins themselves
- +Anyone who wants their own records, not an app
Pause before choosing when
- -Live exchange API price sync
- -Anyone wanting automated DeFi position tracking
About Crypto Investor
Why people consider this option
- +Track holdings and cost basis without paying for a portfolio app
- +Keep your own tax-lot records across wallets and exchanges
- +Own your data instead of trusting a third-party tracker
What to review before acting
- -No live price sync or exchange API without a tool
- -Many wallets and DeFi positions eventually need software
Trust FAQ
Questions people ask before copying a template
Does the Crypto Portfolio Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Crypto Portfolio Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Crypto Portfolio Tracker track?
It tracks coins, quantity, cost basis, value, allocation. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.