Crypto Portfolio + Gains Tracker

Holdings, average cost, unrealized P/L, allocation, and FIFO realized gains in one private sheet.

$17Buy now, $17

Instant download + email. Works in Google Sheets and Excel.

Secure checkout by StripeApple PayGoogle Pay

If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

  • Instant download + step-by-step setup guide
  • Works in Google Sheets and Excel
  • One-time price, no subscription
  • No bank login, nothing to connect
  • File won't open? We fix it or send a new copy

Read the setup guide before you buy

Who it's for

Individual holders who want a private record of cost basis and gains without connecting wallets or exchanges.

Why it helps

Track every coin in one private spreadsheet. No exchange login, no API keys, no wallet connection.

What it does

  • Transaction log (400 rows): Buy, Sell, Transfer between your own wallets, Fee
  • Holdings for up to 20 coins: quantity, invested, FIFO cost basis, average cost
  • Manual price entry that works anywhere, with optional live-price tips for Google Sheets and Excel 365
  • Market value, unrealized P/L ($ and %), allocation pie chart
  • FIFO realized gains split into short-term (365 days or less) and long-term, per sale and by year
  • DCA Planner for weekly, biweekly, or monthly buys at prices you assume
  • Checks that flag oversold or incomplete rows

What's included

One .xlsx workbook with 6 tabs: Start Here, Example (every FIFO lot worked out by hand), Holdings, Transactions, Gains, DCA Planner. Plus a step-by-step setup guide PDF. Works in Google Sheets and Excel (also LibreOffice Calc).

Includes English, Spanish and French versions.

Every tab, with sample data

Real screenshots of each tab in the file, recalculated from the included sample data.

Crypto Portfolio + Gains Tracker: Start Here tab
Start Here
Crypto Portfolio + Gains Tracker: Example tab
Example
Crypto Portfolio + Gains Tracker: Holdings tab
Holdings
Crypto Portfolio + Gains Tracker: Transactions tab
Transactions
Crypto Portfolio + Gains Tracker: Gains tab
Gains
Crypto Portfolio + Gains Tracker: DCA Planner tab
DCA Planner

Preview it

Real sample data from the workbook. Change a yellow cell and the totals recalculate.

Holdings tab (sample, FIFO cost basis)
Unrealized P/L
CoinHoldingCost basisPrice nowMarket valueUnrealized P/L
BTC0.01992293.47
ETH2.06757.5
SOL15.02252.25
Market value
Cost basis

Yellow cells are editable. Prices are typed by you; nothing connects to an exchange. Not tax advice.

10-second silent demo

What happens after you buy

  1. Pay with Stripe (card, Apple Pay or Google Pay).
  2. Download right away on your download page; the link is also emailed to you. Each file can be downloaded 3 times within 24 hours.
  3. Follow the setup guide: a step-by-step PDF is included, and the same steps are on the setup page. The AI guide in the corner can walk you through it one step at a time.

10 min

Set up in 10 minutes, or Ava walks you through it free

Ava the Fox, our AI setup guide, takes you one step at a time and can hand you to a person if you get stuck.

Please note. Informational tool only. Not financial, tax, or legal advice. Estimates come from the numbers you type. If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

Not tax advice. Not tax advice and not tax software. Gains are estimated with FIFO and a simple 365-day rule; your country's rules may differ (fees, transfers, staking, airdrops, required cost-basis method). Verify all figures with a qualified tax professional before filing.

FAQ

Can I file my taxes with this?

It is not tax software and not tax advice. It estimates gains to help you organize records; verify every figure with a qualified tax professional.

Does it connect to my exchange or wallet?

No. You enter transactions yourself. No API keys or wallet connections.

What do I get?

A download link right after checkout and by email, plus a step-by-step setup guide PDF. Spreadsheets are .xlsx: open in Excel, or upload to Google Drive and save as a Google Sheet.

Do I need a subscription or app?

No. One-time price. No macros, add-ons, or bank login.

Can I get a refund?

If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

Is this financial or tax advice?

No. It is an informational tool. Results are estimates from the numbers you enter.

$17Buy now, $17

Instant download + email. Works in Google Sheets and Excel.

Secure checkout by StripeApple PayGoogle Pay

If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

Bundle and save

Get the Crypto Bundle: Crypto Tracker, Crypto Tax & Cost-Basis and the AI Prompt Library for $39 instead of $53. Pairs well with the Crypto Tax & Cost-Basis Spreadsheet ($24). Crypto Portfolio + Gains Tracker is included in the Complete Money Toolkit: every spreadsheet plus the Notion hub and prompt library for $129 ($231 value).

Crypto Portfolio + Gains Tracker$17
Buy now, $17

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