Crypto Portfolio Tracker & Tax Report

What Makes This Different

• Multi-wallet support — track holdings across CEXs, DEXs, hot wallets, cold wallets, and DeFi protocols in one place
• FIFO & average cost basis — switch between methods on the Settings sheet; realized gains calculated automatically
• Dedicated tax report — short-term vs long-term gains separated by tax year, ready for your accountant
• Staking & DeFi tracker — separate income tracking for staking rewards, DeFi yields, liquidity mining, and active positions
• Scenario modeling — model bear/base/bull case price projections with automatic portfolio value recalculation
• Performance analytics — monthly performance log with embedded charts and key metrics (ROI, annualized return, best/worst coin)
• 9 transaction types — buys, sells, swaps, staking rewards, airdrops, transfers, DeFi yields, mining rewards, and liquidity events
• Data validation dropdowns — for transaction types, exchanges/wallets, and assets to prevent entry errors
• Conditional formatting — green/red indicators for gains/losses across all financial sheets
• Settings page — customizable asset lists, exchange lists, cost basis method, tax year, and currency

What's Inside — 11 Sheets

• 📊 Dashboard — command center with 6 KPI cards, portfolio allocation table, and quick stats
• 📖 How to Use — step-by-step walkthrough of every sheet and workflow
• 📋 Transactions — main data entry sheet with 9 transaction types and dropdowns for 12+ exchanges
• 💼 Portfolio Summary — auto-calculated holdings, avg cost basis, market value, allocation %, and P&L per coin
• 💲 Current Prices — price tracker with 24h change monitoring and conditional formatting
• 💰 Tax Report — FIFO-based realized gains/losses by tax year, short vs long-term classification
• ⛏️ Staking & DeFi — income tracker for staking, DeFi yields, liquidity mining + active DeFi positions table
• 📈 Performance — monthly performance log with embedded bar chart and key performance metrics
• 🎯 Scenario Model — bear (-50%), base (+20%), bull (+100%) projections with portfolio value and risk metrics
• ⚙️ Settings — configurable dropdowns for 15 assets, 12 exchanges, cost basis method, and tax preferences
• 📝 Changelog — version history documenting all updates and features

Who It's For

Crypto investors and traders who hold assets across multiple wallets and exchanges, need accurate cost basis tracking for tax purposes, earn staking or DeFi income, and want a single professional tool to manage their entire crypto portfolio.

Technical Details

• Compatible with Excel, Google Sheets, LibreOffice
• XLSX format — no special software needed
• All formulas included — just enter your transaction data and prices
• Cross-sheet references for integrated workflow across all 11 sheets
• IFERROR wrappers on all formulas for clean error handling

Recent Updates

• v2.0 (Apr 2026): Complete overhaul — expanded from basic tracking to 11 integrated sheets with dashboard, scenario modeling, staking & DeFi tracker, performance analytics with charts, settings with custom dropdowns, changelog, instructions, conditional formatting, and 3x more automated calculations

Instant digital download • v2.0 • Updated April 2026