/crypto-tracker-google-sheet

Free portfolio to manage your crypto currencies for Google Sheets. Track your transactions and measure profitability with real-time data

Primary LanguageJavaScript

crypto-tracker-google-sheet

Free Google Sheet to measure your crypto currencies performance. Track your transactions and measure profitability with real-time data coming from Coingecko

Features

  • automatic top500 coins support from Coingecko
  • ready to use Portfolio template
  • real-time market prices synchronized from Coingecko (robust communication to reduce effects of Coingecko's limitation with Google Cloud).
  • Discord Connector (via Webhook): Discord notifications and alerts.

Installation

get the template

Next Steps

Install triggers on your google sheet

  1. From File Menu, click on "Synchronize Crypto > create Triggers" to create an automatic synchronization with Coingecko API
  2. on First Run, you will be ask to allow access for the script. Once granted, do step1 again. Triggers:
  • Prices automation: synchronize every 5 minutes from Coingecko into db_coingecko
  • Discord Workflow: send a reporting notification to your Discord webhook everyday at 8AM
  • Data recording: store your global metrics every 6 hours in the sheet db_history

Add your first transaction

  1. From Settings sheet, select your currency code (e.g USD, CAD ... check Currency Code to find your code). Default is CAD but you can change the format of the cells to display properly. Format > More Formats - More Currencies"
  2. From Settings sheet, you can optionally edit the labels for types of operation and your technologies. You will find those options back when adding a new transaction into the sheet "Transactions (Tx)"
  3. From Transactions (Tx) sheet, remove the first example lines and add your first operation.
  4. If you track a new crypto code, write down ITS CODE in C cell, and ACCEPT the pop-up message to add the new crypto currency on the sheet "Market (Mk)"
  5. Use Settings to monitor your portfolio gains
Column Description Required
Coins Number of coins part of the Tx you are recording (e.g. buying 3,4564 coins) yes
Coin Value at Tx Price in your traditional currency for 1 coin only BUY / SELL / TRADE
Tx Value Transaction Value including fees (coins x unit price + fees) yes (automatic)
Fee fees paid for Tx yes

Optional

enable Discord notifications

  1. From "Settings" sheet, paste your discord webhook url in J2. where to find my webhook?
  2. Test the connection by clicking on "Cryptofolio > test Discord" to send a test notification to your server.
  3. enable alert.
  4. you will receive notification each day at 8AM. Click on "Cryptofolio > Send reporting" to manually trigger a notification.

Frequently Asked Questions

Q: How to manage TRADE Tx record?

R: use 2 TRADE rows to represent the transaction and get the correct balance when trading A for B: 1 row to decrement coins for A and 1 row to increment coins for B. Use a 3rd row CORRECTION to equalize Tx Value balance if needed

Q: What means "same" in Low/High 24h column?

R: "Same" is displayed when the variation High vs Low prices is jusdged too small to be meaningful (default % is < 3.5%).

Q: What means the KPI DELTA RATE?

R: This KPI measures how your portfolio performed in the last 24h compared to the top500 average trend.

Q: Why does Market sheet table have several missing values?

R: Be sure that you have followed step2 through to connect this google sheet to Coingecko.

Q: Why do Market sheet charts are displaying nothing?

R: your data is recorded every 6 hours in the hidden sheet "db_history". come back in a few hours.