How to Make Crypto Spreadsheets in Excel The Ultimate Guide WPS Office Blog
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how to make a crypto excel spreadsheet

With a paid license to Dune, Token Terminal and other data providers, you can pull all the data you need in one place without having to code. There are hundreds (if not thousands) of cryptocurrencies that are bought and sold every day. Microsoft has only paid to receive data for the handful of major cryptocurrencies traded around the world. If you are downloading this Excel Crypto Portfolio Tracker, you will need to update this URL with the coins that you have. Cryptosheets is used by a wide array of individuals and companies.

Custom Integrations

It is also compatible with a wide range of file formats, including .xls, .xlsx, .xlsm, .xlt, and .csv. If you’re looking to calculate gains and losses from individual trades, you can try using a free online Crypto Profit Calculator. While these tools are very easy to use, they can’t give you a comprehensive view of your crypto portfolio.

Automatic Refresh

It has all the features I need for my basic spreadsheet tasks, plus some advanced features, such as mail merge and macros. WPS Office is also lightweight and safe, making it a great choice for my computer. WPS Spreadsheet has all the features you need for basic spreadsheet tasks, plus some advanced features, such as mail merge and macros.

To get data using the API console in the side panel follow these steps…

It has never been easier to pull live streaming cryptocurrency prices into your spreadsheets. A crypto spreadsheet is a digital tool that helps you track and manage your cryptocurrency holdings. It allows you to input your transaction data and generate reports that provide insights into your portfolio performance, risk exposure, and tax liability. Advanced traders who want access to more API endpoints, historical prices and avoid getting rate limited, may consider subscribing to our Analyst API plan.

If you don’t want to create this tracker yourself, you will find a link below to download the file I have created. You will have to update the data request to include the coins you hold in your portfolio. In the video above you will learn how to create this Excel Cryptocurrency Portfolio tracker. This tracker is ideal for holders and hodlers and it will allow you to track all of your coin holdings in one place. With live pricing information collected from Coingecko API, this spreadsheet is easy to keep up to date. Finally, we’ll move on to how you can customize your stocks and crypto portfolio dashboard.

This article demonstrates how to build a basic streaming dashboard that you can use in Excel 365 for desktop PC, Excel online and Excel 265 for Mac OSX. Click here to make sure you meet the minimum Excel version requirements and click here to install the Cryptosheets add-in for Microsoft Excel. Ensure the toggle is set to ‘Basic’, copy and paste the first Request URL into the input field and select ‘OK’. You can view when the query was last updated by hovering on each query. This will need to be set up for each query individually, as there is no other way to adjust the settings globally.

A right panel will appear, click on the Refresh icon to refresh the corresponding query. Doing this can conserve the number of API calls made, especially if you are on the Public or lower-tiered API plan. As with most databases, you can choose to refresh the data manually or automatically. When expanding converted_last and converted_volume, uncheck ‘eth’ since this is already our base currency.

WPS Office is a lightweight office suite, making it a good choice for users who have less powerful computers or who need to use their office suite on multiple devices. This guide breaks down everything you need to know about cryptocurrency taxes, from the high level tax implications to the actual crypto tax forms you need to fill out. Jordan Bass is the Head of Tax Strategy at CoinLedger, a certified public accountant, and a tax attorney specializing in digital assets.

Copy the Request URL and follow the steps in the previous section to connect the endpoint to Excel’s Power Query Editor. Now you have a list of active cryptocurrencies on CoinGecko, with its respective coin id, symbol and names – this will come in handy for future API calls. Click on ‘Try it out’, set the ‘include_platform’ parameter to ‘false’ as this isn’t required for the purpose of this demo, and hit ‘Execute’. Additionally, we’ll cover how to refresh the data in your Excel workbook, address common errors and how you can overcome rate limits. Overall, I highly recommend WPS Office to anyone who is looking for a free and powerful spreadsheet application.

  1. You may also uncheck the box below that states ‘Use original column name as prefix’ so that columns will be cleanly labeled.
  2. Finally, we’ll move on to how you can customize your stocks and crypto portfolio dashboard.
  3. The first value is the timestamp in UNIX epoch format, and the second value is the total market cap on its corresponding day.
  4. WPS Spreadsheet has all the features you need for basic spreadsheet tasks, plus some advanced features, such as mail merge and macros.

Join 500,000 people instantly calculating their crypto taxes with CoinLedger. Let’s walk how do you calculate a payback period through a few ways that you can keep track of your gains and losses from crypto.

how to make a crypto excel spreadsheet

Depending on preference, you can expand this accordingly or keep it as is. Upon closing and loading the table, you’ll find the top 7 trending cryptocurrencies and its respective data in the spreadsheet. You can import a list of coin ids and symbols into Excel with the CoinGecko API /coins/list endpoint. This is a fundamental step as it serves as a navigational guide to reference coin ids, for future API calls that require ids to be specified in its parameter. I have been using WPS Office for a few years now and I have found it to be a great spreadsheet application.

After activating the Data tab, you should see a group of buttons called Data Types. If you do not see this, you are currently using an Excel version that does not have this capability. Select your cell with the ticker symbol and click the Stocks data type button. If your ticker is entered in properly (no spelling mistakes), you’ll notice a few changes to your cell value.

WPS Office includes all the features you need for basic office tasks, such as word processing, spreadsheets, presentations, and PDF support. Select ‘OK’ and the data will be expanded into various columns. Similar to previous steps, run the Request URL in Excel’s Power Query Editor. Convert the data into a table and expand the columns accordingly. Note to extract the values for the nested List in the ‘top_3_coins’ column, and splitting its columns thereafter. After expanding the columns in the main table, you will find that some columns (like market, converted_last and converted_volume etc.) may additionally contain nested data.

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