This tool has more than 750M users…but only 0.1% know how to use it

Pros use this tool to track trades, boosting efficiency by 100x!

What Tool?

Microsoft Excel. Everyone knows this tool, but few know how to use it. \

First, we’ll look at how to create a basic Excel dashboard to track your portfolio.

2) Then, I’ll introduce a more advanced version of a dashboard.

Let’s dive in!

How to create your own Excel crypto tracker

We will start by exploring the easiest method before delving into a more detailed but slightly more challenging approach.

① Properly insert your tokens:

➬ Open or download Excel

➬ Enter the tokens from your portfolio in the format “TOKENUSD”

➬ Highlight the entered tokens

➬ Navigate to the Data section in Excel

➬ Click on “Stocks” data type

Yep, we’re dealing with crypto here, but you have to select “Stock”; it’s just how Excel works.

If you see a currency symbol, it means Excel recognizes the tokens you entered and will automatically display live token prices.

If you don’t see a currency symbol, that’s fine.

No need to worry.

You’ll simply have to manually enter all the price details in the future.

Provide some details for your portfolio:

➬ Include various sections

➬ For now, I’ll add: — “Coin” — “Amount” — “Price” — “Holdings” (calculated as Amount * Price)

You can also consider adding a “Date” column and other relevant sections.

Remember, customize this according to your personal choice.

Creating an actual Excel table:

➬ Highlight all your data

➬ Go to the “Insert” section

➬ Click on “Table”

➬ Press “Ok”

You can also select a special design for your table.

Adding more details to the portfolio:

When you start typing additional sections in Excel, the program should recognize them and assist you.

➬ I’ve decided to include: — “Current Price” — “Value” (Current Price * Amount) — “Gain / Loss” (Value — Holdings)

The 52-week high/low refers to the highest and lowest prices at which a token has traded within a one-year period.

This data is based on the security’s daily closing price.

Dashboard proper formatting

That’s pretty much it, but now you can try to experiment with various formatting.

➬ Make a title for your dashboard

➬ Make everything except the “Amount” section in currency format

➬ Try using different colors and symbols

➬ Go to “View” and unselect gridlines and formula bar

➬ You can also add a total portfolio value, which is basically a SUM function of all values

Conclusion

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