Crypto Portfolio Tracker

Crypto Portfolio Tracker

A beginner-friendly Excel template built to help crypto holders log purchases, monitor portfolio value, and prepare for tax season — all without needing prior crypto or finance experience.

Software Requirements:

Digital Count For You™ spreadsheets are delivered in Microsoft Excel (.xlsx) format and are designed for ease of use. If you don't have Microsoft Excel, you can still open and use most products with free applications like Google Sheets, Excel for the web, LibreOffice Calc, or WPS Office. Compatibility with certain advanced features may vary by application.

Note: This is a digital download. No physical product will be shipped.

What's inside:

• 📋 Purchase Log — A running record of every coin bought: name, symbol, quantity, price per coin, date, and where it was purchased (exchange or wallet). Total cost calculates automatically.
• 📊 Portfolio Summary — A live view of current holdings — coin, quantity, and average buy price — with an editable current-price field that auto-calculates current value and gain/loss.
• 💰 Tax Summary — A record for completed sales: coin sold, quantity, original cost, and sale price, with gain/loss calculated automatically. Includes a reminder to consult a tax professional before filing.
• 📖 Crypto Glossary — Plain-English definitions for crypto terms, aimed at newcomers.

Built-in guidance:

• Color-coded system — blue text for manual entry, light blue for auto-calculated cells, yellow for current market price updates.
• Beginner tips — covers buying fractional coins, logging every purchase (even small ones) for accurate records, updating prices regularly, wallet/key security, and a reminder that selling crypto is a taxable event in the US.

Created by Digital Count For You™ — Practical financial tools designed to help you stay organized, make informed decisions, and take control of your financial future.

"Built by an accountant. Designed for real life."

⚠️Disclaimer:

This template was created to help you organize and track your financial information — it is intended for informational and organizational purposes only. It does not constitute tax, legal, financial, or accounting advice, and using it does not create a client relationship with the creator.

All calculations are based on the formulas built into this sheet and the information you enter. While every effort has been made to ensure accuracy, this template does not guarantee correct results, and it is your responsibility to review all figures before relying on them for tax filing, business decisions, or financial reporting. Tax laws, deduction rules, and reporting requirements change frequently and vary by individual circumstance. Always consult a licensed CPA, enrolled agent, tax professional, or financial advisor before filing your taxes or making financial decisions based on this template.

By using this product, you agree that the creator is not liable for any errors, omissions, missed deductions, tax penalties, or financial outcomes resulting from its use.

Digital Count For You | A Digital Count for You Financial Services brand |  2026