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Crypto Portfolio Manager Excel Template

Manage crypto portfolios with comprehensive multi-chain analysis, DeFi position tracking, and NFT valuation tools for cryptocurrency investors and portfolio managers.


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Master Crypto Portfolio Management with Multi-Chain Analytics

Crypto portfolio management requires sophisticated multi-chain analysis, DeFi position tracking, and comprehensive NFT valuation capabilities. Our Crypto Portfolio Manager template provides comprehensive tools to track crypto assets, analyze DeFi positions, and manage complex cryptocurrency portfolios with institutional-quality frameworks for crypto investors and portfolio managers.

From multi-chain tracking to NFT valuations, optimize crypto investments. Built for crypto investors, portfolio managers, and institutional traders, this template helps you manage crypto portfolios, track DeFi positions, and analyze cryptocurrency performance.

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Comprehensive Multi-Chain Analysis Framework

Cross-Chain Portfolio Tracking

Track portfolios across chains with unified asset tracking, cross-chain position analysis, and consolidated portfolio views. Manage complex multi-chain investments efficiently.

Asset Allocation & Diversification

Analyze asset allocation with sector diversification, chain allocation, and risk distribution. Optimize portfolio diversification and reduce concentration risk.

Performance Attribution

Analyze performance attribution with asset contribution, chain performance, and sector analysis. Understand portfolio drivers and optimize investment strategies.

Risk Management & Correlation

Manage portfolio risks with correlation analysis, volatility tracking, and risk metrics. Optimize risk-adjusted returns and portfolio stability.

DeFi Position Tracking & NFT Valuations

DeFi Position Management

Track DeFi positions with liquidity pool monitoring, yield farming analysis, and protocol exposure tracking. Manage complex DeFi strategies and optimize yields.

NFT Portfolio Valuation

Value NFT portfolios with floor price tracking, rarity analysis, and collection performance metrics. Optimize NFT investments and portfolio allocation.

Staking & Rewards Tracking

Track staking positions with reward calculations, validator performance, and staking optimization. Maximize staking returns and manage validator risks.

Tax Reporting & Compliance

Generate tax reports with transaction history, cost basis tracking, and compliance documentation. Simplify tax reporting and ensure regulatory compliance.

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Frequently Asked Questions

How does it track cross-chain portfolios?

The template tracks portfolios across chains with unified asset tracking, cross-chain position analysis, and consolidated portfolio views. It manages complex multi-chain investments efficiently.

Can it analyze DeFi positions?

Yes, the template tracks DeFi positions with liquidity pool monitoring, yield farming analysis, and protocol exposure tracking. It manages complex DeFi strategies and optimizes yields.

How does it value NFT portfolios?

The template values NFT portfolios with floor price tracking, rarity analysis, and collection performance metrics. It optimizes NFT investments and portfolio allocation.

Does it include tax reporting?

The template generates tax reports with transaction history, cost basis tracking, and compliance documentation. It simplifies tax reporting and ensures regulatory compliance.

How does it manage portfolio risks?

The template manages portfolio risks with correlation analysis, volatility tracking, and risk metrics. It optimizes risk-adjusted returns and portfolio stability.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Professional crypto portfolio management tools to track multi-chain assets, analyze DeFi positions, and manage cryptocurrency investments with comprehensive frameworks.

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