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Cryptocurrency Trading Dashboard Excel Template

Master crypto trading with comprehensive portfolio tracking, DeFi yield optimization, staking rewards calculation, and multi-exchange management in one powerful dashboard.


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Navigate the Crypto Revolution with Confidence

Cryptocurrency trading demands precision, speed, and comprehensive tracking across multiple exchanges, wallets, and DeFi protocols. Our Cryptocurrency Trading Dashboard consolidates your entire crypto ecosystem into one powerful Excel template, helping you maximize gains while managing the unique risks of digital assets.

From Bitcoin and Ethereum to altcoins and DeFi tokens, track real-time portfolio performance, calculate staking rewards, monitor yield farming opportunities, and analyze market correlations. Built for the 24/7 crypto market, this dashboard helps you make informed decisions whether you're HODLing, day trading, or optimizing DeFi strategies.

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Comprehensive Crypto Portfolio Management

Multi-Exchange Portfolio Tracking

Aggregate holdings across Binance, Coinbase, Kraken, and other major exchanges. Track balances, average cost basis, and unrealized gains/losses in real-time. The dashboard automatically converts between different base currencies and handles complex trading pairs.

DeFi Yield Optimization

Monitor yield farming opportunities across protocols like Uniswap, Aave, and Compound. Calculate APY, impermanent loss, and liquidity pool performance. Track governance token rewards and optimize your DeFi strategy for maximum returns.

Staking Rewards Calculator

Calculate staking rewards for Ethereum 2.0, Cardano, Solana, and other proof-of-stake networks. Track validator performance, compound interest effects, and compare staking yields across different protocols and timeframes.

Volatility & Risk Analysis

Analyze portfolio volatility, correlation between crypto assets, and risk-adjusted returns. The template includes Value at Risk calculations specific to crypto markets, helping you size positions appropriately for the extreme volatility.

Advanced Crypto Trading Analytics

Technical Analysis Dashboard

Apply technical indicators to crypto price data including RSI, MACD, and Bollinger Bands. The template adapts traditional indicators for crypto's unique characteristics, including 24/7 trading and extreme volatility patterns.

Tax Optimization Tools

Track cost basis using FIFO, LIFO, or specific identification methods. Calculate capital gains/losses for tax reporting, including complex scenarios like crypto-to-crypto trades, hard forks, and airdrops.

Market Sentiment Analysis

Monitor Fear & Greed Index, social media sentiment, and on-chain metrics like active addresses and transaction volumes. Correlate sentiment data with price movements to identify potential market turning points.

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Frequently Asked Questions

How many cryptocurrencies can I track?

The template supports unlimited cryptocurrencies and tokens. It includes pre-loaded data for top 100 coins and can be expanded to track any ERC-20 token, altcoin, or DeFi token across multiple blockchains.

Does it integrate with crypto exchanges?

Yes, the template includes instructions for importing data from major exchanges via API or CSV export. It supports Binance, Coinbase Pro, Kraken, Bitfinex, and can be adapted for any exchange that provides transaction history.

Can I track DeFi and yield farming?

Absolutely. The template includes specialized sections for DeFi protocols, liquidity pools, yield farming positions, and governance token rewards. It calculates impermanent loss, APY, and tracks your positions across multiple protocols.

How does it handle staking rewards?

The template calculates staking rewards for major proof-of-stake networks including Ethereum 2.0, Cardano, Solana, and others. It tracks validator performance, compound returns, and compares yields across different staking options.

Does it support tax reporting?

Yes, the template includes comprehensive tax tools with cost basis tracking, capital gains calculations, and support for complex crypto transactions including airdrops, forks, and DeFi activities. It generates reports compatible with major tax software.

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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Master Cryptocurrency Trading

Take control of your crypto portfolio with professional-grade tracking, analysis, and optimization tools.

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