Extra features provided by all-in-one portfolio tracker (i.e., related news or price change alerts) might be also beneficial. The job of a decent portfolio tracker will be to reduce the need to log into every crypto wallet and provide a summary in one place.

When you buy multiple cryptos with a view of investing, you have to log into one or more crypto wallets to check latest exchange rates (price valuation). And like how fiat currencies are stored in bank account(s), cryptocurrencies are stored in crypto wallets (i.e., Coinbase Wallet, Atomic Wallet, etc.) or crypto exchange accounts. Exchange rates for digital-digital and digital-fiat currency pairs are continuously updated across cryptocurrency exchanges (i.e., Coinbase, Binance, etc.).

If you wish to give it a go, find our Google Sheets Portfolio Tracker blog here.įrom a value tracking perspective, cryptos (digital currencies) are similar to traditional currencies ( fiat currencies). So, spreadsheets COULD be used to track your investments, however personally I think it’s more of a DYI solution that will require a lot of time maintaining it. Other portfolio tracking features need to be created in spreadsheet by hand.Actual pricing data is available online, but it cannot auto sync with Excel for offline usage.Adding cryptos and commodities requires scripting.Offline access allowed within Google Sheets mobile app.Free access to large set of stocks, mutual funds and ETFs powered by Google Finance.Any other features you’d like to apply to your investment portfolio (i.e., historic performance graphs, summary by investment types, recent value changes, drill downs, comparisons, currency conversions, etc.) would need to be created manually. Alternatively, you would need to export actual Google Sheets’ online values to Excel.Īt the moment, to load market values for cryptocurrencies and commodities with Google Sheets you would need manual workarounds that involve attaching third party (i.e., Yahoo Finance) data using Google App Script.

To parse financial data in Excel directly, you could use Microsoft Excel’s Stock Data Type integration. So, when you sync your Excel file edited on GoogleSheets from Google Drive, your local Excel file will show “#NAME” value (indicating an unknown GOOGLEFINANCE function for Microsoft). The GOOGLEFINANCE function is not supported in Excel directly. Note that this data is shown only using Google Sheets online. Google Finance provides data on various currency pair exchange rates, stocks, ETFs and mutual funds across number of exchanges supported by Google.

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