Custom-made portfolio for my needs

I would love to share with you my custom-made portfolio, based on my needs.

The template for this portfolio was given to me by a friend, but the modifications made so far are specially made for me.

Unfortunately, i couldn't find a portfolio that meets my needs so far and this is the main reason i am using a custom-made portfolio.

The main features I love about this portfolio are:

• Showing the total owned of each cryptocurrency
• Showing how much FIAT invested for each cryptocurrency, and how much total
• The average bought price for each cryptocurrency
• The total worth of each cryptocurrency in FIAT
• Profits in FIAT
• Percentage of profit 
• Percentage of the portfolio for each cryptocurrency
• The remaining percentage to hit my target for each cryptocurrency (percentage of my portfolio)
• The remaining FIAT price to invest in order to hit my target for that cryptocurrency
• Record all my purchases 
• Record all stake rewards and fees
• Adjust prices based on my mistakes (lost money) and include my profits taken as well

The above are just some of the features I love to keep track of in order to have a good idea of what is happening to my portfolio precisely every day.

The main screen looks like this:

And this is what a close look looks like:

In the above example, you can find almost all of the results from the information we already input in the other sheets. 

The purchases sheet looks like this :

It shows the date of purchase, the price bought, and the quantity. it also calculates the fiat spend

Here it is how staked & fees sheet looks like:

here is include all the fees from transfers etc and also the stake rewards. it is also calculating the totals above

I also have a mistakes and cashouts sheet that I include all my lost FIAT or my cashouts

After I input everything I also get the totals here:

showing the totals and the percentage of profits

And last but not least. the one-sheet I input the crypto prices every time I want my spreadsheet to get updated:

Other features I'm planning to include later on are :

• Exit strategy: will show how close you are to the next cash out for each cryptocurrency and the percentage I was planning to sell off from that cryptocurrency
  • all exit strategies on one single sheet
• Get the prices automated from a website
• Short term portfolio: will arrange and keep track of your assets for short term

Hopefully, this helped you to create yours. If not, and you still want to create yours please contact me. I will assist you in any way I can.

Thank you for reading.

Also, since I only started a few months ago, I would love to share with you my crypto journey