Cryptocurrency Portfolio Dashboard in Microsoft Excel - Data Live from COINMARKETCAP Website
Originally published: 12/05/2021 08:04
Last version published: 06/09/2021 08:25
Publication number: ELQ-96845-3
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Cryptocurrency Portfolio Dashboard in Microsoft Excel - Data Live from COINMARKETCAP Website

Cryptocurrency Portfolio Dashboard in Microsoft Excel - Data Live from COINMARKETCAP & COINGECKO Website (New Version) SEP 2021

Cryptocurrency Portfolio Dashboard in Microsoft Excel - Data Live from COINMARKETCAP & COINGECKO Website (New Version 2.3) 03 SEP 2021

Watch the above video

Features in Version 2.3 (3 SEP 2021):
1. Currency Translation Feature Added in Dashboard (Drop Down List)
2. New Visualizations Added
3. Top 3 & Bottom 3 Daily ROI
4. Crypto Currencies prices successfully updates from CoinMarketCap & CoinGecko Website. User needs to make sure that Excel also have POWER QUERY available to fetch live prices. (Only TOP 100 Coins will fetch in this version)

Features in Version 2.0 (May 2021):
1. Importing Real-Time Data from into the Excel Power Query & Transformed.
2. One-Click REFRESH and Cryptocurrency prices updates in Dashboard & Datasheet.
3. More lines added in the Dashboard for Cryptocurrency Portfolio
4. Much improved visualization (TREEMAP), Dynamic Bar & Column Chart.
5. Historical Daily Data Sheet added so that user can maintain their past record for further analytics.
6. User can add BUY/SELL columns in Historical sheet and apply SUMIFS for further analysis.
7. KPI's Total ROI %, 24H% Change, Daily ROI, Current Crypto Value & More...

Features in Version 2.2 (July 2021):
1. Bug from the website of COINMARKETCAP for prices is resolved.
2. COINGECKO website prices worksheet is also added
3. Improved Dashboard Layout

#cryptocurrency​ #cryptocurrencypakistan​ #bitcoin​ #ethereum​ #elonmusk​ #Dogecoin​ #doge​ #DogeToTheMoon​ #SpaceX

A cryptocurrency is a digital or virtual currency that is secured by cryptography, which makes it nearly impossible to counterfeit or double-spend. Many cryptocurrencies are decentralized networks based on blockchain technology—a distributed ledger enforced by a disparate network of computers. A defining feature of cryptocurrencies is that they are generally not issued by any central authority, rendering them theoretically immune to government interference or manipulation.

Understanding Cryptocurrencies
Cryptocurrencies are systems that allow for secure payments online which are denominated in terms of virtual "tokens," which are represented by ledger entries internal to the system. "Crypto" refers to the various encryption algorithms and cryptographic techniques that safeguard these entries, such as elliptical curve encryption, public-private key pairs, and hashing functions.

A cryptocurrency, cryptocurrency or crypto is a digital asset designed to work as a medium of exchange wherein individual coin ownership records are stored in a ledger existing in a form of the computerized database using strong cryptography to secure transaction records, to control the creation of additional coins, and to verify the transfer of coin ownership.

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  • T. Leverette-McCall(last updated: 07/09/2021 14:23)
  • Eli Lalleman(last updated: 01/09/2021 03:49)
  • Drew Rozner(last updated: 28/08/2021 12:44)
    Not able to refresh data..
    Waiting almost a week for a reply on how to refresh data. Will update review when resolved
  • Mohammad Sharaf(last updated: 07/08/2021 18:10)
  • JPNam82(last updated: 07/06/2021 16:09)
  • CJBMe23(last updated: 16/05/2021 23:41)
    Excellent Dashboard
    Very well written, easy to follow
  • Fahad Dehbar(last updated: 16/05/2021 08:31)
  • Muhammad Kashif(last updated: 14/05/2021 20:51)
  • Ahmad Ghaffar(last updated: 14/05/2021 18:37)
  • Ahmed Yasir Khan(last updated: 14/05/2021 10:19)
  • Ilgar Zarbaliyev(last updated: 14/05/2021 08:10)


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Discussion feed for Cryptocurrency Portfolio Dashboard In Microsoft Excel - Data Live From COINMARKETCAP Website

The user community and author are here to help. Go ahead!

  • David Neich
    Hi Rahim, this looks just like what I need thank you. I use HitBTC and want to simply import or use what you have and simply report my trade earnings. This seems to do this properly. Just checking that it will allow imports from HitBTC and reports the trade profits from each coin daily/weekly etc.
    I seriously appreciate your time.
    Best regards,
    1arrow_drop_uparrow_drop_downReply reply
    • Jurgen Kamerink QC
      Dear Rahim,

      Can the dashboard also be used for Euro? I see all is in dollars. I want to use it in Euro
      arrow_drop_uparrow_drop_downReply reply
      • amine BELKADI
        Hi Rahim,
        I need to add 7 coins that not listed on top 100, as ICX, VTHO, COTI, LIT, RSR, AGIX, CTSI, PUNDIX,.... how to proceed please ?
        arrow_drop_uparrow_drop_downReply reply
        • Jennifer Lewis
          Hi. I can the new an improved version. The price for the first 100 coins is populating. However, the data from the last 24 hours, last 7 days and market cap and volume is only updating from the first ten coins is populating. How can this be fixed?
          arrow_drop_uparrow_drop_downReply reply
          • Mihai Paul
            Hi Rahim,

            Data doesn't refresh, does the template has issues on Mac?
            arrow_drop_uparrow_drop_downReply reply
            • Abinesh Mageswaran
              looks nice! can it be made compatible with google sheets?
              arrow_drop_uparrow_drop_downReply reply
            • Sebastien Ouellette
              Data is not refreshing
              arrow_drop_uparrow_drop_downReply reply
              • Rahim Zulfiqar Ali
                Hi, I hope you are doing well. Data will refresh, Please follow these steps.
                When you open the template excel file, click on the Enable Content (This is below the ribbon yellow line) so that Power Query will get enable in the background and then Go to DATA TAB and click on Refresh, It will take 30 to 40 seconds and data will refresh. If you still find any issue email me at
                arrow_drop_uparrow_drop_downReply reply
              • Sebastien Ouellette
                What do I do if I buy more than once of let's say ETH at different price ?
                arrow_drop_uparrow_drop_downReply reply
                • Rahim Zulfiqar Ali
                  Use the Historical datasheet for your day-to-day activities regarding Crypto. This will be useful to trace your past history of trading.
                  arrow_drop_uparrow_drop_downReply reply
                • Marco Pedrotti
                  Hi Rahim, is it possible to import from more than 100 coins? I bought some new coins, with a very small market cap.
                  arrow_drop_uparrow_drop_downReply reply

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