How to Create Your Own Excel Crypto Tracker in 2025
On average, crypto investors hold 3.35 exchange accounts, which makes managing assets across multiple platforms a real challenge. To stay on top of balances, trades, and performance, you need an effective and reliable tracking system.
That’s where Excel comes in. Using an Excel crypto tracker offers powerful advantages for both beginners and professional traders. From real-time price monitoring to advanced portfolio analytics, Excel provides flexibility, privacy, and full control over your data.
In this guide, you’ll learn how to create your own crypto tracker spreadsheet, why Excel is the best choice for portfolio management, and what features every good crypto portfolio tracker in Excel should include.
1. Why Use Excel for Tracking Your Crypto Assets?
If you’re serious about monitoring your cryptocurrency portfolio, Excel is one of the most powerful (and underrated) tools you can use. Instead of relying on third-party apps with hidden fees, ads, or privacy risks, an Excel crypto tracker gives you complete control over your data.
Here’s why Excel still beats most cloud-based trackers in 2025:
1.A Excel is familiar and flexible
Excel is the most used spreadsheet for data analysis in the world and it’ s likely to be already part of your workflow. Whether you’ve used it for budgeting or project planning, building a crypto portfolio tracker in Excel transforms it into your personal command center. You decide how your data is displayed, filtered, and analyzed — no clunky interfaces, no restrictions.
1.B Total Control Over Your Data
Most apps require syncing your wallet or handing over API keys. Excel doesn’t. Your crypto tracking spreadsheet sits quietly on your desktop, private and secure. No third parties, no outages, no forced updates. When dealing with crypto security should always be your top priority. Read this article if want to know more about crypto Portfolio Tracker Safety
1.C Privacy Without Hidden Agendas
Free crypto apps aren’t really “free.” They monetize your data with ads, scraping, or restrictive terms. Excel doesn’t care about your holdings — it just shows you the numbers, exactly as you want them.
At the end of the day, Excel is like a flashlight in a dark crypto labyrinth: simple, reliable, and effective.
2. What a Crypto Portfolio Tracker Spreadsheet Should Include
Not all trackers are built the same. A solid crypto Excel spreadsheet should have the following characteristic:
2.A Real-Time Data Updates
Crypto Exchanges are open 24/7. A proper Excel crypto tracker should pull live prices, market caps, and exchange data directly into your sheet — no manual refreshing.
2.B Holdings Breakdown by Coin & Exchange
Beyond totals, you need coin-by-coin details: quantity, entry price, current value, and % allocation.. If you have multiple account you also need to monitor them separately, This level of clarity builds confidence
2.C Historical Performance
Track ROI per coin, overall portfolio growth, or daily changes. Excel is perfect for data analysis. Functions like STOCKHISTORY make it easy to chart historical price data and identify which coin is really adding value to your portfolio.
2.D Easy-to-Read Visuals
Numbers tell a story, but charts make it obvious. Pie charts for allocation, line graphs for performance trends, or candlestick charts for market behavior — Excel lets you visualize your portfolio instantly.
2.E Extra Analysis
Once your crypto data are on Excel you can add a few extra columns for fees, gas or taxes. There is practical no limit to what you can do with excel analysis functions
3. Meet CryptoExcel: A Python-Powered Crypto Excel Add-In
While you could manually build a crypto tracking spreadsheet, CryptoExcel takes it to the next level.
CryptoExcel is a Python-based Excel Add-in that integrates with over 100 cryptocurrency exchanges. It lets you fetch:
- Public data like order books, trades, OHLCV candles, funding rates.
- Private data like balances, open positions, and order history (with secure API authentication).
Main benefits of CryptoExcel:
- Real-time crypto data directly inside Excel.
- Local security: your API keys never leave your PC.
- Automation: track, backtest, and even send/cancel trades.
- Flexibility: build your own crypto Excel spreadsheet or use ready-made templates.
We have a full set of functions that helps you build a crypto portfolio tracker tailored for your needs.
As an example, once your exchange has been authenticated you can use
st_balance_converted(). this function will fetch all your wallet balances on a specific exchange and then convert them to the desired fiat or st_balance_converted_trh () for updating your converted balances at specific intervals.
Crypto Excel Portfolio Tracking template
Tracking Crypto with excel is one of the most common use of CryptoExcel Add-in. This is why we built a ready to use template which also offer you the histrorical value of your holdings