CryptoCompass – Crypto Portfolio Tracker Google Sheets

Most crypto trackers want your email, your account, and a monthly fee. CryptoCompass wants none of that. It's a Google Sheets template you own forever — no login, no subscription, no third party holding your financial data.

Enter your coins, your wallets, your cost basis. CryptoCompass does the rest.

How It Works

Add your holdings to the portfolio sheet — coin name, purchase date, quantity, and price paid. CryptoCompass calculates your cost basis, current gain/loss, and portfolio allocation automatically. Update prices manually or use the built-in import function to pull current rates. The tax-loss harvesting alert flags positions where selling would generate a deductible loss, so you never miss an opportunity at year-end.

1. Enter your coins, wallets, and purchase history
2. Log current prices to update your portfolio value instantly
3. Review your allocation breakdown and gain/loss by position
4. Check the tax-loss alert tab before December 31 every year

Who It's For

CryptoCompass is built for crypto investors who want a clear picture of their portfolio without handing their data to a third-party app. It's ideal if you:

• Hold multiple coins across multiple wallets or exchanges
• Want to track cost basis accurately for tax purposes
• Are tired of apps that require account linking or charge monthly fees
• Prefer to own your financial data in a format you control
• Want tax-loss harvesting alerts without paying for a premium tier

It's not built for high-frequency traders who need real-time price feeds. It's built for long-term holders who want clarity, not complexity.

What's Included

• Portfolio Dashboard — total portfolio value, gain/loss, and allocation breakdown at a glance
• Holdings Tracker — coin-by-coin view with cost basis, current value, and unrealized gain/loss
• Multi-Wallet Support — track holdings across exchanges and wallets in one place
• Tax-Loss Harvesting Alert — flags positions where selling generates a deductible loss
• Portfolio Allocation Chart — visual breakdown of your holdings by coin and percentage
• Transaction Log — full history of buys, sells, and transfers for tax records

Instant digital download. After purchase, you'll receive a link to copy the Google Sheet directly to your Google Drive. No software to install, works on any device.

Frequently Asked Questions

Does CryptoCompass connect to my exchange or wallet automatically?
No — and that's intentional. You enter your holdings manually, which means your credentials never leave your Google account. No API connections, no third-party access.

How do I update coin prices?
Manually, or via Google Sheets' built-in GOOGLEFINANCE function for supported coins. For others, a quick manual update takes under two minutes.

Can I track coins across multiple wallets and exchanges?
Yes. Each holding is logged with its source, so your full portfolio is visible in one place regardless of where the coins are held.

How does the tax-loss harvesting alert work?
It flags any position where current value is below cost basis — meaning selling generates a deductible capital loss. Updates automatically as you log prices.

Do I need special Google Sheets skills?
No. All formulas are pre-built and protected. Enter your data in the labeled input cells and the tracker does the rest.