- Track crypto, stock, and forex with sheets add-on
- Keep full control of your data
- Calculate capital gains and income
- FIFO, LIFO, HIFO, LOFO
- US and similar
Embedded Files
Input Sheets
Input Sheets
There are two user input sheets:
N.B. Your data is stored on your drive only and nobody else has access to it.
Ledger sheet - a list of all transactions
Assets sheet - every asset in the ledger sheet must have an entry in the assets sheet
Reports
Reports
The application will output the following reports:
Open Summary Report - a summary breakdown of all open positions
Closed Summary Report - a summary breakdown of all closed positions
Income Summary Report - a summary breakdown of all income received
Wallets Report - a table displaying the content of each wallet
Investments Report - an overview of how your investments are performing, overall and by asset type, in nominal and real terms.
Hidden Reports
Hidden Reports
The application will output the following hidden reports which can be unhidden as required:
Open Report - an itemised list of all open lots
Closed Report - an itemised list of all closed lots
Income Report - an itemised list of all income received
Extending the application
Extending the application
The application provides the following named data ranges that can be queried from your own custom sheets:
Assets = the data in the assets sheet not including the header row
Open = the data in the open report sheet not including the header rows
Closed = the data in the closed report sheet not including the header rows
Income = the data in the closed report sheet not including the header row
Disclamer
Disclamer
I am not qualified to give tax, legal, accounting, financial or investment advice and nothing here should be construed as such. The results of the application should not be relied upon for any of these purposes. You should seek the advice of a qualified professional in all such matters.
Reference
Reference
The IRS has published the following guides concerning taxation and crypto:
Brilliant resource for portfolio construction and asset allocation:
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