I will set up a custom crypto portfolio and fifo cost basis tracker in sheets

United States

I speak English

Campaign planning

Hey, I'm the founder of Campus Grid, a student-first marketplace helping people get set up fast. I know campus life firsthand, so I share what actually works: campus essentials, housing tips, local re...
About this Gig

Trades spread across exchanges and wallets? I'll set up a crypto record-keeping tracker in Google Sheets (or Excel) for your coins and accounts.


I'm the creator of Campus Grid. I build this on my own tested tracker template and personalize it for you:

- Trade log with your coins, chains and wallets/exchanges

- FIFO cost basis per sale, including partial lots (formulas only, no scripts)

- Short-term vs long-term split by holding period

- Check column that flags overselling and out-of-order rows

- Holdings, average cost, and unrealized P&L from prices you enter

- Yearly realized-gains summary to hand to your tax preparer

- Dashboard with allocation and P&L charts


Record-keeping only. This is NOT financial, investment or tax advice. It uses pooled FIFO and the US 1-year rule; verify with a tax professional. No live prices. Never send keys or seed phrases.


How I work: I sometimes use AI tools to help draft formulas or layouts. I personally review, test and approve everything before delivery. Prefer a fully manual, no-AI build? Tell me before ordering and I'll do it that way at no extra cost.


Message me first if unsure.

Platform:

Excel

•

Google Sheets

Development technology:

Power Query

•

Excel

•

VLOOKUP

Expertise:

Formatting

•

Formulas

•

Functions

•

Dashboard

•

Data validation