Spreadsheets are great for this!
I would also recommend that you check out the Totle Portfolio Management system. It is a super easy way to manage and diversify your coins with the touch of a slider and does not require complex spreadsheets or manual upkeep.
check it out: https://www.totle.com
Topic: Google Spreadsheet to manage and automate your Crypto Fund - page 2. (Read 820 times)
I have faced with the lack of tool to manage my own small family crypto-investment fund.
The main problem was in complexity to calculate all shares of investors properly, especially in the conditions of constant input and withdrawal of funds.
I decided to build a special Google Spreadsheet which helps to organize and manage your own small fund (thanks to google apps script language) with internal token issuance. All Fund's internal processes as automated as possible and as transparent as possible.
Functionality:
• Internal Token Issuance to account all shares of your investors properly (like Satoshi Pie);
• Easy entrance and withdrawal in any cryptocurrency with one-click automatic calculations, tokens emission/redeem and recording of operations on the Issuance tab;
• Easy management of your fund's cold wallets/exchange storages. Automatic balance synchronization for Poloniex, Bittrex, Liqui, HitBTC, Binance, Kraken, KuCoin, Bitstamp
• Real-time exchange rates for 1200+ crypto and 32 fiat currencies. 5 different sources of data + function to get a median price;
• Tab to account all investor's shares, balances and profit stats;
• Accounting of "Success fee";
• Accounting of Entrance/Redeem/Referal fee with customization;
• Asset Scoring model;
• Tab for rebalancing calculations with Telegram notifications for "Timing" and "Deviation" approaches;
• Easy way to create a "public" version for your fund's spreadsheet and setup automatic synchronization between private and public spreadsheets;
• Automatic Triggers to get "custom-text" notifications about any custom event in your Spreadsheet to your Telegram chat, group chat or channel
• "Historical Data Writer" is a flexible way to write any custom historical data in any time you want;
• Automatic writing of all fund's performance and history as well;
• Real-time portfolio value & internal token price monitoring;
• Easy fund initialization and setup. No coding skills required;
I have recorded video tutorials to describe the most important processes. Check it to get more insights:
General review: https://www.youtube.com/watch?v=DsUIZHrcmuw
Initial setup: https://www.youtube.com/watch?v=Wi_YTnJzqKw
Entrance/Redeem: https://www.youtube.com/watch?v=elhsQiWg094
Success fee: https://www.youtube.com/watch?v=tIOrs--WZGk
UPD
I have released it as a free Gsheet Addon. Find more here:
https://spreadsheet.fund/
The main problem was in complexity to calculate all shares of investors properly, especially in the conditions of constant input and withdrawal of funds.
I decided to build a special Google Spreadsheet which helps to organize and manage your own small fund (thanks to google apps script language) with internal token issuance. All Fund's internal processes as automated as possible and as transparent as possible.
Functionality:
• Internal Token Issuance to account all shares of your investors properly (like Satoshi Pie);
• Easy entrance and withdrawal in any cryptocurrency with one-click automatic calculations, tokens emission/redeem and recording of operations on the Issuance tab;
• Easy management of your fund's cold wallets/exchange storages. Automatic balance synchronization for Poloniex, Bittrex, Liqui, HitBTC, Binance, Kraken, KuCoin, Bitstamp
• Real-time exchange rates for 1200+ crypto and 32 fiat currencies. 5 different sources of data + function to get a median price;
• Tab to account all investor's shares, balances and profit stats;
• Accounting of "Success fee";
• Accounting of Entrance/Redeem/Referal fee with customization;
• Asset Scoring model;
• Tab for rebalancing calculations with Telegram notifications for "Timing" and "Deviation" approaches;
• Easy way to create a "public" version for your fund's spreadsheet and setup automatic synchronization between private and public spreadsheets;
• Automatic Triggers to get "custom-text" notifications about any custom event in your Spreadsheet to your Telegram chat, group chat or channel
• "Historical Data Writer" is a flexible way to write any custom historical data in any time you want;
• Automatic writing of all fund's performance and history as well;
• Real-time portfolio value & internal token price monitoring;
• Easy fund initialization and setup. No coding skills required;
I have recorded video tutorials to describe the most important processes. Check it to get more insights:
General review: https://www.youtube.com/watch?v=DsUIZHrcmuw
Initial setup: https://www.youtube.com/watch?v=Wi_YTnJzqKw
Entrance/Redeem: https://www.youtube.com/watch?v=elhsQiWg094
Success fee: https://www.youtube.com/watch?v=tIOrs--WZGk
UPD
I have released it as a free Gsheet Addon. Find more here:
https://spreadsheet.fund/
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