Keeping track of your investments- spreadsheets, programs, what do you use? - page 2.

nindie

member

Activity: 98

Merit: 10

Quote from: MartinL on October 09, 2016, 03:22:23 PM

One will quickly run into limitations relying only on a spreadsheet as the number of transactions and tracked securities grows.

Instead I highly recommend ledger, which is a free and open-source accounting package. It is intended to be a general purpose accounting system but it has a number of features that are important when working with cryptocurrencies:

custom securities including custom currencies
lot tracking
infinite precision values; eschewal of floating-point mathematics
simple importing of price histories

This reddit post gives a short introduction to using ledger to account for Bitcoins.

how i can use ledger, you can share about use ledger
but i think is easy use and all people is easy use only use spreadsheet

Backside walkaround

full member

Activity: 196

Merit: 100

I used to use Excel for my stock investments, but it's become unnecessary. I buy stocks through one single transfer agent, and that website lists it in a portfolio format. And then an online broker for two other stocks. Bitcoin I don't keep track of, but I probably should. I'm just not that organized in general, and my investments aren't that wide. I did like Excel when I used it. It was easy and did everything I needed.

JeffBrad12

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Leading Crypto Sports Betting & Casino Platform

Quote from: Shiroslullaby on October 09, 2016, 11:10:43 AM

Hoping I can get some suggestions as to what people are using to keep track of their investments when buying Bitcoin, Altcoins, etc.
Are you putting things in an Excel spreadsheet/ Google document?
Are there programs that you are using to keep track of what you invested?
Do you remember everything in your head?
I know some exchanges have a buy history but some do not or don't have a very easy to use interface.

I only trade with a small amount of Bitcoin and several Alt-coins, but I need to stay organized and keep track of my investments.

That's right, just like for making an accountant for my out or in. that's will make me feel more easiest for keep track of my fund like how much fund is out and into my pouch. Just using a Microsoft excelled is already enough for me for making a note for all of my transaction.

MartinL

full member

Activity: 140

Merit: 100

One will quickly run into limitations relying only on a spreadsheet as the number of transactions and tracked securities grows.

Instead I highly recommend ledger, which is a free and open-source accounting package. It is intended to be a general purpose accounting system but it has a number of features that are important when working with cryptocurrencies:

custom securities including custom currencies
lot tracking
infinite precision values; eschewal of floating-point mathematics
simple importing of price histories

This reddit post gives a short introduction to using ledger to account for Bitcoins.

Kevin77

legendary

Activity: 1652

Merit: 1057

Keeping track of records for everything is always good. I just maintain spread sheet for track of trades and calculations and a hand note for quick review and quick update within a day.

gentlemand

legendary

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Welt Am Draht

My tiny brain, a txt file with the original prices written down and the Poloniex balance screen.

I don't indulge much in alts any more but I could imagine you might end up going batty if you had a mountain of them.

Shiroslullaby

sr. member

Activity: 434

Merit: 250

Hoping I can get some suggestions as to what people are using to keep track of their investments when buying Bitcoin, Altcoins, etc.
Are you putting things in an Excel spreadsheet/ Google document?
Are there programs that you are using to keep track of what you invested?
Do you remember everything in your head?
I know some exchanges have a buy history but some do not or don't have a very easy to use interface.

I only trade with a small amount of Bitcoin and several Alt-coins, but I need to stay organized and keep track of my investments.

Topic: Keeping track of your investments- spreadsheets, programs, what do you use? - page 2. (Read 2769 times)