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

Caladonian

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Quote from: clickerz on November 08, 2016, 04:07:32 AM

Quote from: veleten on November 08, 2016, 03:17:30 AM

don't underestimate the power of Excel

spreadsheets are fine to keep track of mine investments
although,sometimes I'm lazy to write everything down and just put approximate numbers

Ah yes great spreadsheets. But do you have a downloadable excel files to be used in crypto trading? I am looking for this one as I want to consolidate my coins. I am too lazy and not even having an accounting of it.

i starting to educate myself again since i wanted to keep my investment in track i followed some rules inside excel and its really helps me to
see how i grow my btc from time to time, its really needed for us traders to keep our money in a good inventory so we can see which is which
are the one who made profits and whats are those who needed to liquidate.

ethereumhunter

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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.

i am not make any spreadsheet like excel or google document right now but i think i should make one so i can track my activity on bitcoin. and i think i don't remember for what i am doing in trading, but i think i have the complete trading activity that i do in polo so i just need to download the file and see what i made before. fortunately, in polo we don't have to pay anything to complete the history of trading and we can download it for free.

clickerz

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Quote from: veleten on November 08, 2016, 03:17:30 AM

don't underestimate the power of Excel

spreadsheets are fine to keep track of mine investments
although,sometimes I'm lazy to write everything down and just put approximate numbers

Ah yes great spreadsheets. But do you have a downloadable excel files to be used in crypto trading? I am looking for this one as I want to consolidate my coins. I am too lazy and not even having an accounting of it.

CraigWrightBTC

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I don't use spreadsheet or program for keeping track of my investment on bitcoin or another coins, because i have made investment into trading altcoins on poloniex and there is fitures for calculating about that, so it is more simple than i have to make spreadsheet for calculating about my investment.

veleten

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don't underestimate the power of Excel

spreadsheets are fine to keep track of my investments
although,sometimes I'm lazy to write everything down and just put approximate numbers

digitalronin

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I built a simple web application to keep track of my coins.

I've made it available for anyone to use, so please try it out and let me know what you think;

https://www.blockfol.io/

It's quite basic, for now, but I've got some ideas for ways to develop it.

David

outatime1

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I use excel spreadsheets to keep track of and organize my investments. It's also the way I can tell how much profit I make on a trade and how much profit I make per day. etc.

Viyamore

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I don't keep of tracking my investment as well ,its just a hassle for me as long as i know i am earning if i not well i stop investing .maybe i should do that if i am pro investor and businessman that invest big amount it should be track to calculate the earnings and lose amounts .for now it will be a hassle for me , i can still handle my amounts cause its small but when i do track of it i would tell what i will be using.

Herbert2020

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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.

for other investment (not bitcoin/altcoin related) i have spreadsheet in excell if necessary but mostly i have it in mind since it is only 1 or 2 investments.

but for trading i don't really keep anything these days, i did it in the beginning to keep track of everything and learn at the same time but now i only look at my total balance on bittrex wallet and how it changes. and if i need some history i export the .CSV file that is available from my orders tab.

neverseven

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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.

For details about my transactions I use the exchange stats, then I write down profits/losses on my diary. Keep tracking of crypto old school style Cool

Johnyloco

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I use a very simple excel sheet.

I simply put in: date --> pair --> buy/sell --> amount coins --> current fiat value

It makes it very easy to track your trades if you don't have too much trades, otherwise it would require just more typing work.

I simply look at the sum, and when I bought off my initial investment, I'm running free Tongue

sotoshihero

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To have a record of your trade is a good idea so that you could keep up and organized. I like this way, sooner I'll be making my record.Since I am new and not started trading yet.

pooya87

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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.

you must do whatever you feel is best for you.
i did an excel sheet for a while and i think it is the best and easiest way of keeping track of what you are investing and your trades (profit and loss for each and total) it is all about the way you put in the formulas.

so if you are good with excel go for it.

however i have moved on to a bot (my own) and i made that take care of everything for me now.

Barbut

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Nooo, I'm just trading cause I like to have fun some times. I don't do it with big figures, and I don't need record's of my trading, for that I use history of trades too see what I did.
I'm not so much for keeping records, I didn't find myself in trading, I do it cause it's like some game for me, I pick coins on luck and little research here on forum, so there is no purpose for me to do that kind of things, it's for professionals who invest a lot.

clickerz

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Quote from: wintermeasures on October 21, 2016, 04:24:08 AM

No Bro I Never Keep Record Of All My Investments in Trading Because I am Not Only Earning Bitcoins By Trading.
I am Doing Posting and Some Investment in Revenue Share and Hybrid PTC sites To Grow My Money....
So I Dont Need to Keep Records Of My Trading Investments.....

Me too, I am too lazy to have a spreadsheet to update my coins or trading investment. Much better if someone can provide a downloadable .xls file to for us to used as a pattern.Besides,I only trades several coins where I can remember all of them.

wintermeasures

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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.

No Bro I Never Keep Record Of All My Investments in Trading Because I am Not Only Earning Bitcoins By Trading.
I am Doing Posting and Some Investment in Revenue Share and Hybrid PTC sites To Grow My Money....
So I Dont Need to Keep Records Of My Trading Investments.....

pedrog

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I use a spreadsheet to keep a record of my trades.

To keep up with market prices and get alerts I use Blockfolio Android app.

bitbunnny

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I don't use any special application or toole. I'm not so active in trading so more or less I have data in my head or in some simple notes. But from time to tim is good to review the story of trading so that you can easier predict the future.

Dassi

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I suppose my jotter is sufficient for me to keep track of all my trading ventures - it's not much to start with.
The jotter allows me to revise things without having to switch on the computer.

MartinL

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Quote from: nindie on October 09, 2016, 07:22:00 PM

how i can use ledger, you can share about use ledger

The gist of it is that you write your transactions to a plain text file in a certain format and then use ledger to generate reports. Read the Reddit post I linked to for a short introduction and the Ledger documentation for details.

nindie

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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

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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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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

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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

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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

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Activity: 434

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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? (Read 2757 times)