Track your cryptocurrency portfolio and plan your take profit exit strategy in Excel

[@PaulaWeb3andCrypto]

*****Important note************** this workbook does not work in Excel for Mac.

[@wheelplace]

Hi Paula is this compatibility issue fixable? Would it be too complex to do so?

[@Ida12fw]

Thank you, I just realise this. its a pity really a beautiful and well thoughout spreadsheet

[@cryptoyang3486]

It's too sad. I have only Mac

[@Ucho]

Hi, love this. Is there work on for a Max Excel verision?

[@cryptoyang3486]

@@Ucho No, unfortunately didn't work on Mac.

[@nisarjaffrey8960]

Rubbing my eyes to believe that such spreadsheet exists and it’s for free! You are genius Paula

[@PaulaWeb3andCrypto]

thanks, but a genius is a bit of a stretch :-)

[@adhereclarke]

With the chaos of several exchanges both centralized and decentralized making purchases and storing in online wallets and cold wallets ....cryptos all over the place. THIS Excel workbook brings peace back to the CRYPTO UNIVERSE Thankyou Paula...Great job

[@leanbanclog]

Hi Paula, thanks for a great resource, a lot of work went it to completing it. Unfortunately, it will not refresh. Privacy settings have been adjusted between private and organisational. When refreshing three alert windows popup with a query issues.

[@dylandash5438]

Paula can you respond to this? I have the same issue

[@Ucho]

@@dylandash5438 What are you using Windows or MAC?

[@gilsinhogma]

Hi Just had the same issue and solved! Go to -> Tab DATA - Get Data - > Launch Power Query editor - Select File > Options and Settings > Data Source Settings. Excel Select Data > Get Data > Data Source Settings. 2.Select Edit Permissions. The Edit Permissions dialog box appears. 3.Under Privacy Level, select an option from the drop-down list: Choose Public for the all 3. I hope it helps.

[@janefinn9047]

@@gilsinhogma This worked for me too, thank you so much!!!

[@leanbanclog]

@@gilsinhogmaworked a treat, go raibh maith agat.

[@robbie5999]

Paula, this is great. How do I change it to GBP? I use GBP for all my crypto purchases.

[@johannaschmidt7138]

*Hello sorry for asking about this here, I'm new to crypto and forex trading and I've been making huge loses trading on my own but recently i see alot of people earning from it. can someone please give me a new strategy or at least tell me what I'm doing wrong?*

[@stanlybetter3046]

I'm actually trading with an expert Mrs Catherine nathan a regulated broker, met her sometime early last year at a start up funding event, she had some interesting things to say about the state of algorithmic trading today, very obviously I'm seeing the results.

[@margaretmyles6683]

WOW....amazing to see someone who trades with Mrs Catherine nathan, i am currently on my 5th trade with her and my portfolio has grown tremendously.

[@johannaschmidt7138]

@@stanlybetter3046 please how can I rεaςhout to your trader, I've so much loss in trading and need some guidelines.

[@stanlybetter3046]

@@johannaschmidt7138 *she can be liaised ,on Telegam,with the username >>>> @INVESTWITHNATHAN

[@mikey-bigg4486]

I have traded with a lot of individuals but i have never come across anyone as good as mrs catherine nathan, applying her strategies ,I now trade independently.she is the best i'd advise any novice in investing to trade with her.

[@indalkp]

THIS EXCEL SHEET IS REALLY A FANTASY FOR TRADERS... IF SOMEHOW THIS COULD ALSO CONNECT OUR BINANCE WALLET AND ORDER DATA THROUGH API............ WELL THAT'S A DREAM.. THANKS FOR THIS AMAZING VIDEO...

[@ceeO_0cue]

This looks amazing!! Is this still available to download? I'm getting an error.

[@tradingsignallabs4939]

Hey Paula .... this is amazing and exactly what I needed. Can't believe it's free. I'm in Dublin and can't wait to watch the 2nd video tonight. Also very interested in the meetup. Thank you so so much for this.

[@PaulaWeb3andCrypto]

awesome, glad we could help. Hope to see you at the meetup.

[@suebenbow6860]

Paula when I'm adding extra coins manually - can I pull the info from coin gecko in Australian dollars? Will your back ground calculations still work?

[@solomontinuoye2950]

Wow, thanks Paula, you really have a unique heart, I can't thank you enough, keep on the good work. Please take care and enjoy the season...

[@uqwee]

Hi Paula, many thanks for sharing your brilliant work with us all here!

[@cryptokirbytrading6923]

Hit Me up👆

[@AniThrills786]

Hi Paula Your work is amazing never seen before love from me and hope more success for you:)

[@muzicanaturii108]

Thanks for the amazing work you do. I want to ask you, what is sell point column in the sales table, i ask because i am not an english speaking person, i inserted the price of the sell i made but it says incorrect. Thank you.

[@jcspeer5]

Thank you so much for this!! When I click to Refresh Data I get “Query 'Rurl' (step 'Renamed Columns') is accessing data sources that have privacy levels which cannot be used together. Please rebuild this data combination.”

[@Zevenwateren]

Thank you so much, I can't work with out it. I would've loved to have seen instructions on how to fill in the Sales part of the transactions lists also, instead of only the purchases part.

[@TechnicalDaust]

Can you please tell me where is the calculation sheet which you used for calculation?

[@PappaBearAsh]

Hi Paula, thanks for creating the crypto spreadsheet it’s help to tack and plan my trades. Could you please add a column to indicate the exchange the crypto was purchase. I’m also looking for a spreadsheet to track my entry points ie when BTC Hit $32k buy 10% of allocations when it hit $28k purchase 90% ..

[@Ida12fw]

GREAT JOB PAULA, My excel sheet is only showing read only and cannot connect or refresh data connection

[@Rinkeshjindal]

Hey Paula, This sheet is good start, while lacking functionality to track the Conversions & transfer one Exchange to another exchange.

[@Sylvia-ur4bv]

Hi Paula! Thanks for the great sheet! How to use it with EUR as currency.. i tried to copy BTC copy in EUR but it keeps on displaying usd. You have an idea how to solve this?

[@wayneedmondson1065]

Hi Paula. Nice to see you posting again. The planner / tracker looks awesome! Thanks so much for sharing it. Looking forward to more :)) Thumbs up!!

[@PaulaWeb3andCrypto]

Thanks so much! 😊

[@sh4dowcrypto251]

Hi. Thank you so much for this. This is what I just needed. The video is explained well. Really underrated channel. You deserve more ma'am. You have my subscription. God bless

[@zeeshan4639]

Hi paula first of all great work you saved my months and please reolve the issue in price_feed api as it is not accessible please.

[@PaulaWeb3andCrypto]

hi, yes there is a problem with the API. its out of my control.. please check status.coingecko.com/incidents/123015 for more info

[@martinhinneh1606]

I have a little concern on "No. of Coin' column. How do you extend that column to be able to accommodate 12 digits? For example, the current column is not able to contain numbers like 0.000000000001. How do you get all the numbers in that column? Thanks very much for this wonderful work. I am very grateful and sharing it with my crypto team

[@martinhinneh1606]

Thanks

[@hydakhan329]

Will this work for SHIB Calculation?

[@hussler112]

Great content Paula

[@ajlozadaro]

WWWWOOOOOOOOWWWWWW Paula! 😲 What incredible resource! THANKS! You are AMAZING!

[@Acrnl]

Thank you, PG the spreadsheet is GREAT ...

[@PaulaWeb3andCrypto]

Glad you like it!

[@alfonsoquintero1078]

Absolutely incredible !!! you are awesome Paula !! thank you ...

[@mehdiizadi8243]

Thanks a ton, Paula and Simon.

[@norrismasters2629]

Paula & Simon, you are AWESOME! Thank you for this spreadsheet, I've been trying to create my own for years and here you have it, well programmed, well thought and fully functional! THANKS A MILLION TIMES!

[@gamerx9246]

Hi Paula, I have a quick question on how to see a untracked listing using coin market cap or how to pass the command of untracked listing in the excel, the default list shows active listing but I want tot find the untracked listing, please help asap. Thank you and have a great day

[@PraiseTheLord95]

Quick question / Great spreadsheet. When I refreshed the data I get an error asking me to update my privacy settings. What are the correct settings for this workbook so it pulls the correct data? Thanks for your help / assistance. I tried to input setting - private but I get the following error " Query "Rurl" (step 'Renamed Columns " is accessing data sources that have privacy levels which cannot be used together. Please rebuild this data combination. Any idea how to correct this and get the workbook working?

[@PaulaWeb3andCrypto]

if you set it to private it should work fine as long as it is on your own pc or laptop, if it is a work device, you may have to check with your IT admin

[@PraiseTheLord95]

@@PaulaWeb3andCrypto Hi Paula. Thanks for the quick response. It is a personal computer. I set everything to private in the privacy settings for data and I get the same error. Will try to look around for another import tool and see if I can understand what code needs to fixed. Probably some update from Microsoft with all the new privacy laws that is making this spreadsheet connection not work. I tried redownloading it and trying a second time and it came up with the same error. It looks like corrections need to be made after going into the power query editor as I see of lot of items broken and not loading correctly.

[@PaulaWeb3andCrypto]

@@PraiseTheLord95 if you are not sharing the laptop, you can change it to none. that should work fine then

[@mfield4312]

Hi did you ever solve this problem? I seem to have the same issue @@PraiseTheLord95

[@sparktabernermusic]

Does this work for EURO too?

[@MrMoulme]

Amazing work, thanks so much ! I'm still strugling to change currency on the dashboard, I'm in Euro

[@flowerroos]

I'm having the same issue's. I hope there is a solution for this.

[@rulow1414]

i've been waiting long time for this video!!🙌

[@PaulaWeb3andCrypto]

cool, I hope you like it

[@ryangrady5217]

This is amazing Paula! I am using a Mac, and was already in the process of building my own. This has given me a really nice guide. Too bad I won't be able to use it myself! Question - I see there is a hidden sheet called "Calculations" which is referenced quite a bit on the Dashboard. I don't see this sheet in the hidden sheets list however, and it's not listed on the tabs. Any ideas how I could get that so I can see how the calculations are made?

[@tristennajarian1257]

I am also building my own and would love to see if there is a calculations sheet

[@steveseiter317]

My Acquisition cost aren't adding up and I'm trying to validate how its calculated and cannot find the Calculations sheet....where/how can I look at this sheet. Thank you Paula!

[@lindseyjones3445]

Hey Ryan, I am on a mac and trying to get this to work, wondered how you got on?

[@sabudas7699]

Which Version of excel it support ?

[@NordicFireDKK]

Is there a way to track your portfolio win/loss ratio and stuff like in coinmarketmanager but in excel using an API key? Or a simpler way that to type all the values in. Love your videos by the way, they are nice to follow and understand

[@srwilmoth]

I really like your spread sheet. I have one question. Most of my coins on the dashboard are showing up 2 times. How do I fix this? THANKS

[@outnabout9785]

Hi Paula Thanks for the free workbook and tutorial, they are both excellent. I'm having problems adding additional lines on the extra coins list could you help me with this.

[@pjali9929]

Thank you so much for this! I've recently just entered into crypto and had a hard time tracking my portfolio. I truly appreciate the effort and generosity of your work!

[@PaulaWeb3andCrypto]

Very welcome!

[@reeld99]

when i double click to get dollars per coin it stays blank ?

[@0770nacho]

Very Nice Ms Paula, are You planning to do a Mac version will be very appreciated for lots of people around the globe

[@llMikeyBll]

Unfortunately the workbook download isn't working anymore! Would of really liked to use this :(

[@DougWalters33]

Hi Paula - just watched the video again. All very clear. Just 1 query about the initial capital entry. I started by depositing (on Kraken) the BTC & Eth I had mined. As you suggested, I will enter their GBP value as my Initial Capital. A couple of months later I deposited some GBP on Kraken, and then a month or so later, some GBP on Coinbase and eToro. Do I add these deposits to my Initial Capital?

[@PaulaWeb3andCrypto]

Yes, put fiat in as initial capital

[@HenrikKKristensen]

Hi Paula. All my purchases was done in Euro.. any update on how to get this working (if not with multiple currencies, then where anyhow to fix it to Euro instead)?

[@jimm2215]

Hi Paula. Any chance you can add NFT's to this dashboard? Thanks!!

[@jacksonsbrissa7084]

Is there a way to not use USD and use a local curency instead?

[@alextabone1322]

Hi, im using the sheet, its awesome. Good Job. However I have some tokens which for some reason I enter all correct data however an error still pops up telling me to include them in the extra coins list. Can you assist me please ?

[@slashhhh2385]

Hello, it's a great tool, thanks. I have problem with refreshing data - especially private levels, what to choose? I see this "the element "Rurl" is trying to get access to source data on private levels" How to fix it? Thanks for reply.

[@cryptokirbytrading6923]

Direct messages👆

[@cryptokirbytrading6923]

Direct messages👆

[@sandraeastman9747]

Hi Paula, thank you for the spreadsheet. Is there an easy way to convert the incoming prices from Coingecko to Canadian? After adding my data I realized it was in USD. Darn it. I need to track my Canadian Crypto and also my USD crypto. I thought I would create two spreadsheets, one for CAD and one for USD. Thanks in advance

[@lukev730]

Hi Paula Thank You so much for this tutorial and excel tracker. It is amazing!

[@domaniclieb2076]

Hello Paula, first off, WOW! just a fantastic description and video. Have one question: entering selling data?

[@JosephDanniREAdvisor]

pretty awesome excel sheet thanks so much

[@hayderh.952]

Thank you Paula! I truly appreciate the effort.

[@naturalecosystems51]

Awesome! Just what I was attempting to set up myself. I think you have saved me 2 months of trial and error. Thank you, Thank you.🙏

[@hazmanhussin]

Hi Paula. I ran into a problem when I put my coins and transaction history, it double the type of coin. For example, on dashboard I have two bars of BTC, ETH and so on. Have you encountered this problem and do you know how to solve this?

[@cryptodecrypted6651]

I have the same issue. The "Qty of Tokens" is double what I actually have, and the 'Acquisition Cost' is exactly double what it actually cost, which throws off the P/L and the ROI massively. Can't figure out why its doubling everything.

[@barrysaunders4714]

Keep getting this error when I do Refresh all: Query 'Rurl' (step 'Rename Columns' is accessing data source that have privacy levels which cannot be used together. Please rebuild the data combination. Also on the ticker I can only see two of the coins I entered from my transaction list. Barry

[@valorkitchen567]

Hello. Thank you for a quick spreadsheet. When I try to refresh all, I'm getting an error saying " Query 'Rurl' (Step 'Renamed Columns') is accessing data sources that have privacy levels which cannot be used together. Please rebuild this data combine. Has anyone else experienced this and if so, do you know how to fix it?

[@phirewoman]

Me too

[@mfield4312]

@valorKitchen567 did you ever solve this problem? I seem to have the same issue

[@graps1611]

Hi Paula, entering my crypto into your spreadsheets for the first time. When I enter a sale transaction what is the selling point column? I figured it was the price of the coin at the time of sale but the spreadsheet won't accept because it doesn't follow the format set up by the creator of the spreadsheet. Any idea what this col should be?

[@calvinbrownjr]

Hi, how do you extend the width of the columns? I have coins such as SHIB and SAITAMA, which have a lot of zeros. The fact that the current price for these coins has so many zeros, I am unable to see the details of important columns on the Exist Strategy section such as: Tokens Sold, Tokens Over, Profit, etc. PLEASE HELP!!

[@cryptokirbytrading6923]

Messages👆

[@irq_wu]

Hello, At the beginning, words of appreciation for a great job :) I have a problem with calculating the average value per coin. For example, when we add two transactions: ticker - no. of coin - total cost - per coin 1. ADA - 97.52 - $ 141.4 - $ 1.45 2. ADA - 12 - $ 25.8 - $ 2.15 This average purchase price per coin should be ca. $ 1.53 but in the "Exit strategy" tab there is $ 1.8

[@robertog2674]

how do you add more columns in the transactions schedule? Every time I try to add or drag down I get the following "Excel found a problem with one or more cell reference"

[@Brewfoo]

Also looking to figure out how add more columns in the transactions schedule. Anyone figure out how to correctly do this?

[@dcommissaris]

Thank you so much Paula and Simon, this spreadsheet is a gamechanger! One question... how is the acquisition cost calculated? After entering my transaction history, the acquisition cost on the dashboard is significantly more than the total purchases. Is this factoring additional costs or should these be the same? Thanks

[@samfareed]

I have the same situation. Acquisition cost and resulting Investment values are noticeably higher than actuals. I had more coins than the Transaction entry table initially allowed so I inserted more rows. Not sure if that impacted other areas or name range/table calculation in the spreadsheet. I love the sheet and implementation by Paula, so hoping to get to the bottom of the discrepancy.

[@PaulaWeb3andCrypto]

Yeps you are correct there was a bug on the sheet for the acquisition cost, this has now been fixed along with another bug where coins like shiba with a fraction of a cent cost were not being recognized. we have uploaded a new version. just copy and past your data from the last one and all should be good.

[@PaulaWeb3andCrypto]

Yeps you are correct there was a bug on the sheet for the acquisition cost, this has now been fixed along with another bug where coins like shiba with a fraction of a cent cost were not being recognized. we have uploaded a new version. just copy and past your data from the last one and all should be good.

[@dcommissaris]

@@PaulaWeb3andCrypto Thank you so much for fixing the bug. Everything is working great now!

[@FaizAli-ng4dy]

The coins entered were not getting reflected. Checked calculations sheet the coins with other values are hard coded/manually entered there. Can you share the formula used to pickup the coins or can you check this issue?

[@cryptokirbytrading6923]

Direct messge👆

[@afgninja9914]

HI Paula, awesome work!! I am stuck in the excel refresh data it just says initialization data source failed update: (updated excel and it works) Can the data base be reflected in another currency as I am not using USD. Another question can it be customised (different colours and images?)

[@xXxPhenom]

Amazing, you deserve more!

[@PaulaWeb3andCrypto]

Wow, thank you!

[@peterk923]

Paula. The workbook has been great help however I have a problem with 1 coin showing with 2 graphs on the dash and the values being doubled. Ive combined all the coins transactions to a single transaction without any luck. I thought I might try to find the problem however I cant see the Calculation Sheet. Can you offer any advice?

[@alexreitler]

Hi Paula, can the fiat currency symbol be changed? I prefer using euro instead of dollars

[@jscoobs1078]

This is freaking awesome. Thank you!!!

[@osteopathieposthuma6455]

The currency in the workbook is $. Is it possible to change it in Euro?

[@football-planet22]

I'm shocked about this sheet thank you so mush , one question please about adding 0.01 BTC does the sheet accept this

[@same4074]

Why is the currency set to the Euro! and how can we change it to the dollar? seems to be greyed out..

[@jaymieknight]

Hello, just added a comment to the last video, does the .xls track staking rewards for offline coins in offline hard cold wallets? I have several public addresses I want to pull the staking rewards from. Thanks J

[@fabianojasilva5943]

Hi Paula, I need to increase the number of decimals after comma but the worksheet is protected and cannnot do that could you help me please? appreciate it. Fabiano

[@domaniclieb2076]

Oh, one other question: AUD Dollars format?

[@bobbrown-rm6ej]

Hi Paula, thank you for the videos and spreadsheet. All working okay, however I have made changes to the queries/connections to show a different currency. This is working fine for most part except for the 'Extra Coins' there seems to be a hardcoded vs_currencies that I'm unable to find and modify to show the extra coins correctly. Can you help me? please

[@bobbrown-rm6ej]

Please disregard, as I found it. cheers

[@PaulaWeb3andCrypto]

awesome, great to have someone that can find there way around it with easy, nice!!!

[@mytrung]

If I buy crypto and then swap it for another coin, is there a way to account for that in the excel?

[@LSOL-ln3hj]

Thank you very much, Paula. This workbook is amazing and really helpful!

[@HairyBrenndog]

Great spreadsheet! Just a question does the ROI have a limit of coins to display as i seem to only get 11 to show of the 13 i have listed....

[@PaulaWeb3andCrypto]

I have tested holding 50 coins with no issues. If you have problems with ROI, then there is a chance you have coins to add to the extra coins list. I would like to debug this for you but I don't have enough info.

[@copycatt2579]

wow this is awesome. thank you. do you have any plans to release a google sheets version? everything doesnt copy over when uploaded to sheets.

[@user-hw1iq2rf5d]

HeLpLiNe 👆👆🚀🚀🚀

[@mrz007]

Hello Paula, I would like to thank you first of all for this great tool that you are providing us for free. I would like to ask you if is possible to change the "average per coin" value in the Sale Point Sheet, from a simple Average, to a Weighted Average (even if I have to add the formula manually somewhere). Sometimes it happens that you buy a LOT of coins at a certain price, and then you buy a LITTLE quantity of the same coin at a much higher price for example. The value that the "average per coin" shows it will not be the real one, but much higher as it doesn't weigh the amount of coins that you actually buy at each different price. If not possible, maybe just make it in a way that the value showed in the "average per coin" is a simple SUM of the purchase prices (value that we put in manually) / SUM of the number of coins (value that we put in manually). Or maybe there is a reason why it is like it is, as a simple average?

[@seudialramsingh8861]

Hello Paula, This Tool and the Video seems simple enough. My problem is that i cant get the "Refresh All" to work! I get this message: Query "Ruri' (Step "renamed Columns") is accessing data columns that have privacy levels that cannot be used together, etc. Can you point me in the right direction? Much appreciated

[@orskalapos9755]

Dear Paula. Thank you for this amazing tool! Let me ask for your kind help. After hit "refresh" the following message pops up: /The "Rurl" query ("Renamed columns" step) accesses data sources whose privacy levels cannot be used together. Re-create the data combination/ Could you please advise how to solve this? Thank you!

[@orskalapos9755]

Dear Paula. Some additional info: also, looks like the refesh does not work old prices can be found in the CG prices sheet. In the dashboard, only the BTC and ETH can be seen, nothing else (I haved added eveything the extar coins list). I have Windows 11 and Office 2021. Is there a way to fix it, or I made something wrong? Many thanks!

[@eight5two]

@@orskalapos9755 same here, have you found a way to fix it?

[@trishulini]

Hi Paula.. Getting this message on refresh - Query 'Rurl" (step 'Renamed Columns') is accessing data sources that have privacy levels which cannot be used together. Please rebuild this data combination.

[@jinaskareem6789]

How to enter when i bought XRP / BTC how they calculate

[@BobGolob]

I have problem with "referesh dashboard", what are the required confidential settings for this excel file?

[@PaulaWeb3andCrypto]

public, as it pulls from a public api for the pricing

[@cattuong25]

Hi Paula, thanks for the workbook. But I have a problem: after I refresh the data,there is a warning appears: " Initialization of the data source fail. Check the database server..." What do I do? Please help. Thanks.

[@PaulaWeb3andCrypto]

what version of excel are you using? its really hard to tell, you may be missing something on the install of excel. See here for more details learn.microsoft.com/en-us/answers/questions/183511/excel-for-microsoft-365-initialization-of-the-data

[@cattuong25]

@@PaulaWeb3andCrypto Thanks for answering. I am using Office 2010. Do I have to use a specific version (ex: Office365)? Thanks again.

[@PaulaWeb3andCrypto]

@@cattuong25 Yes, you need excel 13 or higher

[@realrenatobardago4393]

Hi, how do I change this to euro?

[@mmoellerdeoliveira]

Excelent!!! thank U so much

[@yeltayeb]

Great Sheet, Thanks Paula, but I had an issue, I want to use a cell from the dashboard sheet as a reference for another workbook but the dashboard is protected. how could I unlock it so I can use a cell from it as a reference?

[@user-hw1iq2rf5d]

👆👆For Investing guidelines🚀🚀🚀

[@wallylafferty1166]

Will we be able to add the Bitcoin ETF to our tracker, or is that not possible? The URL for the ETF on the New Coin worksheet doesn't appear to work.

[@christieboles]

When I have added all my transactions and my extra coins ID's etc, I hit refresh but my Dashboard shows each coin twice and doubles the Investment, Cost, and Token amounts. I am using Windows 10.

[@cryptodecrypted6651]

I have the same issue, but no fix.

[@eZeeExpress]

Hello Paula, Just discovered an error in the calculation of the acquisition cost. When entering a value in line 29 "Total Cost" it skews the AC by more than $3k

[@cryptokirbytrading6923]

Hit me up👆

[@alexanderstraus1130]

Is anyone able to get this to work on Excel for Macs?

[@PaulaWeb3andCrypto]

No, it wont work on a mac, sorry!

[@tombaye]

@@PaulaWeb3andCrypto is there a reason why it doesn't work on a mac?

[@Ucho]

I think its because MAC doesn't support the POWER QUERY. I know the beta version does but I cannot get it to work on there ethier.

[@lakegirlroxy9852]

Looks amazing however my excel is 2004 so it looks like I cannot use it?

[@cryptokirbytrading6923]

⬆️Questions can come in 👆

[@mxxx31]

This is a great and useful tool. I am looking for a file that can create a cake of my holdings and rebalancing my portfolio using a refresh button. Any idea of how can I get one?

[@MK-qs8sf]

Great content. I subscribe.

[@PaulaWeb3andCrypto]

Welcome aboard!