Crypto Portfolio Tracker

A paper record of what you hold, what you paid, and how far each asset has drifted from the share you meant it to have. This free printable crypto portfolio tracker gives you a 10-row holdings log (asset, units, cost basis, wallet alias, notes) and a 6-row rebalance check for the review itself. The wallet column takes the alias you gave the wallet, never a key. It organizes your own records. It predicts no price and recommends no asset. For the move-by-move view of the same records, the wallet activity log printable covers when and where each transaction happened.

How to use this page: print both pages at 100% scale (the site chrome drops out on paper). On page 1, one row per asset, filled the day you buy or move units: the asset, the units you hold, what you paid for them, the alias of the wallet that holds them, and a note for anything a future you would need. On page 2, write the target % once per asset; on any review day, write the current % beside it and circle the drift mark when the two no longer agree. Keep the filled sheets private; they are your holdings history.

The sheet: 2 pages

Page 1 is the holdings log: 10 rows, one asset each, with cost basis written as what you paid rather than what it is worth today. Page 2 is the review: a 6-row rebalance check where the target % is written once and the current % is rewritten each time you sit down with the sheet, a TOTAL row that should end at 100, the three security reminders worth rereading before you move anything, and the honest note. The alias column never takes anything secret.

Matchbook Labs · printable · page 1 of 2

Crypto portfolio tracker — holdings

As of:

Wallet column: the alias you gave the wallet (like "burner-2"). NEVER a seed phrase or private key. Cost basis: what you paid, per your own records.

#AssetUnitsCost basisWallet aliasNotes
1
2
3
4
5
6
7
8
9
10

One row per asset, written the day the units land. Cost basis is what you paid, in whatever unit you keep records in. More than 10 assets? Print page 1 again and number the sheets.

Matchbook Labs · printable · page 2 of 2

Rebalance check

Reviewed:

#AssetTarget %Current %Drift
1
2
3
4
5
6
SumTOTAL

Target % is written once and reflects the share you chose, not a recommendation from this page. Circle the drift mark when the current % has moved off the target; the size of the gap goes in the Notes column on page 1. The Sum row is the check: both % columns should end at 100, the same check the spreadsheet's TOTAL row runs.

Security reminders — read before you move anything

1. Never share a seed phrase or private key. Support staff, admins, "verification" flows: no legitimate role ever asks for them. A message that asks is a scam, whatever name or logo it carries.

2. Test with a small transaction first. A new address, bridge, or wallet gets a small test send before anything larger moves. The test costs minutes; the alternative can cost the balance.

3. Verify URLs yourself. Type the address or open your own bookmark. Links in DMs and comments stay unclicked until you have checked where they lead.

This sheet organizes your own records. It holds no price claims, recommends no asset, and guarantees nothing about any market: the target % is yours, and the check only compares your records to it.

Four opinions on keeping a holdings log

  1. Name wallets by job, not by brand. (Opinion.) A row that says burner-2 still tells you where the asset lives a year later; a brand name tells you only what you bought it with. Give each wallet a job-based alias and write the scheme down once, so every row on the sheet stays readable without opening anything.
  2. Cost basis is a purchase-time fact. (Opinion.) "What did I pay" is answerable on buy day from your own records, and hard to reconstruct a year later from memory and screenshots. Write it when the units arrive; "what it is worth" is a different number, written on a different day, in the rebalance check.
  3. Never let a seed phrase near this sheet. (Opinion.) A holdings log lives on desks, in bags, in photos of desks and bags. Aliases belong on paper; recovery words belong nowhere a sheet goes. If the record needs a secret to be useful, the record is built wrong.
  4. The rebalance check measures; it does not order. (Opinion.) A circled drift mark says the current share has moved off the target you set. What, if anything, to do about it is a separate decision on a separate day. The sheet's job is to make the gap visible instead of vague.

What this page is

This is personal record-keeping, not financial advice. Nothing on it suggests an asset to buy, a price to expect, or a moment to sell; the target % on page 2 is yours to set, and the sheet only checks your records against it. Writing rows guarantees no return. The sheet exists so what you hold and what you paid is written down somewhere you can reread.

Where a spreadsheet fits

Paper holds a snapshot. When you want the arithmetic to keep running as you edit (cost basis, P/L, allocation % per asset), the same records move into the Web3 KPI Spreadsheet Pack. Verbatim from its README:

Five spreadsheet templates for people who juggle wallets, airdrops, DeFi positions, bounties, and trades. Works in Google Sheets and Excel. No add-ons, no API keys, no scripts. You type the numbers, the formulas do the math.

1-crypto-portfolio-tracker.csv — Multi-chain holdings (BTC, ETH, SOL, Base, L2s) with cost basis, P/L, and allocation % per asset

Portfolio Tracker: Cost Basis = quantity × buy price. Current Value = quantity × current price. P/L and P/L % update from those. Allocation % divides each asset's value by the total, and the TOTAL row checks the allocation column sums to 100%.

To add rows: insert them above the last data row, not below the TOTAL row, so the SUM ranges stretch automatically.

This is a bookkeeping tool, not financial advice. Nothing in it suggests what to buy, sell, or farm. Yields can and do go to zero.

Quoted verbatim from the Web3 KPI Spreadsheet Pack product README.

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