https://docs.google.com/spreadsheets/d/1GRXvCNRUOQzfnHRLLw-Y7nIA4quivnQoYe_aB1a6Gc4/edit?usp=sharing
I’ve spent a very very long time getting this spreadsheet working and its finally presentable, this will call coingecko api data to update prices and historical price data in the transactions tab. As well as call the information for the icons and supply information in the portfolio tab. it does autorefresh with triggers to call the functions to update the portfolio page with price data and the api calls, in the transactions tab i made it so you can put in your specific transactions by hand, liqudity pools are manually entered as well, i basically dont want to hook up wallet services to a spreadsheet.
It’s free for anyone to use, just make a copy an authorize it, and if you see anything that’s wrong math/code wise please let me know, the one thing i cant figure out is how to make the graph represent historical data (not sure if you can build a linechart when the data is separated into different columns), but other than that the rest of the sheet works fine. Calling the sparklines on the currencies in a separate api call was the only way to make those work for anyone asking. If you delete anything in the transactions tab you have to re copy the lines in chart data for the linechart to work. The liquidity pools and the NFT sections were a work in progress but they do enough of a job to work, you do need to know how to put in api information though with the specific exchange you use for NFTs but i made it flexible either way.
What i basically do is i run a reactapp in vscode and i import the iframe of the spreadsheet to display on a second monitor that displays all day, i open the spreadsheet up in a pinned tab and i autorefresh with an extension 4 times a day (im sure i could do it more frequently but i dont want to rate limit from google), then i use the autorefresh extension to refresh the react app page every 30 minutes (although im sure i could just do that in vscode lol), anyway i wanted to be able to see what goes up and all my assets at once and basically nothing does that, i am turning this project into a full application but the coding on that is taking basically forever and will take quite a bit of time.
I feel like every project approaching portfolio managers is doing it backwards, imo wallet and exchange integrations should be done last after the full functionality of a manual portfolio manager is hashed out. I’m sure theres stuff i could fix or improve so im looking for feedback if anyone has any.
This does take some prior knowledge of spreadsheets to work but if you have any questions just dm me, i uploaded a photo of the dashboard but not sure if its going to show up here.
submitted by /u/Character-Dot-4078
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