Fund Administration & Portfolio Tracking
Automation in Google Sheets
Automation in Google Sheets
- Portfolio tracking for cryptocurrencies, stocks, fiat, or any custom asset
- Accounting for shares of investors by mutual units
- Free real-time market rates for crypto and stocks
- Auto-sync balances from crypto wallets and exchanges
- Performance/entry/redeem/management fees accounting
- Recording of portfolio snapshots and performance
- Auto-publishing specific sheets to public spreadsheet
- Portfolio rebalancing, telegram notifications, and more...
Pull balances and market rates to your spreadsheet
30+
,Integrations
Binance, Bittrex, Bitfinex, Bitmex, Bybit, Kraken, HitBTC, KuCoin, Poloniex, FTX, OKEX, Coinbase, Coinbase PRO, 3commas, MyFXBook, Bitcoin, Ethereum, BSC, Avalanche, xDai, Polygon, Fantom, HECO, Optimism, OEC, Arbitrum, CELO, Moonriver, Cronos, Boba, Metis, BitTorrent, Aurora, Moonbeam balances with tokens and DeFi positions
Binance, Bittrex, Bitfinex, Bitmex, Bybit, Kraken, HitBTC, KuCoin, Poloniex, FTX, OKEX, Coinbase, Coinbase PRO, 3commas, MyFXBook, Bitcoin, Ethereum, BSC, Avalanche, xDai, Polygon, Fantom, HECO, Optimism, OEC, Arbitrum, CELO, Moonriver, Cronos, Boba, Metis, BitTorrent, Aurora, Moonbeam balances with tokens and DeFi positions
10 000+
Cryptocurrencies
New coins are adding automatically.
Reliable median price from multiple sources.
New coins are adding automatically.
Reliable median price from multiple sources.
25 000+
Stocks
New stocks are adding automatically.
Stocks & crypto have conventional name mapping to avoid collisions.
New stocks are adding automatically.
Stocks & crypto have conventional name mapping to avoid collisions.
How it Works?
Add-On loads into your Google Spreadsheet a set of templated sheets with UI for Portfolio Tracking, Fund Admininstration, Fund Management and Fund Accounting automation.
Add-On utilizes Google Apps Scripts for obtaining real-time market rates, balances from crypto wallets and exchanges, sending Telegram notifications, etc.
All data in your Google Spreadsheet remains private and secured. API keys which are used to sync balances do not leave your spreadsheet and stored in the Google's PropertiesService. Add-on's source code was verified by Google and can be accessible by request here.
Add-On utilizes Google Apps Scripts for obtaining real-time market rates, balances from crypto wallets and exchanges, sending Telegram notifications, etc.
All data in your Google Spreadsheet remains private and secured. API keys which are used to sync balances do not leave your spreadsheet and stored in the Google's PropertiesService. Add-on's source code was verified by Google and can be accessible by request here.
Powerful Back-Office of your Investment Fund
Automated
All Fund's processes are as automated as possible: balances sync, portfolio tracking, entrance to the fund, redeem, transfer shares, fees taking, performance recording, reporting, etc.
Universal
Suitable for all Investment Assets. You can track any custom asset by manual entry or automate price pulling by functions like GOOGLEFINANCE
Customizable
Use the flexibility and power of Google Spreadsheets. We provide professional templates, but you are free to build something yours around.
Private & free-hosted
No third party servers or databases except your Google account. Maintain Investment Fund in your private Google Spreadsheet for free.
Free vs Premium features
Free
Forever
Portfolio tracking
Use Add-on - Real-time market rates for 5000+ cryptocurrencies
- Accounting of investors
- Entrance/Redeem/Transfer Fund's shares
Premium 1 month
$19
- All from free +
- Market rates for stock market
- Auto-sync balances from wallets and exchanges
- Entry/redeem/performance fees
- Recording of historical Fund's performance & portfolio snapshots
- Reporting to public spreadsheet
- Telegram notifications
- Rebalancing tab
Premium 1 year
$179 (-20%)
- All from free +
- Market rates for stock market
- Auto-sync balances from wallets and exchanges
- Entry/redeem/performance fees
- Recording of historical Fund's performance & portfolio snapshots
- Reporting to public spreadsheet
- Telegram notifications
- Rebalancing tab
Reviews
- Alexey PopovCEO & Fund Manager at Rubus FundGreat tool for crypto fund for automation of many processes which we must do by hand regularly. I really like it. Thank you!
- Alex SmirnovCEO at PhenomThis add-on is truly amazing. It rapidly simplified the way we manage both of our funds - crypto and classic stock. All balances are automatically retrieved through APIs, rebalance sheet allows us to properly perform rebalancing without the hustle of complicated calculations. Another advantage is that you customize spreadsheet for your own needs, make reports and add any kind of assets, e.g. real estate.
Many thanks to the developers. This piece of software definitely worth its price - Dino CalhaFund Manager at a private fundI have recently signed up to use this software to manage my fund and I honestly couldn't be happier!! It is user friendly and the support I received from the developers was unmatched. Anytime I had a query they were there to answer my questions which really made my life easy. I definitely recommend this product to anyone who is looking for fund management software.
How to start?
Watch the "Quick start" video
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