Crypto Portfolio Pro — Complete Cryptocurrency Investment Tracker for Notion

Stop Losing Track of Your Crypto Investments

Managing cryptocurrency across multiple exchanges and wallets is chaos. You're switching between Binance, Coinbase, Metamask, checking different apps, manually calculating returns, and still can't see your complete portfolio picture at a glance.

This Notion template solves that problem.

What You Get:

A complete crypto investment command center that automatically tracks:

✅ Crypto Holdings — Every coin/token with real-time performance metrics

✅ Transactions — Complete buy/sell/swap history with automatic calculations

✅ Multi-Account Support — Exchanges, hot wallets, cold wallets, DeFi in one dashboard

✅ Watchlist — Tokens you're considering with target prices and alerts

✅ Performance Analytics — 17+ charts, allocations, and profit/loss analysis

✅ Crypto Resources — Events calendar, news, learning library, and glossary

Key Features:

📊 Holdings Dashboard

• Track all crypto positions in one centralized view
• Automatic cost basis and market value calculations
• Real-time profit/loss tracking ($ and %)
• Weighted average buy price with smart formulas
• Holdings quantity calculated from transactions
• Realized vs. unrealized gains tracking
• Investment age and last trade date
• 24-hour price change monitoring
• Daily gainers and losers views

💼 Multi-Account Management

• Manage unlimited exchanges and wallets (Binance, Coinbase, Kraken, etc.)
• Track hot wallets, cold wallets, hardware wallets, DeFi accounts
• Holdings value and cash balance per account
• Total portfolio value with gain/loss calculations
• Visual charts showing account allocation
• Transfer tracking between accounts
• Transaction count per account

🔄 Transaction History

• Support for 8 transaction types: Buy, Sell, Transfer In, Transfer Out, Swap, Staking Rewards, Airdrops, Fees
• Automatic total amount calculations with correct signs
• Fee tracking and impact on returns
• Date-based grouping and sorting
• Filter by transaction type, account, or coin
• Calendar view of all trades
• Transaction status tracking (Pending, Processing, Completed, Failed)
• Blockchain transaction hash/link storage

⭐ Watchlist

• Monitor tokens you want to buy or sell
• Set target prices and price alerts
• "At Target Price" formula flags opportunities automatically
• Organize by priority (High/Medium/Low)
• Group by network, type, or action type
• Status tracking (Watching/Ready to Execute/Executed/Passed)
• Visual cards with token overview
• Current vs. target price comparison

📈 Analytics & Performance (17+ Charts)

• Portfolio summary with key metrics
• Holdings by Network breakdown (Bitcoin, Ethereum, Solana, etc.)
• Holdings by Type breakdown (Coin, Token, Stablecoin, DeFi, NFT)
• Market Value vs. Cost Basis comparisons
• P/L by holding ($ and %)
• Portfolio value by account
• Gain/Loss by account
• Accounts by type distribution
• Transaction volume by type
• Total fees by type
• Transaction timeline (monthly)
• Fees over time (monthly)
• Top performers ranking
• Daily market movers (gainers and losers)

📚 Crypto Resources Hub

• Events Calendar — Track airdrops, AMAs, token launches, partnerships, conferences
• Crypto News — Save articles and market insights
• Resources — Useful tools, exchanges, wallets, websites
• Learning Library — Tutorials and guides with difficulty levels
• Glossary — Key crypto terms and definitions

What's Inside:

10 Interconnected Databases:

1. Holdings — Crypto positions with 28 properties including formulas for quantity, avg cost, cost basis, market value, P/L, realized/unrealized gains, day gains, investment age
2. Transactions — Complete trade history with automatic amount calculations supporting 8 transaction types
3. Accounts — Exchange and wallet management with 22 properties including holdings value, cash balance, total gains, transaction counts
4. Portfolio Overall — Aggregated metrics with best/worst performers, total gains, asset counts
5. Watchlist — Opportunity tracking with target prices, alerts, and status management
6. Events — Crypto events calendar with date, type, and network tracking
7. News — Article tracking with categories and read status
8. Resources — Links to useful crypto tools and websites
9. Learning Library — Educational content with difficulty levels
10. Glossary — Crypto terminology database

30+ Database Views:

• Holdings: All Holdings, Top Performers, By Account, By Type, By Network, By Status, Portfolio Cards, Daily Gainers, Daily Losers
• Transactions: All Transactions, Recent (7 days), By Type, By Account, Calendar, Complete History
• Accounts: All Accounts, Active Accounts, By Type, By Status, Account Cards
• Watchlist: All Watchlist, Price Alerts, By Network, By Priority, By Status
• Analytics: 17 chart views (column, bar, donut, line)
• Resources: All, By Category, Favorites, Upcoming Events, Latest News

Multiple View Types:

• 📋 Table views for detailed data analysis
• 📅 Calendar views for events and transaction scheduling
• 🖼️ Gallery views with visual token/account cards
• 📊 Board views grouped by status, priority, network, type
• 📈 Chart views (donut, column, bar, line) for visual analysis

Pre-Built Pages:

• Main Dashboard — Quick actions, account overview, portfolio overall, holdings snapshot, recent transactions
• Holdings — Complete crypto positions with daily performance tracking
• Portfolios — Account management with 4 analytics charts
• Transactions — Full trade history with multiple filtered views
• Watchlist — Tokens you're monitoring with price alerts
• Analytics — 17 charts across holdings, accounts, and transactions
• Crypto Resources — Events, news, resources, learning, glossary
• Backend — Database management hub (all 10 databases accessible)

Sample Data Included:

• 14 crypto holdings (BTC, ETH, SOL, ADA, XRP, LINK, and more)
• 6 accounts (Binance, Coinbase, Trust Wallet, Ledger, MetaMask, Kucoin)
• 20+ completed transactions showing the system in action
• Watchlist items with target prices
• Sample events, news, and resources
• See exactly how everything works before customizing

Perfect For:

• 🚀 Active Traders tracking multiple crypto positions
• 💎 HODLers building long-term crypto wealth
• 🏦 Multi-Exchange Users managing assets across platforms
• 🔐 Security-Conscious Investors using multiple wallets
• 📊 DeFi Enthusiasts tracking complex portfolios
• 🔍 Anyone serious about organized crypto management

Quick Setup (30 minutes):

1. Duplicate the template to your Notion workspace
2. Explore the sample data to understand the system
3. Add your exchanges and wallets with starting balances
4. Record your existing crypto holdings
5. Log your historical transactions (optional)
6. Set up your watchlist with target prices
7. Add events and resources you want to track
8. Start monitoring your portfolio growth!

Detailed video tutorials and setup guide included.

Why This Template?

💰 Make Better Decisions — See your complete portfolio picture and identify opportunities

📊 Track Performance — Know exactly how each coin is performing with automatic calculations

🎯 Never Miss Opportunities — Watchlist alerts when tokens hit your target price

⏱️ Save Time — Stop juggling multiple apps and spreadsheets

😌 Reduce Stress — One dashboard for your entire crypto portfolio

📈 Visualize Everything — 17+ charts make complex data easy to understand

What You'll Receive:

✓ Complete Crypto Portfolio Pro Notion template (duplicate & use immediately)

✓ 10 interconnected databases with 70+ advanced formulas

✓ 30+ pre-configured views (table, board, gallery, calendar, chart)

✓ 8 navigation pages for easy access

✓ Sample portfolio data with 14 coins and 20+ transactions

✓ Video tutorials for setup and customization

✓ Step-by-step guide

✓ Free 10-minute setup call

✓ Lifetime access (no subscription)

✓ Future updates included free

Technical Requirements:

• Notion account (Free or Paid — both work perfectly!)
• Compatible with desktop, tablet, and mobile apps
• No coding or spreadsheet knowledge required
• Fully customizable to match your investment style

FAQs:

Q: Will this work on Notion's Free plan?

A: Yes! All features work on both Free and Paid Notion plans.

Q: Can I add more coins or exchanges?

A: Absolutely! Add unlimited cryptocurrencies, exchanges, wallets, and transactions.

Q: Does this connect to my real exchange account?

A: No, this is a manual tracking system. You input your data, and the template calculates everything automatically. This keeps your exchange accounts secure.

Q: Can this track stocks or other assets?

A: This template is optimized for cryptocurrency. Check out my Stock Portfolio Pro for stock tracking!

Q: Is this a one-time payment?

A: Yes! Pay once, use forever. No subscriptions or recurring fees.

Q: Can I track different currencies?

A: The template uses $ by default but can be customized for any currency (€, £, ¥, etc.). Message me after purchase for free currency setup.

Q: I'm new to Notion. Is this easy to use?

A: Yes! Includes sample data, video tutorials, and a step-by-step guide to get you started.

Q: Can I track realized and unrealized gains?

A: Yes! The template automatically calculates both unrealized gains (current holdings) and realized gains (from sells).

Q: Does it support staking rewards and airdrops?

A: Yes! The transaction system supports 8 types, including Staking Rewards and Airdrops.

Q: Do you offer support?

A: Yes! Email support included, plus a free 10-minute setup call to help you get started.

Get Started Today

One-time payment: $15

That's less than one month of a portfolio tracking app subscription — but this gives you lifetime access to a professional crypto investment management system.

Click "I want this!" to take control of your crypto portfolio.