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2) Exploring the dashboard

The step-by-step tutorial to get started with Crypto Excel.

I) Interface

  • When you log in for the first time, no data is present.

  • Your dashboard will fill up as soon as you add your first transaction (see 3) Add and edit transactions).

The dashboard when you first log in
The dashboard once filled out
The dashboard once filled out

  • You can adjust the zoom level depending on your screen resolution:

    • On Windows and Linux : press Ctrl + +/– (or Ctrl + the mouse wheel).

    • Mac : press ⌘ + +/– (or ⌘ + the mouse wheel).

  • Zooming out allows you to display more rows in the Portfolio section, if you hold a large number of cryptocurrencies.

Transactions

  • Your transaction history is displayed at the bottom right.

    • By default, transactions are sorted from most recent to least recent.

    • Feel free to change the order by clicking on the column headers.

Double-click or press the “F” key to display the video in full screen.

More information is available in the section 3) Add and edit transactions.

Portfolio

  • The upper section contains your portfolio data.

    • Each line corresponds to a cryptocurrency you hold, to a currently open position.

    • The different columns show different metrics, which are grouped into four subsets.

  • By default, the cryptocurrencies of your portfolio are sorted by date added.

    • Here too, as in the previous video, you can change the order by clicking on any column header of your choice.

To prioritise the most important cryptocurrencies, we recommend sorting your table in descending order according to one of the following two metrics:

  • Profit /Loss

  • Share

Portfolio overview

For clarity, cryptocurrency metrics are divided into 4 sub-sections.

  1. PORTFOLIO

  • Name and symbol of the cryptocurrency.

  • Quantity of tokens currently held.

  • Market capitalization and ranking.

  • Percentage (%) of the cryptocurrency in your portfolio.

  1. MARKET PRICES

  • Purchase price (average) of the cryptocurrency.

  • Current price (updated every 10 minutes).

  • Record price reached (or “ATH”: All Time High).

  1. PERFORMANCE

  • Capital currently held.

  • Profit / Loss on the position.

  1. OBJECTIVES

  • TP1-2-3 (“Take-Profit” 1-2-3): Take-Profit threshold on a winning position.

  • SL (“Stop-Loss”): limit threshold to cut a losing position.

More information is available in the section 4) Set up exit positions.

Highlights

Finally, at the bottom left, you will find the main indicators for your portfolio:

  • 2 Portfolio allocation graphs

    • Assets

    • Exchanges

  • Current balance

    • Current amount of your capital

      • Displays the total value of your portfolio, including unrealized gains or losses on your open positions.

    • 1H - 24H - 1M change

      • Indicates how your capital has evolved over the past 1 hour, 24 hours, and 30 days, based on market fluctuations.

    • Capital evolution chart

      • by clicking the icon in the bottom right corner.

Double-click or press the “F” key to display the video in full screen.

Evolution of your portfolio balance

  • Deposits

    • Represent the total invested capital, i.e. the amounts you have injected into your portfolio.

  • Withdrawals

    • Correspond to the capital you have withdrawn from the market by selling cryptocurrencies and converting your profits into fiat money (euros, dollars, etc.)

Deposits and withdrawals do not include swaps between cryptocurrencies or transfers between exchanges or wallets, as these do not represent real inflows or outflows of capital.

  • Profitability

    • Calculating your gains

      • Your gains represent the overall performance of your portfolio.

      • Gains = Current balance - Deposits + Withdrawals

      • Example with the data below:

      • Gains = 22,361 - 6,058 + 4,147 = $20,449

    • Calculating your profitability

      • Your return expresses the percentage of gain (or loss) relative to the amounts you have invested.

      • Profitability = -1 + (Deposits + Gains) / Deposits

      • or expressed differently:

      • Profitability = -1 + (Current balance + Withdrawals) / Deposits

      • Example with the data below:

      • Profitability = -1 + (22,361 + 3,565) / 6,058 = +338%

Example of metrics displayed in the Highlights section
Example of metrics displayed in the Highlights section

Profitability therefore takes into account:

  • Realized gains or losses from your withdrawals.

  • Unrealized gains or losses on your open positions, reflected in your current balance.

The 30% flat tax applied to Withdrawals is not taken into account in the calculation of Profitability.

II) Buttons and icons

Several buttons and icons are located at the top right-hand corner of the dashboard.

Buttons and icons

Buttons

Icons

  • Language selector

    • English

    • French

  • Currency selector

    • US Dollar (USD / $)

    • Euro (EUR / €)

    • Pound sterling (GBP / £)

    • Swiss franc (CHF / F)

    • Canadian dollar (CAD / $)

  • Appearence: Light / Dark mode

    • Light theme

    • Dark theme

  • Hide small amounts

    • Hides all cryptocurrencies with a value of less than $10.

  • Extended wallet

    • Expands the wallet at the bottom and display more cryptocurrencies.

  • Full screen

    • Displays your web window in full screen mode.

  • Incognito mode

    • Hides the amounts on your dashboard and the exchanges / wallets where your cryptocurrencies are held.

Please feel free to ask questions if you need to. We will continue to expand this documentation based on your feedback.

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