2) Interface overview

The step-by-step tutorial to master Crypto Excel.

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I) Interface in 3 parts

1. TRANSACTIONS At the bottom right: your transactions history

2. PORTFOLIO At the top, all your wallet data.

   • Each row corresponds to a cryptocurrency in your portfolio.

   • The columns display different metrics, each of them are regrouped into 4 subsets.

3. DASHBOARD Finally, at the bottom left, you can find your portfolio's key metrics :

   • Your current capital balance and profitability.

   • Your deposits and withdrawals.

   • 2 assets allocation graphs.

Overview of the web app

When you log in for the first time, no data has been imported.

As a result, your dashboard looks more like this:

Crypto Excel without data, on your first login

We'll cover how to fill in your dashboard in the next section 3) Add and edit transactions

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II) Buttons and selector switches

At the top right of your portfolio app, are located the buttons to interact with your dashboard.

Buttons and selector switches

Buttons

• Add transaction More infos here -> 3) Add and edit transactions

• Strategy More infos here -> 4) Set up exit positions

• Sell alerts More infos here -> 5) Generate automated positions and 6) Get notified by sell alerts

Selector switches

• Language selector

  • English

  • French

• Currency selector

  • US Dollar (USD / $)

  • Euro (EUR / €)

  • Pound sterling (GBP / £)

  • Swiss franc (CHF / F)

  • Canadian dollar (CAD / $)

• Day/night mode (Light mode or Dark mode)

• Hide small quantities (coming soon) Hides all cryptocurrencies with a current capital of less than $10.

• Extended wallet Expands the wallet on the lower part of your dashboard and allows you to display more cryptocurrencies.

• Fullscreen mode This command extends the display of the web app within your web window ; therefore, it shows more cryptocurrencies within your wallet.

• Login button With a quick link to the documentation: https://crypto-excel.gitbook.io/documentation/ As well as access to your subscription management: https://billing.stripe.com/p/login/9AQbK5495bJo14AdQQ

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III) Transactions

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

Feel free to change the sort order by clicking on each column heading.

To display the video below fullscreen, double-click or press the “F” key.

Find more details on transactions in the section 3) Add and edit transactions

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IV) Portfolio

By default, the cryptocurrencies in your wallet are sorted in order of addition.

In the same way as the video above, you can change the sorting order by clicking on any column header you want.

Portfolio overview

Here is displayed all the information for each cryptocurrency.

For greater readability, these elements are decomposed into 4 parts.

PORTFOLIO

• Name and symbol of the cryptocurrency

• The quantity of tokens you currently hold

• Its market capitalization and rank among all cryptos

• The percentage of your portfolio invested in this crypto

MARKET PRICES

• The average purchase price at which you bought this cryptocurrency.

• Its current price

• The All Time High, the highest price that it has reached

PERFORMANCE

• The capital you currently own in this cryptocurrency

• The profit or loss on this position (calculated by comparing the current price with your average purchase price)

OBJECTIVES

• TP stands for "Take-Profit", it relies to the treshold on which you take a profit on a winning position.

• SL stands for "Stop-Loss", it relies to the treshold underneath which you cut a losing position.

In the TP1, TP2, TP3 and SL columns, you can configure 3 profit takes per cryptocurrency, as well as a loss threshold.

Further details on these columns can be found in 4) Set up exit positions

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V) Dashboard

Here, you can track the evolution of your capital by clicking on the graph icon.

To display the video below fullscreen, double-click or press the “F” key.

Evolution of your portfolio balance

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Feel free to comment if you have any questions. We'll keep improving this documentation based on your feedback.