Track your entire crypto portfolio across exchanges and wallets. Includes position tracking, cost basis per coin, portfolio allocation, and DeFi position monitoring.
This tracker includes 4 sections covering everything you need.
Crypto held on exchanges like Coinbase, Kraken, or Binance.
| Asset | Exchange | Amount | Avg Cost (USD) | Current Price | Value (USD) | Gain/Loss % |
|---|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- | --- |
Crypto held in your own wallets — hardware wallets, MetaMask, etc.
| Asset | Wallet | Network | Amount | Cost Basis | Current Value |
|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- |
Liquidity pools, staking positions, and lending protocols.
| Protocol | Type | Assets Deposited | Current Value | Rewards Earned | APY |
|---|---|---|---|---|---|
| --- | --- | --- | --- | --- | --- |
| --- | --- | --- | --- | --- | --- |
Breakdown by asset and by location (exchange vs self-custody).
| Asset | Total Value | % of Portfolio | Location Breakdown |
|---|---|---|---|
| --- | --- | --- | --- |
| --- | --- | --- | --- |
Follow these steps to get the most out of this template.
List every crypto position across all exchanges, wallets, and DeFi protocols.
Record your cost basis — the total USD amount you spent to acquire each asset.
Update prices weekly (or daily during volatile periods) to track portfolio value.
Monitor your DeFi positions for impermanent loss and changing APY rates.
Review portfolio allocation to ensure you are not overexposed to any single asset.
Crypto investors holding assets across multiple exchanges and wallets.
DeFi participants who need to track positions across protocols.
Long-term holders (HODLers) who want to monitor cost basis and unrealized gains.
Anyone who has lost track of their crypto spread across different platforms.
This template is great for manual tracking, but Clarity automates everything for you. Connect your bank accounts, brokerages, exchanges, and wallets and see real-time data without entering a single number.
Record each wallet address and its holdings separately, then sum them for your total. Use blockchain explorers to verify balances. Clarity can connect to exchanges via API and read wallet balances on-chain automatically.
The IRS treats staking rewards as ordinary income at the fair market value when received. Record them as income events. Your cost basis in the received tokens is the fair market value at the time of receipt, which affects future capital gains calculations.
Track the value of tokens you deposited and compare to the current value of your LP position. The difference (accounting for earned fees) is your actual return. Impermanent loss is only realized when you withdraw from the pool.
Other templates you might find useful.
Crypto Cost Basis Spreadsheet
Track the cost basis of every cryptocurrency purchase for accurate tax reporting. Uses FIFO lot tracking with support for buys, sells, swaps, mining income, and airdrops across multiple wallets and exchanges.
TaxCrypto Tax Worksheet
Organize your cryptocurrency transactions for tax reporting. Tracks buys, sells, swaps, and income events. Calculates short-term and long-term capital gains using FIFO, and identifies potential wash sales.
CryptoDeFi Yield Farming Tracker
Track yield farming positions across protocols. Monitor APY, rewards earned, gas costs, impermanent loss, and net yield. Covers liquidity pools, lending, staking, and vault strategies.
Clarity connects to your financial accounts and automates what this template does manually. Real-time data, zero data entry, and AI-powered insights.