CoinAtlas is a company that provides you with a portfolio tracker for stocks and/or cryptocurrencies by providing the user with a template of google spreadsheet.

No, the user is obliged to make a copy of the template. CoinAtlas will not have access to the personal copy made by the user. If for whatever reason, the user decides to share his/her spreadsheet, then any information shared through that spreadsheet will be treated with the strictest confidence. CoinAtlas will never sell your information to any third party.

You can find the differences outlined at the homepage in the pricing section.

These are two different accouting methods used to calculate realized gains. FIFO stands for first in, first out and LIFO for last in, first out. Learn more about the difference and possible tax implications here.

In the CoinAtlas menu choose "Build Report" and then "FIFO" or "LIFO" as desired.

Go to Menu > View > Hidden sheets > Report. This will reveal a sheet called "Report". You will find useful information here, such as the total purchase cost (Total Buy), the total amount the asset was sold for (Total Sell) and howmuch profit or loss was made. See the screenshot below for more details.

No, this feature will be implemented in the future. However, there is a workaround:

  1.  Select the second row of the History sheet and click on the "filter" icon.
  2. Click on the arrow next to "Date" and sort the history sheet in ascending order.
  3. Make a duplicate of the history sheet.
  4. Delete the data that you wish to filter in the original history sheet. For example, delete all inputs before and after the year 2020.
  5. Run the build report function.
  6. Go to the "Report" sheet for the tax report (as described in other FAQ). This "Report" sheet now contains "filtered data".
  7. Once finished, copy/paste the data from the duplicate history sheet back to the orginal history sheet. Run the build report function again.

Change the limit inside the CoinMarketCap function, go to Menu > Extensions > App script > CoinAtlas > CoinMarketCap function). Specifically, in "const url = `https://pro-api.coinmarketcap.com/v1/cryptocurrency/listings/latest?start=1&limit=100`" change limit=100 to any other limit, e.g. 500. Note that this increases your calls per day and this means you might have to downwards adjust your trigger for this function. See other FAQ.

Go to Menu > App Script > NetworthCalculations > createTimeDrivenTriggers. Here you can adjust the minutes for a trigger. For example, you can change the CoinMarketCap trigger from every 5 minutes to every 15 minutes by changing "everyMinutes(5)" to "everyMinutes(15)" and clicking on "save project".

In the history sheet, fill in the quantity of the asset you received. Second, fill in the total price you paid for the asset, including all fees. If you have lost cryptocurrencies due to fees of transfer (e.g. wallet to exchange), then fill out the action "CryptoTransfer" as instructed below in this FAQ.

The action withdrawal is used to calculate the amount of cash per account. The action "CryptoTransfer" is used to take into account any coins lost due to transfer fees. For example, a user might pay 0.01 gas fees in ETH when transfering their holdings from their wallet to their exchange. In this case, the action "CryptoTransfer" must be filled in with a quantity of 0.01 and total must be left empty. In the sheet "Positions", which holds all current positions by the user,  the amount 0.01 ETH will be automatically deduced from the total.

Use the action "Stock Split" in the history sheet. Make sure to enter the correct date! Leave the quantity, total and price empty. Fill in the value of "stock split ratio". Repeat this process if a stock split occurs at a later date.

Go to Menu>Extensions>App Script>Triggers>click on "three dots" next to any function>delete all triggers. Go back to setup sheet, click on "activate trigger" only one time.

 

 

The formula used is the money-weighted average rate of return. You can find more information regarding this formula here.

Go to the sheet "Analysis of Portfolio". View the graph with "Account". Hover over your mouse to see the amount per account. It is possible to view the raw data by "unhiding" the sheet "Lookup Table" through the view menu.

No, this will break the calculations required to run the build report script.

You can change the "zoom" of the spreadsheet to make it fit your screen. It is present just below the menu. The spreadsheet might fit well on a 27 inch monitor but not on a laptop with a 15 inch screen.