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Template Description
Why did I create this template?
This template idea resulted from the personal pain point of wanting to know the total invested and the returns in our crypto investment.
What's inside the template?
At the top, the template shows the crypto wise Invested and its Current value at the right and a summary of the total Invested, Current value and Returns stats on the left.
Crypto details are shown next which mentions the Total Bought, Total Sold, Current Holdings, Invested and other fields giving the user a clear picture of all the aspects of their investments.
The My Orders section is where the user makes an entry whenever he buys or sells a crypto.
The List of all crypto currencies section is a configuration table where the all the currencies are listed.
How to use the template?
- Start by deleting the entries in the Orders table (as it is dummy data)
- Add crypto in the List of all crypto currencies section as needed
- Enter your first buy / sell order entry by going through the instructions mentioned under 'Instructions to add a Buy order entry’ and ‘Instructions to add a Sell order entry’.
- Once you do this, you can see your Crypto details and Stats at the top of the page change. Also remember to update the Last Price of the currency to its latest value to get right Current Value amount.
What are the benefits of the template?
The main benefit of the template is the Invested and its Current value field shown at the top of the page giving the user a quick status of his investments.
Also a crypto wise split up of - Total Bought, Total Sold, Current Holdings, Total Buy Amount, Total Sell Amount and various other fields give the user a very detailed picture of all his investments.
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