Portfolio tracker for crypto, stocks and other assets
Listing updated:September 27, 2024
Works with:
456
Overview
Track crypto, stock, and forex.
Keep full control of your data.
Calculate capital gains and income.
Latest crypto and stock prices.
FIFO, LIFO, HIFO, LOFO.
US and similar.
Free, open source.

LOT MATCHING

FIFO = First in first out.
LIFO = Last in first out.
HIFO = Highest cost basis first out.
LOFO = Lowest cost basis first out.
Additional information
PricingFree of charge
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WealthLedger will ask for the permissions shown below. Learn more
WealthLedger will need access to your Google account
This will allow WealthLedger to :
See, edit, create, and delete all your Google Sheets spreadsheets
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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Michael “Mike” DeBurgh
May 28, 2022
I installed this to use as a Crypto Trade Journal. At first glance it seemed a better choice than others I've researched and/or tried to use. However, I've run into some problems. 1. The Ledger sheet has columns under Debit and Credit for Wallets, however, I can't find where to change the pre-populated wallets to the wallets I use. 2. The Asset and Ledger sheets as well as the reports are pre-populated with crypto and stock symbols and associated pre-populated example data. I can't find where to change the pre-populated example stocks and crypto symbols to those I am concerned with and have those change reflect across all the appropriate sheets and reports. As it stands now with little information provided by the developer regarding how to adapt this for individual use I am finding it of little use since any data I input that doesn't match pre-populated assets and wallets is declared invalid and isn't reflected in reports and the reports are contaminated with unwanted data I don't know how to remove. If I can receive instruction from the developer about how to remove and change data to reflect my use I think I'll find this of great use. Until then... no. I have sent an inquiry to WealthLedger, the developer, and am still waiting for response. I sent it Friday UTC +9, so perhaps I'll hear something as the next week opens.
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