Crypto Holdings Manager
The Crypto Holdings Manager helps you track and manage all your crypto assets, trades, and portfolio balances directly in Notion.
About template
The Crypto Holdings Manager Notion template allows you to log all trades, monitor holdings, and view portfolio balances in one place.
It’s faster and easier than starting from scratch.
The template is simple enough for beginners but flexible for advanced users who want detailed dashboards and calculations.
You can review gains, losses, and allocations quickly.
It’s free from NimbleGot and ready to use immediately.
What's Inside
Holdings tracker
See all coins and tokens in one place
Trade log
Record buys, sells, and transfers
Portfolio dashboard
Monitor total value, profit/loss, and allocations
Exchange overview
Track where each asset is stored
Watchlist
Follow coins or tokens for potential trades
Notes section
Store strategies, insights, or reminders
Key Features
Track all crypto assets, trades, and portfolio balances efficiently
Organize holdings by coin, exchange, or portfolio segment
Visualize profits, losses, and allocation trends
Automate calculations like total value and average cost
Customize dashboards to suit your workflow
Share setup with friends, teams, or accountants
