Arabic Crypto Portfolio Management Dashboard Template

This Excel workbook is a complete, Arabic‑language solution for anyone who wants to keep a tight grip on their cryptocurrency holdings. It is organized into eleven interconnected sheets, each serving a specific purpose while feeding data into the central Portfolio and Dashboard views.

Sheets Overview

• Transactions – Log every buy or sell with fields for ID, coin name, type, quantity, price, total, date, exchange, wallet and notes. All downstream calculations pull from this sheet.
• Portfolio – Shows a live snapshot of each coin: current amount, average purchase price, total cost, market price, current value, profit/loss, ROI, target amount, progress, strategy, priority, rating, alerts and comments. Formulas update automatically as you add new transactions.
• Prices – Pulls market rates via an API (or lets you enter a manual price). The final price column chooses the manual entry when present, otherwise the API value.
• Dashboard – Summarizes total investment, current value, overall profit/loss and ROI. Includes pie charts for asset class distribution, exchange distribution, and bar charts for the top‑5 gainers and losers.
• Airdrops – Tracks upcoming airdrop opportunities with project, network, status, type, requirements, expected quantity, estimated price and value.
• SmartMoney – Records whale moves, linking them to your portfolio to spot potential market signals.
• Zakat – Calculates the obligatory 2.5 % Zakat on the total portfolio or only on long‑term holdings, based on your selection.
• Insights – Highlights the highest profit, biggest loss, most concentrated position and generates alerts for threshold breaches.
• Lists – Holds dynamic drop‑down lists for categories, exchanges and wallets that feed into other sheets, making data entry consistent.
• Guide – Provides step‑by‑step instructions on how to enter data, interpret results and customize the workbook.
• Tools – Curated links to market sites, whale‑tracking services, analysis platforms and news feeds.

Why It’s Useful Managing crypto assets manually quickly becomes chaotic: prices change, transactions multiply, and tax or Zakat obligations are easy to overlook. This template automates all calculations, keeps every entry in one place, and visualizes performance so you can spot trends, assess risk, and make informed decisions without switching between multiple apps. Conditional formatting instantly flags profitable positions in green and losing ones in red, while protected cells prevent accidental overwriting of formulas.

Who Benefits The workbook is ideal for individual investors, traders, and small‑scale fund managers who prefer a spreadsheet‑based approach and need Arabic language support. It works equally well for beginners who want a guided structure and for seasoned traders who need detailed analytics and quick access to market data.

What It Tracks and Produces Every transaction, current holdings, market price, profit/loss, ROI, Zakat liability, airdrop prospects, whale activity and strategic insights are captured. The Dashboard delivers a concise, at‑a‑glance view of portfolio health, while the Portfolio sheet provides granular detail for each coin.

How to Use

1. Open the Transactions sheet and record each buy or sell, selecting the coin, exchange and wallet from the drop‑down lists.
2. Switch to the Prices sheet to let the API pull the latest rates or manually enter a price if you have a preferred source.
3. Review the Portfolio and Dashboard sheets – all numbers update automatically, and charts refresh to reflect the new data.
4. Use the Zakat sheet to compute your charitable obligation and the Insights sheet to see alerts for high‑risk or high‑reward situations.

Expected benefits: streamlined data entry, instant performance snapshots, reduced manual calculations, and clearer insight into tax/Zakat duties, saving you hours each month.