{"id":18781599,"url":"https://github.com/aboutlo/crypto-index-fund","last_synced_at":"2025-07-25T20:37:53.358Z","repository":{"id":52002681,"uuid":"115805658","full_name":"aboutlo/crypto-index-fund","owner":"aboutlo","description":"A DIY crypto index fund based on Google spreadsheet and Coinmarketcap APIs","archived":false,"fork":false,"pushed_at":"2022-12-06T19:51:54.000Z","size":1153,"stargazers_count":31,"open_issues_count":3,"forks_count":6,"subscribers_count":2,"default_branch":"master","last_synced_at":"2023-03-14T12:25:17.401Z","etag":null,"topics":["btc","cryptocurrency","finance","google-spreadsheet","javascript"],"latest_commit_sha":null,"homepage":null,"language":"JavaScript","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":"mit","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/aboutlo.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":null,"license":null,"code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null}},"created_at":"2017-12-30T15:31:04.000Z","updated_at":"2023-02-14T18:33:56.000Z","dependencies_parsed_at":"2023-01-23T15:00:11.161Z","dependency_job_id":null,"html_url":"https://github.com/aboutlo/crypto-index-fund","commit_stats":null,"previous_names":[],"tags_count":null,"template":null,"template_full_name":null,"repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/aboutlo%2Fcrypto-index-fund","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/aboutlo%2Fcrypto-index-fund/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/aboutlo%2Fcrypto-index-fund/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/aboutlo%2Fcrypto-index-fund/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/aboutlo","download_url":"https://codeload.github.com/aboutlo/crypto-index-fund/tar.gz/refs/heads/master","host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":223585897,"owners_count":17169388,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2022-07-04T15:15:14.044Z","host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["btc","cryptocurrency","finance","google-spreadsheet","javascript"],"created_at":"2024-11-07T20:32:47.237Z","updated_at":"2024-11-07T20:32:47.753Z","avatar_url":"https://github.com/aboutlo.png","language":"JavaScript","funding_links":[],"categories":[],"sub_categories":[],"readme":"# Crypto Index Fund\n\nA DIY crypto index fund based on Google spreadsheet and [Coinmarketcap](https://coinmarketcap.com/api/) APIs\n\n\u003cimg src=\"screenshots/spash.png\" height=\"300\"\u003e\n\n## Features\n\n* Prices updated from [Coinmarketcap](https://coinmarketcap.com)\n* Automatically rebalancing based on target allocations\n* Configurable the Fiat currency (e.g. EUR or USD )\n* Adding recurring deposits to your crypto portfolio\n* Configurable _Hard Cap_ to avoid BTC or other currencies dominance\n\n## Disclaimer\n\nI'm **not** a trader and I don't have any professional finance experience.\nUse the spreadsheet at own risk.\n\n## Assumptions\n\n* I did this as an exercise to learn more about the Crypto currencies market\n* The most important signal used to calculate the target allocation it's the currency market cap.\n* I prefer [rebalancing](https://en.wikipedia.org/wiki/Rebalancing_investments) rather then betting / trading based on rumors / news / gut\n* Rebalancing helps you to sell high and buy low, it takes the emotion out of trying to call the bottom or the top.\n* _Hard cap_ is a way to avoid BTC to be too large in your portfolio.\n* Crypto market has an **high** volatility do rebalance at least a couple of time per month or when you hit the _Rebalance warning_ limit\n* Coinmarketcap APIs provide the currency average price. You could have significant discrepancy from their data and you exchange\n\n## Conventions:\n\n* Green fields are the inputs. Aka edit only them.\n* Blue fields are calculated. they represent the actionable actions (E.g buy or sell # coins)\n\n## How to start the portfolio\n\n* Make a copy of the [Crypto Index Fund](https://goo.gl/v7ViJC) (aka a Google spreadsheet)\n* Adding or remove your currencies (_Asset Name_ aka column _B10_ )\n* Configure _Fiat Currency_ (e.g. USD or EUR)\n* Configure the _Hard Cap_ (e.g. 15% with 10 currencies, 10% with 20 currencies, etc )\n* Configure the _Rebalance warning_ (e..g. 5%).\n* Populate the spreadsheet. From the menu click on _Crypto Portfolio_ =\u003e _Refresh_\n* Give the required permissions to run the script\n\n### Authentication required\n\n\u003cimg src=\"screenshots/1_auth_required.png\" width=\"300\"\u003e\n\n### App not verified\n\n\u003cimg src=\"screenshots/2_app_not_verified.png\" height=\"300\"\u003e\n\n### Go to CC import\n\n\u003cimg src=\"screenshots/3_go_to_CC_import.png\" height=\"300\"\u003e\n\n### Permissions\n\n\u003cimg src=\"screenshots/4_permissions.png\" height=\"300\"\u003e\n\n_notice:_ I know, all those permissions are scary. Double check in the `src/index.js` how it works :)\n\n## How to re-balance the portfolio\n\n* Add or adjust the recurring deposits aka _K3_ column\n* Refresh the data. From the menu click on _Crypto Portfolio_ =\u003e _Refresh_\n* For each currency pick _# of coins to buy or sell_ and execute the order on your exchange\n\n## Alternatives\n\n* [crypto20.com](https://crypto20.com/)\n* [crypto-sheets](https://github.com/saitei/crypto-sheets)\n\n## Credits\n\nA nice post [Portfolio Reblancing Tool](https://steemit.com/cryptocurrency/@thorthur22/portfolio-reblancing-tool-using-google-sheets-quadruple-your-earnings)\n\nThe super cool [Crypto20 Whitepaper](https://static.crypto20.com/pdf/c20-whitepaper.pdf?_ga=2.92950557.1013622623.1514504485-1579083509.1512601968)\n\nKudoz [@segrate](https://twitter.com/segrate) for his help / feedback.\n\n## Development\n\n    yarn install\n\nEdit the src/index.js\n\n    yarn build\n\nCopy the build/index.js into your Google spreadsheet. From the menu:\n\n    Tools =\u003e Script Editors...\n\nThen run the updated version from the menu:\n\n    Crypto Portfolio =\u003e Refresh\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Faboutlo%2Fcrypto-index-fund","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Faboutlo%2Fcrypto-index-fund","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Faboutlo%2Fcrypto-index-fund/lists"}