https://github.com/aboutlo/crypto-index-fund
A DIY crypto index fund based on Google spreadsheet and Coinmarketcap APIs
https://github.com/aboutlo/crypto-index-fund
btc cryptocurrency finance google-spreadsheet javascript
Last synced: 11 months ago
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A DIY crypto index fund based on Google spreadsheet and Coinmarketcap APIs
- Host: GitHub
- URL: https://github.com/aboutlo/crypto-index-fund
- Owner: aboutlo
- License: mit
- Created: 2017-12-30T15:31:04.000Z (over 8 years ago)
- Default Branch: master
- Last Pushed: 2022-12-06T19:51:54.000Z (over 3 years ago)
- Last Synced: 2023-03-14T12:25:17.401Z (over 3 years ago)
- Topics: btc, cryptocurrency, finance, google-spreadsheet, javascript
- Language: JavaScript
- Size: 1.1 MB
- Stars: 31
- Watchers: 2
- Forks: 6
- Open Issues: 3
-
Metadata Files:
- Readme: README.md
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README
# Crypto Index Fund
A DIY crypto index fund based on Google spreadsheet and [Coinmarketcap](https://coinmarketcap.com/api/) APIs
## Features
* Prices updated from [Coinmarketcap](https://coinmarketcap.com)
* Automatically rebalancing based on target allocations
* Configurable the Fiat currency (e.g. EUR or USD )
* Adding recurring deposits to your crypto portfolio
* Configurable _Hard Cap_ to avoid BTC or other currencies dominance
## Disclaimer
I'm **not** a trader and I don't have any professional finance experience.
Use the spreadsheet at own risk.
## Assumptions
* I did this as an exercise to learn more about the Crypto currencies market
* The most important signal used to calculate the target allocation it's the currency market cap.
* I prefer [rebalancing](https://en.wikipedia.org/wiki/Rebalancing_investments) rather then betting / trading based on rumors / news / gut
* Rebalancing helps you to sell high and buy low, it takes the emotion out of trying to call the bottom or the top.
* _Hard cap_ is a way to avoid BTC to be too large in your portfolio.
* Crypto market has an **high** volatility do rebalance at least a couple of time per month or when you hit the _Rebalance warning_ limit
* Coinmarketcap APIs provide the currency average price. You could have significant discrepancy from their data and you exchange
## Conventions:
* Green fields are the inputs. Aka edit only them.
* Blue fields are calculated. they represent the actionable actions (E.g buy or sell # coins)
## How to start the portfolio
* Make a copy of the [Crypto Index Fund](https://goo.gl/v7ViJC) (aka a Google spreadsheet)
* Adding or remove your currencies (_Asset Name_ aka column _B10_ )
* Configure _Fiat Currency_ (e.g. USD or EUR)
* Configure the _Hard Cap_ (e.g. 15% with 10 currencies, 10% with 20 currencies, etc )
* Configure the _Rebalance warning_ (e..g. 5%).
* Populate the spreadsheet. From the menu click on _Crypto Portfolio_ => _Refresh_
* Give the required permissions to run the script
### Authentication required
### App not verified
### Go to CC import
### Permissions
_notice:_ I know, all those permissions are scary. Double check in the `src/index.js` how it works :)
## How to re-balance the portfolio
* Add or adjust the recurring deposits aka _K3_ column
* Refresh the data. From the menu click on _Crypto Portfolio_ => _Refresh_
* For each currency pick _# of coins to buy or sell_ and execute the order on your exchange
## Alternatives
* [crypto20.com](https://crypto20.com/)
* [crypto-sheets](https://github.com/saitei/crypto-sheets)
## Credits
A nice post [Portfolio Reblancing Tool](https://steemit.com/cryptocurrency/@thorthur22/portfolio-reblancing-tool-using-google-sheets-quadruple-your-earnings)
The super cool [Crypto20 Whitepaper](https://static.crypto20.com/pdf/c20-whitepaper.pdf?_ga=2.92950557.1013622623.1514504485-1579083509.1512601968)
Kudoz [@segrate](https://twitter.com/segrate) for his help / feedback.
## Development
yarn install
Edit the src/index.js
yarn build
Copy the build/index.js into your Google spreadsheet. From the menu:
Tools => Script Editors...
Then run the updated version from the menu:
Crypto Portfolio => Refresh