Crypto Index Fund

A DIY crypto index fund based on Google spreadsheet and Coinmarketcap APIs

Features

• Prices updated from Coinmarketcap
• 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 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 (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
• crypto-sheets

Credits

A nice post Portfolio Reblancing Tool

The super cool Crypto20 Whitepaper

Kudoz @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