Crypto Portfolio Management - Review history and build/maintain Spreadsheet for TAX


You should know everything about crypto portfolio management and help me to track my current holdings / trades made and calc Profit/Loss going back 8 months for TAX purposes .... things like MEW usage / ICO tokens / airdrops / BTC ETH historical conversion calcs / swing trades / using blockchain explorer for tracking.

Easy to understand Historical spreadsheet to be built that will be updated each month ( Using pivot tables and VBA if required )

Key Milestones required (Looking for Part 1 and / or 2 only for now.. )

Part 1)

Build a historic spreadsheet based on tokens bought / Movements made going back 9 months


Reviewing Transaction History on 3 MEW wallets (using blockchain explorer for tracking )

Understanding the IN/OUT movement of transactions made ( generally between exchanges + new tokens send via ICO's)

460 trans + 200 trans + 300 trans .. approx

Exchange Deposit / Withdrawal Reports given in order to build accurate history

Part 2 )

Calculate Profit / Loss ( Gains ) on a FIFO basis and end up with current holdings after calcs

by using trade history reports given from various exchanges used

(manual is acceptable but preferably Automatically using arrays with VBA scripting)

Part 3) Ongoing management of the portfolio by updating it every month with new reports given ( Outside the scope of this project for now but could be ongoing work if things work out )

Skills: Accounting, Business Analysis, Excel, Finance, Financial Analysis

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About the Employer:
( 1 review ) walkinstown, Ireland

Project ID: #16530260

13 freelancers are bidding on average €334 for this job


Hi there..... Warm Greetings We came along with your request for build/maintain Spreadsheet for TAX and we reviewed your project description. We'd like to help you with confidence and satisfying results... We More

€350 EUR in 6 days
(214 Reviews)

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€250 EUR in 10 days
(71 Reviews)

Hello! I have read all the requirements carefully and your project seems very interesting. I would love to work and invest my knowledge, skills and research in this task. I am an experienced professional and one of the More

€388 EUR in 10 days
(50 Reviews)

Dear Sir, I am based out of Jersey City, NJ, USA. Completed numerous similar projects in the past and always impressed the clients with my excellent VBA solutions. You can refer my freelancer profile for reviews More

€250 EUR in 5 days
(70 Reviews)

Hello there! Hope you are doing good. I am a Chartered Accountant who has expertise in trading related matters. I have helped my clients in building excel sheets for the purpose of their tax computation on their tra More

€611 EUR in 10 days
(32 Reviews)

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€120 EUR in 10 days
(25 Reviews)

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(1 Review)

I think I can help you on your project. I believe that I can solve your project with VBA. I'm an investor on brazilian stock market, experienced with register my trades on spreadsheets. This way I have developed some More

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(3 Reviews)

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€444 EUR in 4 days
(0 Reviews)

Hello . Please read my profile. I am an accountant and I studied MBA in finance, accounting and administration too. I have experience in Excel. I am sure that I can help you. Thanks

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This is Anshuman from Atventus India Private Limited. We expertise in Blockchain and BitCoin development. We have lots of experience in setting up direct BitCoin blockchain transactions with all the wallet. features. More

€1000 EUR in 10 days
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