Track Cryptocurrency Portfolio Performance Clearly
The KmsBI Cryptocurrency Portfolio Dashboard Version 1 is a ready-to-use Microsoft Power BI solution designed to help users analyse cryptocurrency holdings, wallet balances, transactions and portfolio performance through clear, interactive visual reporting.
The dashboard contains two main report pages covering portfolio analysis and wallet-level insights.
It can be used for Power BI learning, portfolio development, personal investment analysis, internal reporting or professional commercial work, depending on the licence selected.
Dashboard Pages
Portfolio Dashboard
Analyse invested balance, estimated portfolio value, total profit or loss, return on investment, cryptocurrency allocation and transaction details.
Wallet
Review wallet balance, Bitcoin-equivalent value, individual coin balances, available units and cryptocurrency profit or loss.
Dashboard Features
Invested Balance
Track the total amount invested across cryptocurrency transactions.
Current Estimated Balance
Review the current estimated value of the portfolio.
Total Profit and Loss
Measure total portfolio gain or loss based on invested amount and estimated value.
ROI Percentage
Analyse return on investment across the complete portfolio.
Cryptocurrency Allocation
Review portfolio distribution by cryptocurrency units.
ROI by Coin
Compare return on investment across:
- Bitcoin
- Ethereum
- Cardano
- VeChain
- TetherUS
Transaction Analysis
Review:
- Transaction date
- Coin
- Buy or sell transaction
- Market price
- Invested amount
- Estimated balance
- Total profit or loss
Wallet Balance
Monitor the total cryptocurrency wallet balance.
Wallet Balance in Bitcoin
Review the portfolio value expressed as a Bitcoin equivalent.
Individual Coin Balances
Analyse the current value of:
- Bitcoin
- Ethereum
- Cardano
- VeChain
- TetherUS
Cryptocurrency Profit and Loss
Compare total profit or loss by cryptocurrency.
Available Cryptocurrency Units
Review the number of available units for each cryptocurrency.
Month Filtering
Filter portfolio performance and transactions by month.
Files Included
- Editable Power BI PBIX dashboard
- Cryptocurrency Excel dataset
- Two dashboard preview images
- Getting Started PDF guide
- README file
- Licence information
Using Your Own Data
You may replace the sample cryptocurrency data with your own portfolio and transaction data.
For the dashboard to continue working correctly, keep the supplied worksheet names, table names, column names and compatible data types.
A different data structure may require changes to Power Query, relationships, DAX measures or report visuals.
Software Requirements
- Microsoft Power BI Desktop
- Microsoft Excel or compatible spreadsheet software
- Windows computer capable of running Power BI Desktop
We recommend using a recent version of Power BI Desktop.
Licence Options
Personal & Learning — $79
Suitable for:
- Learning Power BI
- Personal projects
- Portfolio work
- Practice and training
- Non-commercial use
Business & Commercial — $129
Suitable for:
- Internal company reporting
- Professional business use
- Customisation using company data
- Use in one client project
Both licence options include the same downloadable files.
Digital Delivery
This is a digital product. No physical product will be shipped.
After successful payment, the customer will receive access through:
- The order confirmation page
- The download email
- My Account, where an account has been created
See our Digital Delivery and Refund Policy for full details on download access and return eligibility.
Support
For assistance with file access, missing downloads or problems related to the supplied product, contact:
Customers should include their order number and a clear description of the issue.
Important Notice
This product is supplied as a configurable Power BI template for analytics and educational purposes. It does not provide investment advice. Cryptocurrency values can change significantly, and results depend on the accuracy, structure and quality of the customer’s data.
