Quick Start

🪜 Steps

This tool is pretty straightforward to use:

  1. Download your trades (csv or xlsx file) from your exchange(s).

  2. Copy everything but the header row.

  3. In the smol Formatter, go to the sheet labeled with the name of the exchange and paste everything in the first table. The formatter spits out your reformatted trades in the second table.

  4. Quickly make sure everything looks good.

  5. Copy everything in the second table and paste formula results (Cmd+Shift+F) into the 🗂TRADE LOG.

  6. In the Trade Log click on the header of the “Date” column, and choose “Sort Ascending”. This will make sure all your trades are sorted chronologically. This is important as the order of your trades affects the computation of your cost basis and PnL calculation (e.g., you obviously can’t sell something you haven’t already bought, so the smol Portfolio Tracker will display an error if your trades are not ordered chronologically). Once you’ve done that, you add them to your Portfolio Tracker.

  7. When you are done, delete the data in the first table.

Never delete anything in the second table as you will delete formulas.

The table will reset itself when you wipe the first table clean.

☝️Best Practices

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