Giulio Pulino.
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From API data to a portfolio dashboard

Crypto Wallet Tracker

Bringing cryptocurrency quotes and portfolio holdings together in one dashboard.

Personal Project · Power BI · Excel · Power Query · API Integration · 2022

View Power BI Dashboard
Original 2022 My Crypto Wallet dashboard with summary cards, allocation chart, ROI by asset, 24-hour market volume, and a holdings table for BTC, ETH, DOT, ADA, and CRO.
The completed Power BI dashboard, captured in 2022.

Overview

In 2022, I built a cryptocurrency portfolio tracker using Excel, Power Query, and Power BI. The project combined quotes from the CoinMarketCap API with entered investment amounts and coin quantities, then presented the results in a single report.

The workflow used a manual refresh to retrieve updated quotes before calculating holding values. The dashboard shown here is the historical project output.

Project Goal

I wanted a straightforward way to compare the amount invested in each cryptocurrency with the value of the holdings at the time of refresh. The report brought investment, profit, ROI, and allocation into one view, with a breakdown by asset.

Data Sources & Tools

CoinMarketCap API
Quotes for BTC, ETH, ADA, CRO, and DOT, including USD prices, supply fields, 24-hour market volume, and market capitalization.
Excel & Power Query
Web import, expansion of nested records, column cleanup, data types, entered holdings, and calculated portfolio fields.
Power BI
Import of the prepared Excel table, currency formatting, and dashboard visualizations.

CoinMarketCap API

The workflow

Data Preparation & API Integration

01

Import the quote data

I started in Excel with a web query to CoinMarketCap’s cryptocurrency quotes endpoint. The request selected BTC, ETH, ADA, CRO, and DOT and authenticated through the X-CMC_PRO_API_KEY header.

Excel Data menu showing New Query, From Other Sources, and From Web.
Starting the web import in Excel.
View the API request setup
Excel From Web dialog with the CoinMarketCap quote URL and X-CMC_PRO_API_KEY header; the credential value is concealed.
Configuring the CoinMarketCap request in Excel.
02

Flatten and format the response

In Power Query, I opened the response’s data record, converted it into a table, and expanded the coin records. I kept the name, symbol, maximum supply, circulating supply, total supply, and quote fields.

I then expanded the USD quote to retrieve price, 24-hour volume, and market capitalization, removed duplicate columns, renamed fields, and assigned suitable data types.

Power Query record expansion selecting cryptocurrency name, symbol, and supply fields.
Selecting the fields to retain from each coin record.
03

Add holdings and calculate portfolio values

I entered money_invested and coins for each asset, then added calculated columns for average purchase price, holding value, profit, and ROI. Decimal and currency formats made the values readable, with ROI displayed as a percentage.

Power Query custom column named average_price using the formula money_invested divided by coins.
Calculating average purchase price in Power Query.

Average purchase price

money_invested / coins

The amount invested divided by the number of coins held.

Holding value

current_price * coins

The imported quote multiplied by the number of coins held.

Profit

current_value - money_invested

Holding value less the amount invested.

ROI

profit / money_invested

Profit relative to the amount invested, formatted as a percentage.

View the holdings input and prepared Excel table
Power Query adding a money_invested column to the five-coin table.
Adding the investment amount for each asset.
Prepared Excel table with imported quote data, entered holdings, average price, current value, profit, and ROI.
The prepared Excel table with portfolio calculations.
04

Build the Power BI report

I saved the Excel file, imported its table into Power BI, and formatted the relevant fields as currency. The prepared data then supplied the report’s summary cards, asset comparisons, allocation chart, and holdings table.

Power BI Navigator showing the selected cryptocurrency table from the Excel workbook ready to load.
Loading the prepared Excel table into Power BI.

Dashboard & Key Metrics

The report combined an overall portfolio summary with asset-level detail:

  • Summary cards: profit, total investment, ROI, and the top coin by profit.
  • Asset allocation: a donut chart showing the portfolio split.
  • ROI by asset: a bar chart comparing individual holdings.
  • 24-hour market volume: a comparison of the imported volume figures for each coin.
  • Holdings table: prices, quantities, invested amounts, values, profit, ROI, and market volume.

The figures in the original screenshots reflect their respective capture times; the workflow and dashboard images are historical snapshots.

Final Result

The finished project connected a web-data import, portfolio calculations, and a visual report. It brought the five assets into one view, allowing investment amounts and holding values to be compared alongside profit and ROI.

The 2022 dashboard above shows the final design: a dark background, yellow accents, summary metrics across the top, asset comparisons in the middle, and detailed holdings below.

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