Portfolios

Bitcoin Multi-Wallet Portfolio Tracker

Bitcoin Multi-Wallet Portfolio Tracker

Use this page to track contributions from friends, your BTC purchases, and how those sats are allocated across different wallets. You can copy and paste this HTML into a website or email editor.

1. Contributions Log

Log every time a friend gives you cash to buy Bitcoin. Each row is one transaction (one contribution and its corresponding BTC purchase).

Friend Name Date Received USD Amount Received BTC Purchase Date BTC Price at Purchase (USD/BTC) BTC Purchased Wallet ID Notes
John Doe 2025-11-21 $250.00 2025-11-22 $80,000 0.003125 W01 Holiday contribution
Tip: Add more rows as contributions come in. Keep the Wallet ID consistent with the Wallet Registry below.

2. Wallet Registry

List every wallet or account you use to hold Bitcoin. Each wallet gets a unique Wallet ID (referenced from the Contributions Log and Allocation Summary).

Wallet ID Wallet Name / Label Wallet Type (Cold / Hot / Exchange) Custodian (You / Shared / Multisig) Public Address Notes
W01 Ledger Nano X – Cold Storage Cold Wallet You bc1qexampleaddress123… Main long-term storage
W02 Kraken Account Exchange You External (exchange internal) Used for buying BTC before sending to cold storage

3. Allocation Summary (per Friend & Wallet)

Show how much BTC each friend has allocated in each wallet. Use this to keep track of who owns what portion of each wallet’s BTC.

Friend Name Wallet ID Total BTC Allocated Current BTC Value (USD) Notes
John Doe W01 0.005000 $400.00 Cold storage allocation
Jane Smith W02 0.001500 $120.00 Still on exchange – pending transfer
You can update the Current BTC Value by multiplying BTC allocated × current market price of BTC.

4. Portfolio Overview (per Friend)

High-level summary of each friend’s total contributions, BTC holdings, and estimated portfolio value.

Friend Name Total USD Contributed Total BTC Purchased Total BTC Allocated Estimated Portfolio Value (USD) Average BTC Cost Basis (USD/BTC) Notes
John Doe $500.00 0.006250 0.006250 $500.00 $80,000 All sats in W01
You can calculate the Average Cost Basis by dividing total USD contributed by total BTC purchased.

Note: This HTML is for record-keeping and visualization only. Always back up your actual wallets and private keys securely.