Crypto Portfolio Log
Crypto Portfolio Log: Holdings, Cost Basis and Allocation. Crypto Portfolio Log is a Taskade Genesis kit for a holder or small club. Log buys and sells with fees, see average cost per coin and allocation, and get a Sunday summary. A log, not advice.
Crypto Portfolio Log is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger. Its automations include New trade updates Holdings, Daily price fetch (CoinGecko, 8 AM) and Sunday portfolio summary email.
by @taskade
What you can do with Crypto Portfolio Log
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Crypto Portfolio Log works
- New trade updates Holdings: when a trade is added, then Find the holding for this coin and Note the trade on the holding.
- Daily price fetch (CoinGecko, 8 AM): Fetch BTC, ETH and SOL prices from CoinGecko and Add BTC price row.
- Sunday portfolio summary email: when Every Sunday at 6 PM, then Read every holding and Read every price.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Ledger
- Automations: New trade updates Holdings, Daily price fetch (CoinGecko, 8 AM), Sunday portfolio summary email
- Workspace: 5 projects, 1 AI agent, 3 automations