Track Stocks and Crypto in One Dashboard: A Complete Guide

You've probably felt the friction: Your emergency fund is in a bank. Stocks are on a local broker's platform. US equities are through a different app. Crypto is scattered across three exchanges. And every time you ask yourself, "How much am I actually worth?"—you need to log into five different places, copy down numbers, and do math in your head.

This isn't just inconvenient. When your portfolio spans multiple countries, currencies, and asset classes, fragmented data means you're flying blind.

The Cost of Fragmented Investments

Here's a realistic portfolio: You're a typical investor who wants global exposure:

• Bank account with NT$100,000 (emergency fund)
• Taiwan stocks on a local broker (TSMC, 0050 ETF)
• US stocks on a US broker (Apple, Microsoft, S&P 500 ETF)
• Bitcoin and Ethereum on crypto exchanges (spread across Binance and Kraken)
• Maybe some Japanese stocks or HKD deposits

When every asset lives in a different system, you run into immediate problems:

No Unified View: You need to open 5–10 websites, log into each, and manually note the balances. Then you need to convert currencies and do the math. By the time you know your net worth, the prices have probably changed.

Currency Chaos: Your Taiwan stocks are in TWD, US equities in USD, crypto sometimes in USDT, sometimes in actual currency pairs. When the NT/USD rate swings by 1%, your real net worth changes — but you don't immediately see it.

Risk Assessment Becomes Guesswork: You intended a 40% stocks / 40% US stocks / 20% crypto split, but because of recent market moves, you might actually be at 30% / 50% / 20%. You won't know until you manually check and calculate.

Rebalancing Blind Spots: Did one position grow too large? Are you underweight in a category you wanted to hold? Without a unified dashboard showing real-time allocation, you can't answer these questions quickly.

Hidden Currency Costs: Exchange rates matter. You need to know how much USD you're holding, what it's worth in TWD today, and how that exposure affects your overall risk. This information is spread everywhere.

Existing Solutions and Why They Fall Short

Option A: Manual Google Sheets

The DIY approach: You build a spreadsheet, regularly log into each platform, look up stock prices and exchange rates, and manually fill in the data. Excel formulas calculate your net worth.

Pros:

• Total privacy — your data never leaves your computer
• Maximum flexibility — organize however you want

Cons:

• Extremely time-consuming: You need to log in to 5+ sites each month, hunt for numbers, and update cells
• Data staleness: By the time you've entered everything, prices have moved
• No real-time sync: You're always looking at outdated information
• Poor analysis: Building professional charts and performance analysis from Sheets formulas is painful

Most investors try this approach for a month, then give up.

Option B: Asset Aggregation Platforms (Morningstar, Yahoo Finance)

These services let you connect multiple brokerage accounts. They promise to automatically pull your holdings and show you everything in one dashboard.

Pros:

• Automatic data pulls — no manual entry
• Built-in analytics and charting
• Clean, centralized interface

Cons:

• Major privacy cost: You need to give them your brokerage login credentials, and sometimes crypto wallet addresses
• Connection fragility: Connections frequently break and require re-authentication
• Incomplete coverage: Smaller brokers or crypto exchanges might not integrate
• Weak crypto support: Most were built for stocks. Crypto holdings are an afterthought
• Paid features: Core analysis often requires a subscription

Most critically: Your complete financial history is centralized with a third party. If they get hacked, your entire portfolio is exposed.

Option C: DIY API Automation

If you're a developer, you can write scripts that connect to multiple broker APIs and crypto exchange APIs, pulling real-time data into your own database or Sheets.

Pros:

• Full customization
• Data stays on your own systems
• Fully automated

Cons:

• Requires coding skills: Not accessible to regular investors
• High maintenance burden: APIs change, your code breaks
• Security risk: You're storing API keys and secrets in your own environment — that's its own vulnerability

Option D: Google Sheets + WalletMap (The Modern Approach)

There's a middle path: Automate without compromising privacy.

The Core Idea: You keep your holdings in a Google Sheets file (your private spreadsheet). WalletMap reads your Sheets, automatically updates all prices (stocks, exchange rates, crypto), and generates a beautiful dashboard. Your financial data never leaves your Google Drive.

How It Works:

1. You create a Google Sheets file with your holdings:

   • Cash (TWD): 100,000
   • TSMC (2330): 50 shares
   • Taiwan 50 ETF (0050): 20 shares
   • Apple (AAPL): 10 shares
   • Bitcoin: 0.5 BTC
   • Ethereum: 5 ETH

2. WalletMap connects to your Google Sheets (read-only — it never modifies your data)

3. WalletMap automatically:

   • Fetches the latest stock prices for TSMC, AAPL, and other holdings
   • Gets real-time crypto prices (BTC, ETH)
   • Fetches current exchange rates
   • Calculates your total net worth
   • Generates visualizations: pie charts of asset allocation, currency distribution, performance curves

4. In your WalletMap dashboard, you see:

   • Total Net Worth: NT$1,150,900 (automatically calculated)
   • Asset Allocation: Taiwan stocks 40%, US stocks 25%, crypto 20%, cash 15%
   • Currency Breakdown: TWD 70%, USD 20%, crypto 10%
   • Real-Time Prices: Every holding with current value and daily change
   • Growth Charts: How your net worth has changed over time

Critical Point: Your banking credentials, brokerage logins, and exchange API keys stay entirely in your Google Sheets. WalletMap's backend stores none of this sensitive information. It only processes publicly available pricing data.

Why This Approach Is Superior

Privacy First

You're not sharing passwords with anyone. WalletMap simply reads the holdings you've already listed in your Sheets, then fetches public price data. That's it.

Automated Without Risk

You don't wake up each morning and log into ten sites. WalletMap updates your data in the background. Check your dashboard whenever you want to see current numbers.

Complete Asset Coverage

Taiwan stocks, US stocks, international bonds, crypto, forex, commodities — track whatever you own in one place. No platform limita­tions.

Seamless Multi-Currency Support

Automatic conversion between TWD, USD, HKD, JPY, and more. You instantly see your exposure across currencies and can assess currency risk.

You Stay in Control

Your Google Sheets is your source of truth. Format it however you want. Add notes, tags, target allocations. WalletMap adapts to your structure — you don't have to fit into theirs.

Cost-Effective

Google Sheets is free. WalletMap's core features are free. No hidden monthly subscriptions.

A Real-World Example

Imagine this is your portfolio:

| Asset | Holding | Current Value | |-------|---------|---------------| | Cash (TWD) | NT$100,000 | NT$100,000 | | TSMC (2330) | 50 shares | NT$240,000 | | Taiwan 50 (0050) | 20 shares | NT$48,000 | | Apple (AAPL) | 10 shares @ $180 | NT$58,500 | | Bitcoin (BTC) | 0.5 | USD$19,500 = NT$636,000 | | Ethereum (ETH) | 5 | USD$2,100 = NT$68,400 | | TOTAL | | NT$1,150,900 |

The traditional approach:

1. Check bank app for cash balance ✓
2. Log into local broker for TSMC, 0050 ✓
3. Log into US broker for AAPL ✓
4. Log into crypto exchange for BTC, ETH ✓
5. Check exchange rates for USD→TWD ✓
6. Manually convert USD values to TWD ✓
7. Sum everything in your head ✓

The WalletMap approach:

1. List your holdings in Sheets once (one-time setup)
2. Connect WalletMap to your Sheets (read-only)
3. Open the WalletMap dashboard and see everything ✓

A month later, prices have moved. You don't need to do anything. Refresh the dashboard — all numbers are automatically updated.

How to Get Started

1. Create a Google Sheets file listing your holdings (cash, stocks, crypto — everything)
2. Grant WalletMap read access to your Sheets (read-only, never writes back)
3. Let WalletMap update your prices daily: Stocks, crypto, exchange rates — all automatic
4. View your complete asset picture: Pie charts, performance trends, currency analysis

The Real Win: Clarity + Privacy

When you invest globally — across brokers, currencies, and asset classes — you need a way to see your complete picture without surrendering your financial data to intermediaries.

WalletMap exists to solve this exact problem: Give you a single, powerful dashboard. Show you exactly what you own and what it's worth. Protect your privacy by keeping all sensitive data in your own Google Drive.

Whether you're a conservative Taiwan-focused investor or aggressively diversified across continents, you deserve a tool that respects your data while giving you clarity.

Stop logging into ten different websites. Start seeing your portfolio in one place.