The Crypto Wealth Mastery Guide – Bundle

1. Crypto Investment Decision Matrix

An eight-worksheet Excel cryptocurrency research tool designed to help investors evaluate blockchain projects using weighted criteria, documented evidence, research checklists, and structured comparison methods.

Tab 1: START HERE

Introduces the investment research system and provides instructions for entering project information, scoring evaluation criteria, examining category results, and comparing potential opportunities. Explains the 0–10 scoring scale and seven research categories: Technology, Team, Tokenomics, Market Fit, Adoption, Security, and Regulatory.

Tab 2: _LISTS

Contains supporting reference lists for research categories, numerical scoring options from 0 to 10, and recommendation classifications. Supports consistent selection of scoring values and decision categories throughout the workbook.

Tab 3: CRITERIA MATRIX

Provides the primary weighted cryptocurrency project evaluation framework. Includes research criteria covering technical architecture, scalability, decentralization, development activity, team credibility, governance, token utility, supply distribution, market fit, adoption, security, and regulatory risks. Each criterion includes an explanation, verification guidance, adjustable weighting, and scoring fields.

Tab 4: PROJECT INPUT FORM

Provides a structured project information worksheet with fields for project name, ticker symbol, blockchain ecosystem, development stage, primary use case, and research notes. Includes spaces for website URLs, whitepapers, code repositories, audit reports, and supporting research dashboards.

Tab 5: SCORING DASHBOARD

Contains a project scoring summary with editable recommendation thresholds. Includes category-level weighted scores, maximum possible scores, percentage calculations, and an overall project assessment. Provides Strong Consideration, Watchlist, and Avoid recommendation categories based on the workbook's scoring model.

Tab 6: MULTI-PROJECT COMPARISON

Provides a comparison framework for up to ten cryptocurrency projects. Includes project names, total weighted scores, recommendation tiers, strongest research categories, and weakest categories. Designed to help users compare documented project assessments side by side.

Tab 7: RESEARCH CHECKLIST

Provides a due diligence checklist covering project documentation, token supply, vesting schedules, team verification, security audits, adoption evidence, competitive analysis, regulatory exposure, common red flags, and final investment decision documentation.

Tab 8: EXAMPLE

Contains a sample project entry and instructional notes demonstrating how to begin using the investment evaluation system. The supplied project information is illustrative and should be replaced with independently verified research.

2. Crypto Market Analysis Dashboard Template

An eight-worksheet Excel market research workbook designed to organize cryptocurrency market indicators, price movements, on-chain observations, sentiment information, portfolio performance, and recurring analysis activities.

Tab 1: START HERE

Introduces the weekly market analysis workflow. Explains how to enter market data, update price tracking tables, record on-chain indicators, examine cycle assessments, and document investment research actions. Clarifies that the workbook operates without live API connections and requires manually entered or imported information.

Tab 2: MARKET OVERVIEW DASHBOARD

Provides a market monitoring dashboard with fields for total cryptocurrency market capitalization, market dominance, volatility proxy, and sentiment scores. Includes a weekly and monthly time-series input table, calculated summary fields, risk flags, and interpretation notes.

Tab 3: PRICE + RETURNS TRACKER

Provides a cryptocurrency watchlist for recording asset names, entry prices, current prices, optional peak prices, and supporting notes. Includes calculated price changes and drawdown indicators, plus a rolling performance table comparing manually entered portfolio returns against an optional benchmark.

Tab 4: ON-CHAIN INPUTS

Provides a manual blockchain data monitoring worksheet. Tracks indicators such as active addresses, exchange inflows, exchange outflows, stablecoin supply, network fees or revenue, and new address activity. Includes educational guidance for interpreting increasing or declining indicator values.

Tab 5: MARKET CYCLE MODEL

Contains a weighted market cycle assessment model based on market capitalization, dominance, volatility, and sentiment. Includes editable factor weights, normalized inputs, a calculated cycle score, market phase classification, and educational portfolio posture guidance.

Tab 6: SENTIMENT + NEWS LOG

Provides a structured research journal for recording market narratives, relevant news, changing conditions, sentiment scores, and confidence levels. Designed to help investors document market observations and revisit their reasoning over time.

Tab 7: PORTFOLIO PERFORMANCE

Provides a manually maintained cryptocurrency holdings and performance worksheet. Includes asset names, quantities, average acquisition costs, current prices, cost basis, estimated position values, gains or losses, and allocation information. Contains concentration risk indicators and portfolio rebalancing reminders.

Tab 8: ACTION PLAN

Provides a four-week market analysis checklist. Covers updating market indicators, monitoring asset prices, interpreting on-chain activity, recording sentiment, examining market cycle results, and checking portfolio concentration. Includes a risk-response decision framework and action documentation fields.

3. Crypto Portfolio Tracker & Tax Calculator

A 12-worksheet Excel cryptocurrency portfolio and tax-related recordkeeping resource designed to organize transactions across wallets and exchanges, estimate cost basis, examine asset disposals, document income events, and prepare financial summaries.

Tab 1: START HERE

Introduces the cryptocurrency transaction tracking workflow. Explains how to configure settings, register wallets and exchanges, record transaction events, enter optional price information, and interpret holdings and tax-related reports. Defines cost basis, transaction proceeds, fees, and short-term versus long-term holding periods.

Tab 2: SETTINGS

Provides configurable workbook settings for base currency, tax lot selection method, and optional reporting periods. Supports FIFO, LIFO, and HIFO selection options. Includes reference definitions for purchases, disposals, swaps, transfers, staking, mining, and airdrop transactions.

Tab 3: ACCOUNTS

Provides an account management table for recording cryptocurrency wallets, exchanges, and related accounts. Includes account name, account type, blockchain network, optional public address reference, and notes. Contains illustrative exchange and wallet entries.

Tab 4: TRANSACTIONS (MASTER LEDGER)

Provides the central cryptocurrency transaction recording table with capacity for approximately 1,200 transaction rows. Includes transaction date, time, account, transaction type, assets sent and received, quantities, fees, and supporting transaction information. Designed for recording purchases, sales, swaps, transfers, and income-related events.

Tab 5: PRICE TABLE (OPTIONAL INPUT)

Provides an optional reference table for entering cryptocurrency prices by date and asset. Contains fields for transaction date, asset identifier, and price in the selected base currency. Designed to support valuation and transaction calculations where relevant prices must be supplied manually.

Tab 6: _HELPER_LEDGER

Contains supporting transaction calculation fields used by the portfolio reporting system. Organizes transaction row references, dates, accounts, transaction types, assets, quantities, and additional information required for ledger calculations. Primarily functions as an internal calculation worksheet.

Tab 7: _HELPER_LEGS

Provides a supporting transaction transformation table that separates relevant asset movements into sent and received entries. Includes transaction references, movement classifications, dates, accounts, assets, and calculation support fields. Used by downstream portfolio and reporting worksheets.

Tab 8: HOLDINGS + COST BASIS

Provides a cryptocurrency holdings summary with fields for asset name, estimated net quantity, cost basis, average cost per unit, and data quality flags. Includes common asset examples such as BTC, ETH, SOL, USDC, USDT, ADA, BNB, XRP, MATIC, and AVAX.

Tab 9: GAINS & LOSSES REPORT

Provides a transaction disposal analysis table with fields for asset, disposal date, quantity disposed, proceeds, allocated cost basis, transaction fees, gain or loss, acquisition date, days held, and holding period classification. Intended to support tax-related analysis using the workbook's configured assumptions.

Tab 10: INCOME TRACKER

Provides a structured record for cryptocurrency income events. Includes date, account, income type, cryptocurrency asset, amount, and supporting information. Supports organizing events such as staking rewards, mining income, and airdrops for further tax analysis.

Tab 11: TAX SUMMARY

Provides a print-oriented financial summary covering estimated short-term and long-term capital gains or losses, combined gains, recorded cryptocurrency income, and applicable transaction fees. Includes reporting period information and reminders to verify results with a qualified tax professional.

Tab 12: DATA QUALITY CHECKS

Contains a transaction data validation dashboard. Includes checks for missing dates, missing accounts, incomplete transaction types, potential duplicates, inconsistent transfers, incomplete swaps, and negative holdings. Provides corrective guidance for addressing issues before relying on reports.

4. DeFi Safety Checklist & Smart Contract Audit Guide

A ten-worksheet DeFi due diligence workbook designed to help users research decentralized finance protocols, assess security-related risks, identify warning signs, and document decisions through structured checklists and scoring frameworks.

Tab 1: START HERE

Introduces the DeFi project evaluation workflow. Provides instructions for gathering project information, examining team and governance factors, analyzing tokenomics, reviewing liquidity, verifying smart contract audit information, identifying scam warning signs, and recording investment decisions. Includes educational risk disclaimers.

Tab 2: QUICK RISK SCORE (SUMMARY)

Provides a consolidated risk assessment dashboard using category scores from the due diligence worksheets. Includes Team and Governance, Tokenomics, Liquidity and Market Health, and Smart Contract Security categories. Contains weighted scores, risk tier classifications, critical failure alerts, and an investment decision indicator.

Tab 3: PROJECT BASICS CHECKLIST

Provides a structured project information worksheet for recording a DeFi protocol's purpose, target audience, functionality, blockchain ecosystem, protocol classification, launch information, and related research details. Designed to establish basic project understanding before evaluating financial and technical risks.

Tab 4: TEAM + GOVERNANCE DUE DILIGENCE

Provides a detailed team credibility and governance evaluation framework. Covers team identity, professional background, project execution history, social media activity, governance transparency, decision-making systems, administrative privileges, multisignature controls, and upgrade permissions. Includes category scoring and critical risk checks.

Tab 5: TOKENOMICS + INCENTIVES REVIEW

Provides a token economics assessment framework covering total supply, token distribution, team allocations, vesting schedules, inflation, token unlocks, yield sustainability, protocol revenues, holder concentration, and incentive structures. Includes scoring guidance and warning indicators for potentially unsustainable arrangements.

Tab 6: LIQUIDITY + MARKET HEALTH CHECKS

Provides a market liquidity assessment covering liquidity pool size, trading volume, active trading pairs, transaction price impact, liquidity provider concentration, LP token locks, exchange listings, holder distribution, and price stability. Includes risk scoring and critical failure criteria.

Tab 7: SMART CONTRACT AUDIT GUIDE

Provides an educational smart contract security verification checklist. Covers third-party audits, public audit reports, unresolved vulnerabilities, bug bounty programs, verified source code, public repositories, administrator controls, contract upgradeability, pause functions, oracle dependencies, bridges, and exploit history. It does not perform an actual code audit.

Tab 8: RUG PULL + SCAM RED FLAGS

Provides a reference library of common DeFi warning signs. Includes anonymous teams, unlocked liquidity, unrestricted minting, unrealistic APYs, missing audits, unverified contracts, concentrated token holdings, suspicious marketing activity, questionable revenue models, and weak development transparency. Includes severity levels and verification suggestions.

Tab 9: INVESTMENT DECISION LOG

Provides an investment research record for documenting project names, evaluation dates, risk tiers, decisions, investment amounts, and supporting notes. Contains illustrative project entries demonstrating how due diligence findings can be recorded.

Tab 10: POST-INVEST MONITORING PLAN

Provides recurring monitoring guidance for DeFi holdings. Includes weekly checks for liquidity, total value locked, token prices, trading volume, governance proposals, contract changes, development activity, and security incidents. Also includes example exit triggers and risk-response considerations.

5. Wallet Security Setup Guide & Recovery Templates

An eight-worksheet digital asset security workbook designed to help cryptocurrency holders organize account protection, wallet setup, offline recovery planning, emergency response procedures, and non-sensitive asset access information.

Tab 1: START HERE

Introduces the workbook's defense-in-depth security approach. Explains the use of strong passwords, two-factor authentication, hardware wallets, offline recovery backups, and routine security checks. Provides a recommended setup sequence and critical warnings against storing seed phrases or private keys digitally.

Tab 2: SECURITY SETUP CHECKLIST

Provides foundational account security checklists covering password managers, unique passwords, two-factor authentication, email account protection, device encryption, operating system updates, malware protection, and account recovery methods. Includes practical preparation tasks for improving digital asset security.

Tab 3: WALLET TYPE SETUP CHECKLISTS

Provides separate setup checklists for hardware wallets, mobile wallets, and desktop wallets. Covers trusted software sources, device initialization, wallet PINs, recovery phrase preparation, application security settings, firmware updates, test transactions, and recovery verification.

Tab 4: SEED PHRASE BACKUP SHEET

Provides a blank, print-oriented backup template with spaces for a 12–24-word recovery phrase, wallet identification, creation date, and physical backup storage notes. Includes guidance about handwriting recovery information, using secure offline storage, and protecting backup copies.

Important: Print and complete this sheet by hand only. Never type or save actual seed phrases or passphrases into the Excel workbook or any cloud-connected document.

Tab 5: RECOVERY PLAN TEMPLATE

Provides structured recovery instructions for lost or stolen wallets, damaged devices, and forgotten device access credentials. Includes a restoration checklist covering backup retrieval, trusted replacement devices, wallet software verification, balance confirmation, and recovery testing.

Tab 6: EMERGENCY INCIDENT RESPONSE

Provides an emergency response reference for cryptocurrency security incidents. Includes procedures for suspected phishing, exchange breaches, compromised wallets, unauthorized transactions, and related security concerns. Covers containment steps, account protection, incident documentation, and follow-up monitoring.

Tab 7: ACCESS INVENTORY LOG

Provides a non-sensitive wallet inventory template for recording wallet types, wallet labels, partial public address references, backup location codes, and operational status. Designed to help users organize asset access logistics without recording seed phrases or private keys.

Tab 8: LEGACY INHERITANCE NOTES

Provides an optional planning template for documenting how a trusted person could locate important wallet recovery information. Includes contact information, access instructions, wallet inventory references, security reminders, and owner acknowledgment fields. Intended as an organizational reference rather than a legally binding estate planning document.

Please note that this is a digital product, so no physical product will be shipped to you.

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