The Scenario
You're an accountant at a crypto-focused tax advisory firm. A client has sent you an Excel workbook with 30 rows: column A holds a token symbol, column B holds the quantity they held at year-end. You need column C to show the USD value of each position at current market prices — this is the working file for the tax report going to their CPA next week.
The client also asked whether you could show the EUR equivalent in column D, since half their positions are held through a European custodian.
The bad version:
- Look up each token on CoinMarketCap, note the current price, multiply by the quantity in column B, type the result into column C. Thirty rows. Thirty lookups.
- Go find a live EUR/USD exchange rate from a second source, apply it to each column C value, enter the result in column D.
- Realize two of the token symbols in column A are outdated or delisted, and spend twenty minutes tracking down what CoinMarketCap currently calls them.
This is supposed to be a tax engagement, not a data entry project. The hours you're logging on lookup work come straight out of the margin on an already fixed-fee engagement.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook with a direct CoinMarketCap integration. It reads the token symbols and quantities already in the workbook and writes USD and fiat-converted values into the columns you specify.
For each row with a token symbol in column A and quantity in column B, calculate the USD value using the current CoinMarketCap price and write it to column C; then convert each USD value to EUR using the current CoinMarketCap conversion rate and write the EUR amount to column D
What You Get
- Column C fills with the USD value of each position — current CoinMarketCap price multiplied by the quantity in column B.
- Column D fills with the EUR equivalent using CoinMarketCap's live conversion rate, keeping both conversions from the same data source.
- Any token symbol CoinMarketCap can't resolve returns an error note in the cell rather than a blank or a zero that could slip through unnoticed.
What If the Data Is Not Quite Ready
Some tokens in column A use old ticker symbols that may have changed
For each symbol in column A, check whether CoinMarketCap recognizes it; if not, flag the row with "Symbol not found" in column E; for recognized symbols, calculate the USD value from the quantity in column B using the current CoinMarketCap price and write it to column C
I also need the price-per-token written out separately before the value calculation
For each row with a token symbol in column A and a quantity in column B, fetch the current CoinMarketCap USD price and write it to column C; then multiply by the quantity in B and write the total USD value to column D; then convert each D value to EUR using the current CoinMarketCap rate and write the EUR amount to column E
The quantities are in a mix of ETH, BTC, and USDC — I need all values normalized to USD first
For each row in this workbook, interpret the token symbol in column A and the quantity in column B; fetch the current USD price from CoinMarketCap for each token; calculate the USD value and write it to column C; then convert to EUR using the current CoinMarketCap exchange rate and write to column D; flag any row where the USD value exceeds $50,000 in column E with "High value — verify"
Clean up stale symbols, calculate values, and add a portfolio total at the bottom
Check each symbol in column A against CoinMarketCap — flag unrecognized symbols in column E with "Needs review"; for valid symbols, calculate the USD value from the quantity in column B and write to column C, then convert to EUR and write to column D; add a SUM formula at the bottom of columns C and D; and write a one-line note in cell F1 summarizing how many positions were resolved versus flagged
One pass covers the data hygiene, the conversion work, and the summary your CPA needs.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with a crypto holdings list, then ask it to pull live prices from CoinMarketCap and calculate your USD or fiat-equivalent values. Related reading: Pull Global Crypto Market Metrics Into an Excel workbook and the CoinMarketCap integration hub.