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Finage · Excel Guide

Refresh a Crypto Portfolio in Excel With Real-Time Finage Data

2026-05-14
5 min read

The Scenario

You have a client review in two hours. Your crypto portfolio tracker in an Excel workbook has 15 pairs in column A — BTCUSD, ETHUSD, SOLUSD, and a dozen others. The price, 24-hour change, volume, and market cap columns are all empty because you haven't updated them since last week. Your client is going to ask about performance. You need current numbers, not last Tuesday's numbers.

The bad version:

  • Open Finage's crypto snapshot endpoint, call each pair individually, copy the response, paste the values into the correct row of the workbook.
  • Realize the 24-hour change is returned as a decimal and your workbook is formatted as a percentage, so the numbers display wrong until you reformat the column.
  • Finish the data entry with 20 minutes to spare, then spend that time checking that nothing is misaligned before the call starts.

You were supposed to spend that time reviewing the portfolio, not populating it.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook and connects to Finage directly. It reads the crypto pairs in your workbook, calls the Finage snapshot endpoint, and writes price, 24-hour change, volume, and market cap into the columns you specify — formatted, aligned, and ready.

Read 12 cryptocurrency symbols from my Excel sheet and pull the latest trade price, high/low, and market cap from Finage for each, filling the adjacent columns

What You Get

  • Column B: current trade price
  • Column C: 24-hour change expressed as a percentage
  • Column D: 24-hour volume
  • Column E: market cap
  • Pairs that Finage cannot resolve get an empty row with a note so nothing silently drops

What If the Data Is Not Quite Ready

Some pairs in your list use a different quote currency — not USD

For each crypto pair in column A of my Excel workbook (including pairs quoted in EUR or BTC), fetch the Finage snapshot for the correct quote currency and write current price, 24h change %, volume, and market cap into columns B through E

You also want the 7-day high and low for each pair

For each crypto pair in column A of my Excel workbook, fetch the current snapshot from Finage including current price, 24h change, 7-day high, 7-day low, volume, and market cap, and write each into columns B through G

Your portfolio spans two worksheets — DeFi tokens on one and large-cap on another

Read all crypto pairs from column A on both the Large-Cap Crypto and DeFi Tokens worksheets, fetch the current Finage snapshot for each, and write price, 24h change %, volume, and market cap into columns B through E on each respective worksheet

You want to refresh prices, flag any pair that moved more than 10% in 24 hours, and write a summary note in one pass

Clear columns B through E on my Crypto Portfolio worksheet, fetch fresh snapshots from Finage for every pair in column A, write current price, 24h change %, volume, and market cap, and in column F flag any pair where the absolute 24h change exceeds 10%

One prompt handles the data refresh, the conditional logic, and the alert column in a single operation.

Try It

Open an Excel workbook with your crypto pairs in column A. Get the 7-day free trial of SheetXAI and ask it to populate the current Finage snapshot data before your next client call. You can also ask it to add historical bars for those same pairs, or head to the Finage hub to see everything the integration covers.

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