The Scenario
You manage a small crypto fund's reporting. Every Monday you pull up the portfolio tracker in Excel — fifteen token positions, token symbol in column A, quantity in column D, current price column B empty because that's the part you haven't automated yet. The Monday call is at 10 AM. You've been manually checking prices on three different price aggregators and typing them in, one by one, since 8:45.
The bad version:
- Open a price site, search for the first symbol in column A, find the USD price, type it into B2.
- Do the same for all 15 tokens, switching between the price site and the workbook on every row.
- Get to token 9 and notice the price site refreshed between your first entry and now — so your prices are already 8 minutes stale and internally inconsistent.
- Recalculate the total value in column C manually, realize you mis-entered one price, fix it, recalculate again.
You're supposed to be presenting the portfolio analysis, not doing the data entry that makes the analysis possible.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the 'Portfolio' worksheet, understands the symbols and quantities, and through the Poof integration it pulls the current USD price for each token and recalculates the totals — all in one pass.
Look up live prices from Poof for every crypto symbol listed in my Excel sheet and populate a 'Current Price (USD)' column, then sum the total portfolio value in the last row.
What You Get
- The current price column populated with a live USD price for each token symbol.
- A total portfolio value row calculated at the bottom.
- Any symbol that Poof doesn't recognize gets a note in the price cell so you can spot the gap immediately.
- All prices pulled in a single pass, so they're timestamp-consistent with each other.
What If the Data Is Not Quite Ready
Token symbols are inconsistent — some use ticker, some use full name
Column A has a mix of "ETH", "Ethereum", "BTC", and "Bitcoin" — Poof expects a standard symbol format.
For each row in my 'Portfolio' worksheet, normalize the token identifier in column A to the standard ticker symbol (e.g., convert 'Ethereum' to 'ETH'), then fetch the current USD price from Poof and write it into column B. Calculate column C as price times quantity from column D.
Some positions are denominated in a non-USD base
A few rows track positions valued in EUR, flagged in column E, and you need the fiat total in column F in USD.
For each row in my 'Portfolio' worksheet, fetch the current USD price for the token in column A from Poof. If column E says 'EUR', convert the quantity in column D using today's EUR/USD rate before calculating the total. Write USD prices into column B and USD-denominated totals into column F.
Prices need to be compared against a cost basis sheet
A second sheet 'Cost Basis' has the original purchase price for each token in column B. You want to show the gain or loss in a new column on the Portfolio sheet.
Fetch current USD prices from Poof for each token in column A of my 'Portfolio' worksheet, write them into column B, then look up the cost basis for each token from the 'Cost Basis' sheet and write the percentage gain or loss into column E of the Portfolio sheet.
The full refresh-plus-analysis kill chain
Prices out of date, one stale symbol in the list, and leadership wants to know which positions are down more than 10% since last week's prices in column G.
For each token in column A of my 'Portfolio' worksheet, fetch the current price from Poof and write it into column B. Calculate the total value in column C using the quantity in column D. Compare the new price to last week's price in column G and write the percentage change into column H. Flag any row where the change is worse than negative 10% with 'Review' in column I. Note any symbol Poof doesn't recognize in column B.
Doing the comparison and the flagging in the same prompt means leadership gets the analysis in the same step as the data refresh.
Try It
Get the 7-day free trial of SheetXAI and open your crypto portfolio tracker in Excel — even if the symbols are inconsistent or you need a gain-loss comparison against a second sheet — and ask it to refresh the prices and recalculate totals in one shot. You can also explore how SheetXAI handles checking wallet balances from an Excel workbook or return to the Poof integration overview for Excel.