The Scenario
You've been investing in cryptocurrency for two years. Thirty positions across Bitcoin, Ethereum, and a long tail of altcoins. You track everything in Excel — coin in column A, quantity in column B, and a price column you've been maintaining by copying numbers from a price aggregator website. You've done it this way since the beginning because it was the path of least resistance.
Three weeks ago you stopped updating it daily. The portfolio value figure at the bottom is so far from reality you don't even look at it anymore.
A spreadsheet you don't trust is just a list.
The bad version:
- Open a crypto price site, find the first coin's current price, and type it into column C of the Excel workbook. Let the formula in column D calculate the position value.
- Work through the other 29 coins. A handful of the smaller altcoins require navigating to a different section of the site because the main price list only shows the top 100 by market cap.
- Complete the update and notice that two rows still show last week's price because you accidentally skipped them while switching between browser tabs.
The one time a partial update is worse than no update is when the two stale rows happen to be your two largest positions.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the crypto symbols in column A and the quantities in column B, and through its built-in Twelve Data integration, fetches live prices and 24-hour changes for all 30 coins at once.
Fetch live prices from Twelve Data for each crypto symbol in column A. Write current price into column C. Multiply by the quantity in column B and write portfolio value into column D. Write the 24-hour percent change into column E.
What You Get
- Column C: live price for each coin, all fetched in the same session.
- Column D: current portfolio value (price times quantity from column B).
- Column E: 24-hour percent change for each position.
- Any symbol Twelve Data cannot resolve noted in column C with UNKNOWN SYMBOL.
What If the Data Is Not Quite Ready
If your symbols are in a non-standard format that includes the exchange or pair suffix
Normalize the crypto symbols in column A by stripping any exchange suffix or USD pair suffix before fetching. Fetch live prices from Twelve Data for each normalized symbol, write into column C, and calculate portfolio value into column D.
If you want to add cost basis and calculate unrealized gain or loss
Fetch live prices from Twelve Data for each crypto symbol in column A and write into column C. Multiply by quantity in column B for current value in column D. Subtract cost basis in column E (cost per coin times quantity) from column D and write unrealized gain or loss into column F. Write GAIN or LOSS in column G based on the sign.
If you want to track portfolio allocation percentage alongside live values
Fetch live prices from Twelve Data for each crypto in column A. Write price into column C and portfolio value into column D. Sum all values in column D and write total portfolio value into a summary cell. Calculate each position as a percentage of the total and write into column E.
Kill-chain: fetch live prices, calculate values, flag volatile positions, and build a summary
Fetch live price and 24-hour percent change from Twelve Data for each crypto in column A. Write price into column C, 24h change into column D, and portfolio value into column E. Flag any position with a 24-hour move greater than plus or minus 10% as HIGH VOLATILITY in column F. Sum column E and write total portfolio value at the bottom. Write a one-line summary below the total: number of positions up, number down, and the name of the largest mover in either direction.
Try It
Get the 7-day free trial of SheetXAI and open your crypto portfolio workbook with coin symbols in column A and quantities in column B, then ask it to refresh all prices and recalculate portfolio value in one prompt. Also see capturing a daily market movers report and the full Twelve Data overview.