The Scenario
You've been investing in crypto for three years. Thirty positions across Bitcoin, Ethereum, and a long tail of altcoins. You track them in a Google Sheet: coin name in column A, quantity in column B, and a price column C that you update by typing in numbers you pull from a price aggregator — sometimes daily, sometimes when you remember.
The portfolio value column is almost always stale. You only really know where you stand when you do the full manual update, which happens maybe once a week.
The bad version:
- Open a crypto price site, look up the current price for the first coin, type it into column C, and let the formula in column D calculate the position value.
- Work your way through all 30 coins, which takes 20 minutes because some of the altcoins are on different tabs on the site and a few are only listed on certain exchanges.
- Update the price for 28 of the 30 coins, get distracted by a price movement, and realize 30 minutes later that two rows are still showing last week's prices — and your "total" at the bottom is wrong.
You own 30 positions. You should be able to see the live value of all of them in under a minute.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. 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 calculates portfolio value — all in one pass.
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. In column E, write the 24-hour percent change for each coin.
What You Get
- Column C: live price for each cryptocurrency, fetched at the moment the prompt runs.
- Column D: current portfolio value (price times quantity from column B).
- Column E: 24-hour percent change for each coin.
- Any symbol Twelve Data cannot resolve noted in column C with UNKNOWN SYMBOL so you know to verify the ticker format.
What If the Data Is Not Quite Ready
If your symbols are in a non-standard format (e.g., BTCUSD instead of BTC)
Normalize the crypto symbols in column A: if a symbol ends in USD, strip the USD suffix before fetching. Then fetch live prices from Twelve Data for each normalized symbol, write current price into column C, and calculate portfolio value into column D.
If you want to add a cost basis column 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 the quantity in column B to get current value in column D. Subtract the cost basis in column E (cost per coin times quantity) from column D and write unrealized gain or loss into column F. In column G, write GAIN or LOSS based on the sign.
If you want to track portfolio allocation percentage alongside the live value
Fetch live prices from Twelve Data for each crypto symbol in column A. Write current price into column C and portfolio value (price times quantity in column B) into column D. Sum all values in column D and write total portfolio value into a summary cell. Calculate each position's percentage of total portfolio and write into column E.
Kill-chain: fetch live prices, calculate values, flag high-volatility coins, and produce a summary
Fetch live price and 24-hour percent change from Twelve Data for each crypto symbol in column A. Write price into column C, 24h change into column D, and portfolio value into column E. In column F, flag any coin with a 24-hour move greater than plus or minus 10% as HIGH VOLATILITY. At the bottom of column E, write the total portfolio value. Write a summary line showing total value, total gain (sum of positive 24h changes weighted by position), and total loss.
Try It
Get the 7-day free trial of SheetXAI and open your crypto portfolio sheet with 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 building a daily market movers report and the full Twelve Data overview.