Qeychain

Qeychain for Excel

Live crypto portfolio, cost basis, and tax-lot optimization directly in your spreadsheet. Type =QC.HOLDINGS() to get started.

1. Get the manifest

Download the add-in manifest file. You will load this into Excel in the next step.

Download manifest

Keep the downloaded qeychain-excel-manifest.xml somewhere you can find it.

2. Load it into Excel

  1. Open a workbook at excel.office.com.
  2. Go to Home > Add-ins > More Add-ins.
  3. Open the My Add-ins tab, click Upload My Add-in.
  4. Browse to the qeychain-excel-manifest.xml you downloaded and click Upload.
  1. Save the manifest to a folder, e.g. C:\Qeychain.
  2. In File Explorer, right-click that folder > Properties > Sharing > share it and copy the network path.
  3. In Excel: File > Options > Trust Center > Trust Center Settings > Trusted Add-in Catalogs, paste the path, check Show in Menu, click OK, restart Excel.
  4. Go to Home > Add-ins > More Add-ins > Shared Folder, pick Qeychain for Excel, click Add.

On Microsoft 365 builds you can also use More Add-ins > Upload My Add-in directly, same as the web steps.

  1. Copy the manifest to ~/Library/Containers/com.microsoft.Excel/Data/Documents/wef (create the wef folder if it does not exist).
  2. Restart Excel.
  3. Go to Home > Add-ins, and select Qeychain for Excel under My Add-ins.

3. Connect and go

  1. Open the Qeychain tab in the ribbon and click Connect.
  2. Sign in with your Qeychain account (the same email and password you use on the Qeychain app).
  3. In any cell, type =QC.HOLDINGS("your-wallet-address") to pull live holdings, or use the tax-lot optimizer functions to find the lowest-tax lots to sell.