The Scenario
You are a portfolio manager. Your trading plan for the next quarter starts Monday. You manage 40 positions in an Excel workbook and you want to see all upcoming earnings dates for your holdings alongside the IPO calendar for the next 90 days in one place before the week starts.
The manual version:
- You go to a financial site, search for ticker one's earnings date, write it into the workbook
- You search for ticker two, write it down
- You repeat for all 40 positions
- You find a separate site for the IPO calendar, cross-reference the names manually
- It is Sunday evening, you have spent two hours on a calendar that should have taken ten minutes, and you missed one earnings date that was tomorrow.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your workbook that fetches both calendars from Alpha Vantage and filters them to your portfolio in one pass.
Open the SheetXAI sidebar and type:
Fetch the earnings calendar from Alpha Vantage for the next 3 months and filter it to only show tickers that are in column A of my portfolio workbook, writing matched rows to columns D through G. Then pull the Alpha Vantage IPO calendar for the next 3 months and write company name, expected date, and exchange to this workbook, then highlight any IPOs with estimated market cap over $1B.
SheetXAI fetches the full earnings calendar, filters it to your 40 holdings, writes matched rows to columns D through G, then fetches and writes the IPO calendar with the large-cap flag.
What You Get
Two calendar views in one workbook:
- Columns D-G — upcoming earnings dates filtered to your 40 holdings (ticker, earnings date, estimated EPS, actual EPS if reported)
- IPO calendar section — company name, expected date, and exchange for upcoming IPOs over 90 days
- Large-cap highlight — any IPO with estimated market cap above $1B is flagged
You see the full trading calendar for your portfolio in one view. No cross-referencing. No missed dates.
Want a week-by-week view sorted by earnings date? Add "sort the earnings rows by date ascending and group them by week" to the prompt.
What If the Data Is Not Quite Ready
Earnings calendars have their own complications. SheetXAI handles them in the same prompt.
When you want to distinguish confirmed from unconfirmed earnings dates
Alpha Vantage marks some dates as confirmed and others as estimated.
Fetch the earnings calendar from Alpha Vantage for the next 3 months, filter to tickers in column A of the portfolio workbook, and write matched rows to columns D through G. Add a column H that marks whether the earnings date is confirmed or estimated based on the Alpha Vantage data.
When you want to flag positions with earnings in the next two weeks
You want to know which holdings have imminent earnings to decide whether to hold or reduce before the report.
After filtering the earnings calendar to your holdings and writing it to columns D through G, add a column I that marks any ticker with an earnings date within the next 14 days as "IMMINENT." Sort the matched rows by date ascending.
When you want to add analyst EPS estimates alongside the calendar
Knowing the earnings date is useful. Knowing the street's EPS expectation is better.
After writing the filtered earnings calendar to columns D through G, add the analyst consensus EPS estimate for each matched ticker from the Alpha Vantage earnings data into column H. If no estimate is available, write "N/A."
When you need the full pre-quarter trading calendar in one shot
Monday starts in three days. You need the filtered earnings calendar, the IPO calendar, imminent flags, EPS estimates, and a brief summary of the three highest-risk weeks.
Fetch the next 3 months of earnings dates from Alpha Vantage, filter to my 40 holdings in column A, write matched rows to columns D through H, and flag dates within 14 days as "IMMINENT." Add consensus EPS estimates to column I. Fetch the next 90 days of IPO data and write company, date, and exchange below the earnings section. Flag IPOs with estimated market cap over $1B. Identify the three calendar weeks with the most earnings events across my holdings and write a two-sentence risk note for each into cells D55 through D57.
The pattern: the two calendar pulls, the filtering, the flags, and the risk summary all happen before Monday morning.
Try It
Get the 7-day free trial of SheetXAI and open any portfolio workbook, then ask it to pull the Alpha Vantage earnings and IPO calendars and filter them to your holdings. The Alpha Vantage integration is included in every SheetXAI plan. For related workflows, see how to scan news sentiment in Excel or the Alpha Vantage in Excel overview.