The Scenario
You are a value investor. Your quarterly portfolio review is in three days. You have 150 potential stock picks in an Excel workbook on the Candidates tab and you need market cap, P/E ratio, forward P/E, dividend yield, and sector appended for every one of them before you sit down with your financial advisor.
The slow version:
- You open a finance site, look up ticker one, find the P/E, write it into the workbook
- You look up the sector under a different tab on the site, write it into column F
- You do it again for ticker two
- Around ticker twenty your advisor texts asking if the list is ready yet
- You send over a half-finished workbook with ninety blanks and a note saying "still working on it."
The fast version is one prompt before the meeting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your workbook that fetches company overview data from Alpha Vantage for every ticker in one pass.
Open the SheetXAI sidebar and type:
For each ticker in column A of the Candidates tab, fetch the company overview from Alpha Vantage and write market cap, P/E ratio, EPS, dividend yield, and sector into columns B through F.
SheetXAI calls the Alpha Vantage company overview endpoint for all 150 tickers, parses the relevant fields, and writes everything into the workbook. You come back to a complete table.
What You Get
A filled reference table across five columns for every ticker in the Candidates tab:
- Column B — market cap
- Column C — P/E ratio (trailing twelve months)
- Column D — EPS
- Column E — dividend yield
- Column F — sector
The data comes from Alpha Vantage's company overview endpoint, which pulls from the most recently reported figures.
Want to flag value picks automatically? Add "flag any stock where P/E is below 15 and dividend yield is above 3% in column G" to the prompt.
What If the Data Is Not Quite Ready
Watchlists assembled over time tend to have inconsistencies. SheetXAI handles the cleanup and fetch together.
When some tickers are ETFs or funds with no P/E
The list has a mix of individual stocks and ETFs. The company overview endpoint returns no P/E for ETFs.
For each ticker in column A of the Candidates tab, fetch the company overview from Alpha Vantage and write market cap, P/E, EPS, dividend yield, and sector into columns B through F. If a ticker is an ETF or returns no P/E data, write "ETF/FUND" in column C and leave D blank.
When you want to screen by sector first
You only want Healthcare and Consumer Staples for this round of the review.
Fetch company overview data from Alpha Vantage for all tickers in column A of the Candidates tab. Write market cap, P/E, EPS, dividend yield, and sector into columns B through F. Filter the tab to only show rows where column F is Healthcare or Consumer Staples. Move non-qualifying rows to a separate section below an "Excluded" header.
When you want to add a forward P/E estimate column
Alpha Vantage company overview includes analyst forward P/E estimates for most tickers.
After writing the standard fundamentals into columns B through F of the Candidates tab, add the forward P/E from the Alpha Vantage company overview into column G. If forward P/E is not available, write "N/A."
When you need the full pre-meeting package in one shot
Your advisor wants the fundamentals table, a ranked shortlist of the top 20 value picks, and a two-paragraph summary of the best candidates.
For each ticker in column A of the Candidates tab, fetch market cap, P/E ratio, EPS, dividend yield, and sector from Alpha Vantage and write into columns B through F. Flag any stock where P/E is below 15 and dividend yield above 3% in column G. Assign a "Value Score" in column H (1 point for P/E below 15, 1 for dividend yield above 3%, 1 for market cap above $5B). Sort a copy of the top 20 by Value Score into a "Shortlist" section starting at row 160. Write a two-paragraph summary of the top 5 candidates into cell A180 for the meeting notes.
The pattern: the data fetch, the screening logic, the ranking, and the written summary all run before you sit down with your advisor.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with a ticker list, then ask it to pull Alpha Vantage company overview data for every row. The Alpha Vantage integration is included in every SheetXAI plan. For related workflows, see how to run a technical indicator screen in Excel or the Alpha Vantage in Excel overview.