The Scenario
You just started covering 10 international markets for the first time. A senior analyst handed you a list of 50 company names — no tickers, no exchange codes, no ISINs — and asked you to build a reference workbook mapping each one to its primary listing before the morning brief. The companies span the US, UK, Germany, Japan, Brazil, and a few others. The brief starts at 9 AM.
The bad version:
- Open the EODHD instrument search documentation, learn that you need to query by company name and filter results by exchange to pick the primary listing.
- Search company one, get back four results across three exchanges, decide which is the primary listing, copy the ticker and ISIN into the workbook.
- Repeat for 49 more companies, making judgment calls on cross-listed securities that vary by convention across different markets.
It's 10:30 PM. The brief is in less than 11 hours. You have 28 companies left.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the company name list, searches EODHD for each one, selects the primary listing based on exchange priority, and writes the ticker, exchange code, and ISIN into the adjacent columns.
For every company in my Excel 'Research Universe' table, look up its ticker symbol and exchange using EODHD's instrument search and fill the missing columns.
What You Get
- Column B: primary exchange ticker symbol
- Column C: exchange code (NYSE, LSE, XETRA, TSE, etc.)
- Column D: ISIN for each security
- Any company with ambiguous results flagged in column E with alternatives
- Any company with no match marked clearly rather than left blank
What If the Data Is Not Quite Ready
Several company names on the list are subsidiaries, not the parent
The list includes "Google" (not Alphabet), "Instagram" (not Meta).
For each company name in column A of my Excel 'Research Universe' workbook, search EODHD and write the primary ticker and exchange code. Where the search returns a parent company rather than a direct match, note the parent name in column E.
The list has names in local languages
A few entries are Japanese company names in their native script.
For each company name in column A of my Excel 'Research Universe' workbook, search EODHD for the primary listing. For any where no match is returned, try the name transliterated to English and note both attempts in column E.
You need to add current market cap to rank the universe
For each company in column A of my Excel 'Research Universe' workbook, use EODHD to resolve the primary ticker and ISIN. Then fetch each company's current market capitalization from EODHD fundamentals and write it in USD millions into the next column.
Full research universe build: resolve tickers, enrich with sector and market cap, flag thin coverage
For all 50 companies in column A of my Excel 'Research Universe' workbook, resolve the primary ticker, exchange code, and ISIN from EODHD. Then fetch each company's sector, industry, and market cap from EODHD fundamentals. Flag any company where market cap is below $500M as 'Thin coverage' to signal liquidity risk.
One prompt. A research universe reference workbook ready for the morning brief.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a company name list, then ask it to run the EODHD instrument search and build the reference table. You can also ask it to convert ISINs and CUSIPs to tickers or see the full set of EODHD use cases at the integration hub.