The Scenario
You're meeting with a client on Friday to review their retirement portfolio. The current allocation leans heavily on three mutual funds selected five years ago. Before recommending changes, you want a side-by-side comparison across 20 funds — asset allocation, sector weights, P/E ratio, price-to-book — so you can show, not just assert, that there are better options. The EODHD fundamentals endpoint has all of it. What doesn't exist yet is the comparison workbook.
The bad version:
- Look up the EODHD fundamentals endpoint for mutual funds, run a test call to see what the response structure looks like, and note that the fields are nested three levels deep inside a JSON object.
- Write a parsing function that extracts equity %, bond %, top-3 sector weights, P/E, and price-to-book — handling the fact that some funds report sector weights as an array and others as a dictionary.
- Run the loop for all 20 funds, import the result into Excel, and find that two fund tickers returned fundamentals for a share class you didn't intend and now have to re-run.
Friday is four days away. Two of those days are billable.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the fund ticker list, calls the EODHD fundamentals endpoint for each fund, extracts the fields you need, and writes the comparison table.
Pull EODHD mutual fund data for all 20 funds in my Excel sheet — inception date, expense ratio, asset allocation, and sector weightings — and populate the corresponding columns.
What You Get
- One row per fund with equity %, bond %, P/E ratio, and price-to-book
- Top 3 sector weights as percentage values with sector names
- Any fund where EODHD returns no fundamental data flagged in a note column
- Values formatted as percentages where appropriate
What If the Data Is Not Quite Ready
The ticker list has multiple share classes and you want the institutional class only
Column A has both A-class and I-class tickers for some funds.
For each ticker in column A of my Excel 'Fund Comparison' workbook, check whether EODHD returns multiple share classes. Where an 'I' or 'Institutional' class exists, use that one. Fetch the fundamentals for the preferred class and populate the comparison columns.
You want to add a trailing return column from EODHD price history
For each fund in column A of my Excel 'Fund Comparison' workbook, fetch EODHD fundamental data. Then calculate the 3-year annualized total return using EODHD price history and write it into the next available column.
Two funds share the same benchmark and you want a benchmark comparison row
Add a benchmark row at the bottom of my Excel 'Fund Comparison' workbook using EODHD data for SPY as a proxy, showing its equity %, P/E, and top 3 sector weights in the same columns as the other funds.
Full client presentation prep: fundamentals + returns + risk metrics + peer ranking
For all 20 funds in column A of my Excel 'Fund Comparison' workbook, fetch EODHD fundamentals (equity %, bond %, P/E, price-to-book, top 3 sectors), the 3-year annualized return, and the standard deviation of monthly returns over 3 years. Add a 'Peer Rank' column showing where each fund ranks within the group on 3-year return. Add a benchmark row using SPY.
One prompt. A comparison workbook ready to walk through in the meeting.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a fund or ETF ticker list, then ask it to pull EODHD fundamentals for the comparison. You can also ask it to pull live quotes and calculate P&L or see all EODHD use cases at the integration hub.