The Scenario
You're an equity analyst screening 15 tickers for a value strategy. Your screening workbook in Excel has the symbols in column A, but the columns for CEO name, industry, market cap, and EMA-20 indicator values are empty. The investment committee meeting is Thursday. You have today and tomorrow.
The workbook came from a vendor who set it up six months ago. The vendor relationship ended. The formulas that used to pull from a data feed stopped working when the API key expired. Now you're staring at a working model with no inputs.
The bad version:
- Look up each ticker's company details in the Finage fundamentals endpoint, copy CEO name, industry, and market cap, paste into columns B through D. Fifteen tickers.
- Go back to the technical indicators endpoint for EMA-20, call each ticker separately, copy the value, paste into column E. Fifteen more calls.
- Realize market cap is coming back in raw units while your model expects millions, and spend an afternoon fixing the unit mismatch before the formulas will run.
You were supposed to be doing the analysis, not sourcing the inputs.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the tickers and connects to Finage directly. It calls the company details and technical indicator endpoints for each symbol and writes the combined output into your workbook — one prompt covers both data sources.
Read 15 stock symbols from my Excel sheet and pull CEO name, industry, market cap, and EMA-20 indicator values from Finage for each company, filling the adjacent columns
What You Get
- Column B: CEO name
- Column C: industry classification
- Column D: market cap in millions
- Column E: EMA-20 value as of the most recent trading day
- Tickers with missing fundamental data surface a note rather than silently writing zero
What If the Data Is Not Quite Ready
You also need the 14-day RSI alongside EMA-20 for the full technical picture
For each ticker in column A of my Excel workbook, fetch CEO name, industry, and market cap from Finage company details, then fetch both the EMA-20 and 14-day RSI indicator values, and write all five fields into the adjacent columns
Some tickers on your list are ETFs that don't have CEO entries
For each ticker in column A, call the Finage company details endpoint and EMA-20 indicator endpoint, write CEO name, industry, market cap, and EMA-20 into the adjacent columns, and for ETFs that have no CEO field write "ETF" in the CEO column instead of leaving it blank
You want to apply a filter inline — only keep rows where EMA-20 is below the current price and market cap exceeds 2 billion
For each ticker in column A of my Excel workbook, fetch CEO name, industry, market cap, and EMA-20 from Finage, write the values into the adjacent columns, and in the next column mark "SCREEN PASS" for any ticker where the current price is above EMA-20 and market cap exceeds 2000 (millions)
You want to clear stale values, refresh everything, apply the filter, and summarize by industry in one pass
Clear the data columns in my Screening worksheet, fetch CEO name, industry, market cap, and EMA-20 from Finage for every ticker in column A, apply the price-above-EMA and market-cap filter, and below the data table write a count of screen-passing tickers by industry
One prompt handles the data pull, the filter logic, and the summary in a single operation.
Try It
Open an Excel workbook with your equity screening tickers in column A. Get the 7-day free trial of SheetXAI and ask it to load company fundamentals and EMA-20 from Finage in one pass. You can also ask it to pull historical OHLCV data for those same tickers, or return to the Finage hub for the full integration overview.