The Scenario
You run a mean-reversion strategy on 15 forex pairs. Your strategy workbook in Excel needs current bid, ask, previous close, and the past 30 days of daily OHLCV bars for each pair — two different data shapes, pulled from two different Finage endpoints. You've been pulling quotes from one worksheet and bars from another, manually, every Sunday before your weekly strategy review.
The third Sunday in a row doing this, you realize the process itself has become the biggest variable in your workflow.
The bad version:
- Call the Finage forex quote endpoint for each pair, copy the bid and ask, paste into the quotes worksheet — 15 pairs, 15 pastes.
- Switch to the historical endpoint, retrieve 30 days of bars for pair 1, export to CSV, import into the workbook. Repeat 14 more times.
- Discover that two pairs returned bars in a different number of rows because of a bank holiday in the quote currency country, and your downstream formulas are now misaligned by a day.
Your strategy cannot run until the data is clean and aligned. The time you spend on the data pull is time you are not spending on the strategy.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that connects to Finage directly. It reads your pairs, calls the quote and historical endpoints, and writes both data shapes into the appropriate locations in your workbook — no CSV import, no alignment fix, no endpoint juggling.
Read 15 forex pairs from my Excel sheet and pull 30 days of daily OHLCV bars from Finage for each, writing the historical data into the rows below each pair header
What You Get
- Current quote section: bid, ask, and previous close in the columns you specify
- Historical bars below each pair header: date, open, high, low, close, volume — one row per trading day
- Gaps (weekends, bank holidays) excluded cleanly rather than written as empty rows
What If the Data Is Not Quite Ready
You also need the 30-day average spread alongside the current quote
For each forex pair in column A of my Excel workbook, fetch the current quote and 30 days of daily bars from Finage, write bid, ask, and previous close into the quote columns, and add a column with the average daily spread (high minus low) across the 30-day lookback period
Some pairs in your list include exotic currencies that Finage covers differently
For each pair in column A of my Excel workbook, check whether Finage returns a standard quote or requires the exotic forex endpoint, then fetch the current bid, ask, and previous close using whichever endpoint applies and write the results into the adjacent columns
You want to write the bars into separate worksheets, one per pair
For each forex pair in column A of my Index worksheet, create a new worksheet named after the pair, then fetch 30 days of daily OHLCV bars from Finage and write date, open, high, low, close, and volume into that worksheet
You want to clear last week's data, reload everything, and flag pairs where the current spread exceeds the 30-day average by more than 50%
Clear all data below the headers in my Forex Strategy workbook, fetch current bid, ask, and previous close from Finage for each pair in column A, fetch 30 days of OHLCV bars, calculate the average daily spread, and flag any pair where today's spread is more than 50% wider than the 30-day average
One prompt covers the data refresh, the derived calculation, and the alert logic end to end.
Try It
Open an Excel workbook with your forex pairs in column A. Get the 7-day free trial of SheetXAI and ask it to load current quotes and historical bars from Finage in a single pass. You can also ask it to add technical indicators for those pairs, or return to the Finage hub for the full overview.