The Scenario
You manage a 30-ticker watchlist in an Excel workbook. Every morning before the market opens, you need bid, ask, previous-close, and volume for each symbol loaded into the adjacent columns so you can run your pre-market screening logic. The workbook is ready. The columns are labeled. The data is sitting inside Finage.
The bad version:
- Open the Finage dashboard, search each ticker individually, read the quote fields, and paste the values into the correct row of the Excel workbook — 30 times.
- Realize the bid/ask columns imported as text rather than numbers and spend 10 minutes converting the format before your screening formula will calculate correctly.
- Finish entering the data at 9:20 AM, eight minutes after the pre-market window you were trying to screen has already closed.
Your watchlist is a decision-support tool. The moment populating it takes longer than analyzing it, it stops doing its job.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook and talks to Finage on your behalf. It reads the tickers in your workbook, calls the Finage quote endpoint for each one, and writes the returned fields into the columns you specify — no API construction, no clipboard work, no format fix.
Read the 25 stock symbols in my Excel sheet and pull current trade price, previous-close, and market cap from Finage for each, filling the adjacent columns
What You Get
- Column B: current bid price, formatted as a number
- Column C: current ask price, formatted as a number
- Column D: previous-close price
- Column E: volume from the last trading session
- Tickers that return no data get an empty cell; SheetXAI notes any failures in a summary row so nothing silently blanks out
What If the Data Is Not Quite Ready
Some tickers in your list are crypto pairs formatted differently from equities
For each symbol in column A of my Excel sheet, detect whether it is a stock or a crypto pair and call the appropriate Finage endpoint — equity quote for stocks, crypto snapshot for pairs like BTCUSD — then write price, bid, ask, and volume into columns B through E
You want to add the sector for each ticker alongside the quote data
For each ticker in column A of my Excel sheet, fetch the latest quote from Finage and also look up the company sector, then write bid, ask, previous close, volume, and sector into columns B through F
Your watchlist spans two worksheets — large-cap on Sheet1 and small-cap on Sheet2
Read all tickers from column A on both the Large-Cap and Small-Cap worksheets in my Excel workbook, fetch the current quote from Finage for each, and write bid, ask, previous close, and volume into columns B through E on the respective worksheet
You want to clear old quote data, refresh everything, and flag symbols where the bid-ask spread exceeds 2%
Clear columns B through E on my Watchlist worksheet, then fetch fresh bid, ask, previous close, and volume from Finage for every ticker in column A, write them in, and in column F note any symbol where the spread between bid and ask is wider than 2%
One prompt handles the cleanup, the data pull, and the conditional flagging in a single pass.
Try It
Open an Excel workbook with your stock watchlist in column A. Get the 7-day free trial of SheetXAI and ask it to fetch live Finage quotes into the adjacent columns. Then check out how to load historical OHLCV bars for the same tickers, or return to the Finage hub for the full overview of what the integration covers.