The Scenario
You're a portfolio manager who runs a sector rotation model every Monday. The model lives in an Excel workbook and reads sector performance metrics from a worksheet that needs to be populated before 9 AM when you present allocation recommendations to the investment committee.
You came back from a two-week leave last week. The workbook was untouched. The dataset was stale. You spent 45 minutes of Monday morning manually populating 11 rows of sector data while your team waited for the rotation signal.
The bad version:
- Open Finage's sector performance endpoint, retrieve the JSON response, find the daily change, weekly change, and YTD return for each sector.
- Paste 11 sector names and three metrics each into four separate columns of the Excel worksheet.
- Notice the sector names from Finage use slightly different labels than your model and spend time fixing the mapping before the formulas will run.
Your model produces the allocation signal. Populating the input table is not the model's job.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the workbook and calls Finage on your behalf. It retrieves sector performance data, maps the fields, and writes all four metrics for all 11 sectors into the rows and columns your model expects.
Pull all sector performance metrics from Finage into my Excel sheet so I can sort by YTD return and identify momentum sectors
What You Get
- Column A: sector name, standardized (Technology, Healthcare, Energy, Financials, etc.)
- Column B: daily change expressed as a percentage
- Column C: weekly change expressed as a percentage
- Column D: YTD return expressed as a percentage
- All 11 standard sectors written in a single contiguous block, ready to sort by any column
What If the Data Is Not Quite Ready
Your model also needs 1-month and 3-month returns for each sector
Fetch US sector performance from Finage and write sector name, daily change, weekly change, 1-month return, 3-month return, and YTD return into the adjacent columns of my Sector Rotation worksheet
You want to rank sectors by YTD return and add a momentum rank column
Fetch US sector performance from Finage, write sector, daily change, weekly change, and YTD return into the adjacent columns, then add a rank column with each sector's position by YTD return descending so rank 1 is the top-performing sector
You want to compare this week's sector rankings to last week's, which are stored in a separate worksheet
Fetch current US sector performance from Finage, write sector name, daily change, weekly change, and YTD return into columns A through D of my Current Week worksheet, then in column E calculate the change in YTD return rank compared to the same sector's position in my Prior Week worksheet
You want to clear stale data, reload this week's figures, rank by YTD return, and add a rotation signal column in one pass
Clear all data below the header on my Sector Rotation worksheet, fetch current US sector performance from Finage, write sector, daily change, weekly change, and YTD return, add a YTD rank column, and in the next column write "OVERWEIGHT" for the top 3 ranked sectors and "UNDERWEIGHT" for the bottom 3
One prompt handles the data pull, the ranking logic, and the allocation signal together.
Try It
Open an Excel workbook you use for your sector rotation model. Get the 7-day free trial of SheetXAI and ask it to populate current Finage sector performance data with the ranking logic you use for Monday allocations. You can also ask it to pull individual sector ETF quotes, or return to the Finage hub for the full integration overview.