The Scenario
You're a compliance analyst at an asset manager. Your portfolio covers 35 names across healthcare, energy, and financials. Regulatory filings — 8-Ks, 10-Qs, proxy statements — arrive without warning, and missing one for a covered name creates a documentation gap that shows up in the next audit.
Your Excel workbook has a Filings worksheet that's supposed to be updated every morning. The person who built the update process left the firm. The update hasn't run in six days.
The bad version:
- Go to the Finage SEC RSS endpoint, retrieve the feed, copy the JSON response into a text editor, manually extract ticker, form type, filing date, and link for each entry.
- Paste the extracted data row by row into the Excel workbook.
- Realize the feed returned 50 entries but your paste only captured 30 before the clipboard truncated, so you missed 20 filings and have to start over.
Six days of missed filings means six days of documentation gaps. The audit question is going to be why there's a gap.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the workbook and talks to Finage on your behalf. It calls the SEC RSS feed endpoint, retrieves the latest entries, and writes form type, company ticker, and filing link into the rows you specify — all of them, not just what fits on a clipboard.
Pull the 30 most recent EDGAR filings from Finage's SEC RSS feed and fill my Excel sheet with form type, company ticker, and filing link
What You Get
- Column A: ticker symbol
- Column B: SEC form type (8-K, 10-Q, 10-K, DEF 14A, etc.)
- Column C: filing date in a sortable format
- Column D: direct link to the EDGAR filing
- Entries written newest-first so the most recent filings appear at the top of the worksheet
What If the Data Is Not Quite Ready
You only want to keep filings for tickers that appear in your coverage list on a separate worksheet
Fetch the latest 50 SEC RSS feed entries from Finage, write them into the Staging worksheet with ticker, form type, date, and link, then in column E mark any ticker that also appears in column A of my Coverage List worksheet with "COVERED" and leave the rest unmarked
You only care about 8-K and 10-Q filings — proxy statements are noise for your workflow
Fetch the latest SEC RSS entries from Finage and write only the 8-K and 10-Q filings into my Filings worksheet with ticker, form type, filing date, and link — skip all other form types
Your workbook already has last week's filings and you don't want duplicates
Check the existing entries in my Filings worksheet for the most recent filing date, then fetch new SEC RSS entries from Finage dated after that cutoff, and append only the new rows with ticker, form type, date, and link
You want to load this week's filings, cross-reference coverage, flag high-priority form types, and add a summary count in one shot
Clear my Filings worksheet below the header, fetch the latest 50 SEC RSS entries from Finage, write ticker, form type, date, and link, mark "COVERED" in column E for any ticker on my Coverage List worksheet, mark "HIGH PRIORITY" in column F for 8-K and 10-Q filings, and write a count of covered filings by form type below the data table
One prompt handles the fetch, the cross-reference, the priority flag, and the summary together.
Try It
Open an Excel workbook where you want your SEC filing feed to land. Get the 7-day free trial of SheetXAI and ask it to populate the latest EDGAR entries from Finage filtered to your coverage list. You can also ask it to pull fundamentals for those covered tickers, or return to the Finage hub for the full list of what the integration supports.