The Scenario
Operations at your broker-dealer runs a securities master workbook — 200 ticker symbols, updated monthly, used by compliance, trading, and risk. The person who last refreshed it left a note in Teams: "sector and exchange fields are from six months ago, someone should update these." That someone is now you.
The bad version:
- Identify the right Nasdaq Data Link endpoint for ticker metadata — after 10 minutes of documentation searching, it's SHARADAR/TICKERS.
- Write a filter query for the first symbol, inspect the response, figure out that "exchange" is the field name and "sector" is different from "industry."
- Build a loop for all 200 tickers, handle the ones that have been delisted and return empty results, and paste each response into the correct row without overwriting the trading desk's other columns.
Operations work is invisible when it's done right. It's very visible when the compliance report has stale sector classifications.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the ticker column, queries SHARADAR/TICKERS on Nasdaq Data Link for each symbol, and writes the metadata fields into the adjacent columns — without touching the columns the trading desk owns.
Enrich my Excel sheet of stock tickers by pulling metadata from Nasdaq SHARADAR — add columns for company name, sector classification, exchange listing, and country of domicile
What You Get
- Columns populated with a header row: Company Name, Sector, Industry, Exchange, Country
- One row per ticker, matching your existing symbol list order
- Delisted or unrecognized symbols get a "Not found in SHARADAR/TICKERS" note so you can follow up rather than silently inheriting stale data
- Exchange written as the short code (NYSE, NASDAQ, BATS, etc.); SIC code as a four-digit integer
What If the Data Is Not Quite Ready
You also need SIC code for the domestic names
For every ticker in column A, query SHARADAR/TICKERS on Nasdaq Data Link and write company name, sector, industry, exchange, SIC code, and country of domicile into columns B through G
The ticker list has inconsistent formatting — some are lowercase, some have trailing spaces
For every ticker in column A, trim whitespace and convert to uppercase before querying SHARADAR/TICKERS on Nasdaq Data Link, then write company name, sector, industry, exchange, and SIC code into columns B through F
You only want to refresh the rows where the sector field in column C is blank or says "Unknown"
For every row in my workbook where column C is blank or contains "Unknown", query SHARADAR/TICKERS on Nasdaq Data Link using the ticker in column A and write company name, sector, industry, exchange, SIC code, and country into columns B through G — leave all other rows untouched
You want metadata plus a classification flag for the compliance team in one shot
For every ticker in column A, query SHARADAR/TICKERS on Nasdaq Data Link and write company name, sector, industry, exchange, SIC code, and country into columns B through G — then add column H with "Domestic Equity" if country is USA and exchange is NYSE or NASDAQ, "Foreign Listed" if country is not USA, and "Other" otherwise
Pull and classify in one prompt. The flag is ready for the compliance filter without a follow-up formula.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a column of ticker symbols and ask it to enrich the full list with SHARADAR metadata from Nasdaq Data Link — sector, industry, exchange, country — across all 200 rows at once. You can also look at the spoke on pulling SHARADAR fundamentals for valuation modeling or the Nasdaq overview.