The Scenario
Your quant model needs P/E, EV/EBITDA, revenue, net income, and total assets for 50 S&P 500 stocks. You built the scoring model last week. The workbook is waiting. The only thing missing is the data in columns B through F.
The bad version:
- Navigate to the Nasdaq Data Link SHARADAR/SF1 documentation, confirm which dimension value gives you the most recent annual filing (it's
ARY), note that down. - Write a Python script to loop through 50 tickers, make 50 API calls with the right datatable filter, parse the JSON, and write each row to the workbook via the Excel API.
- Debug the EV/EBITDA field name, which turns out to be
evebitdanotev_ebitda, re-run, realize two tickers return multiple rows because they changed fiscal year end, and add deduplication logic.
The model is already built. The scoring weights are already calibrated. Spending three hours on ingestion plumbing is not part of the original time estimate.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads your ticker list, queries SHARADAR/SF1 on Nasdaq Data Link for the most recent annual filing per ticker, and writes the fundamental metrics directly into the specified columns.
Pull SHARADAR fundamental data from Nasdaq for all tickers in my Excel sheet — I need annual revenue, operating income, total debt, and market cap for each company, one row per ticker
What You Get
- Columns populated with a header row: Revenue, Operating Income, Total Debt, Market Cap
- One row per ticker using the most recent ARY (annual restated) dimension from SHARADAR/SF1
- Revenue and total assets in USD millions as reported in SHARADAR; ratios as decimals
- Any ticker with no SHARADAR coverage flagged explicitly rather than left blank
What If the Data Is Not Quite Ready
Some tickers have restated their financials and you want the latest restated figures
For each ticker in column A, query SHARADAR/SF1 on Nasdaq Data Link using the ARY dimension and pull the most recent row — write revenue, net income, total assets, P/E ratio, and EV/EBITDA into columns B through F
You also need operating income and total debt to compute leverage ratios
For each ticker in column A, query SHARADAR/SF1 on Nasdaq Data Link for the most recent annual filing and write revenue, net income, operating income, total assets, total debt, P/E ratio, and EV/EBITDA into columns B through H
You want to filter the pull to only tickers where market cap is above $5 billion
For each ticker in column A, query SHARADAR/SF1 for the most recent annual filing — only write data for tickers where market cap is above $5 billion; for the rest, leave the row blank and note "Below market cap threshold" in column B
You want fundamentals plus a quick-score calculated in one shot
For each ticker in column A, pull revenue, net income, total assets, P/E ratio, and EV/EBITDA from SHARADAR/SF1 into columns B through F — then add column G with a simple value score: "Cheap" if P/E is below 15 and EV/EBITDA is below 10, "Fair" if either is within 20% of those thresholds, and "Expensive" otherwise
Score the universe and pull the data in one prompt. The label lands in column G, ready for the sort.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a column of S&P 500 tickers, then ask it to pull SHARADAR/SF1 fundamentals from Nasdaq Data Link for your entire scoring universe in one pass. You can also explore the spoke on enriching tickers with SHARADAR metadata or the Nasdaq overview.