The Scenario
You're a sell-side equity analyst with five seed tickers in a Excel workbook and an hour to build a first-pass peer group table before a call with a potential new client. You need company details — sector, industry, market cap, CEO — for each seed ticker, plus a list of related companies Polygon identifies for each one. The peer group you end up with will inform the entire research agenda.
The bad version:
- Open Polygon's ticker details endpoint for the first ticker.
- Extract sector, industry, market cap, headquarters city, and CEO name, paste into columns B through F.
- Open Polygon's related companies endpoint for the same ticker, extract the related symbols, join them into a comma-separated string, paste into column G.
- Repeat for four more tickers, then realize your market cap values are in different units — some returned in millions, one in full dollars — and go back to normalize.
You had an hour. You spent 40 minutes on data formatting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Polygon's ticker details and related companies endpoints in one pass.
For each ticker in column A, fetch the company details from Polygon (sector, industry, market cap, headquarters, CEO) and write them into columns B through F.
What You Get
- Columns B through F populated for each ticker: Sector, Industry, Market Cap (normalized to millions), Headquarters City, CEO Name.
- Market cap values consistent in unit across all rows (millions USD).
- Tickers where company details are unavailable noted with "Not found" in column B.
What If the Data Is Not Quite Ready
I also need related companies, not just the details
For each ticker in column A, use Polygon to find related companies and write the related ticker symbols into column G as a comma-separated list.
I want to expand the related company list into a full peer group sheet
For each ticker in column A, fetch related companies from Polygon, then for each related ticker, fetch company details (sector, industry, market cap) and write all results into a Peer Group sheet with the seed ticker noted in column A.
Some tickers in my list are no longer trading — I need to flag them
For each ticker in column A, check Polygon's ticker status and flag any ticker that is no longer actively trading in column B, then pull company details only for the active ones.
Pull all company details, calculate the median market cap of the group, and highlight any peer with market cap more than 2x or less than 0.5x the median
For each ticker in column A, fetch company details from Polygon including market cap, write all details into columns B through F, calculate the group's median market cap, and highlight any row where market cap is more than 2x or less than 0.5x the median in yellow.
One prompt builds the peer table and the outlier flags without a separate calculation step.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you're building a peer group, then ask it to pull company details and related tickers from Polygon for your seed list. You might also want to pull income statement data or technical indicators for the same peer group.