The Scenario
You're a venture analyst at a family office and one of your weekly responsibilities is keeping a Excel workbook of recent IPOs current. The managing partner checks it every Friday. It should have listing date, ticker, exchange, offer price, and company name for everything that went public in the last 12 months. For the past four months you've been updating it by hand — checking news sites, cross-referencing EDGAR, and running Polygon API calls one at a time whenever a new IPO catches your attention.
The bad version:
- Query Polygon's IPO endpoint with a 12-month date range.
- Realize the response is paginated and you only got the first 100 records.
- Handle the pagination, concatenate all pages, clean the company name field (which sometimes includes extra entity suffixes).
- Match the exchange codes to human-readable names, format the listing dates, paste the 200+ row result into the sheet.
This happens every Friday before the partner meeting. It takes 45 minutes every Friday. It never gets faster.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Polygon's IPO endpoints, handles the pagination, and writes the full result into a structured layout.
Fetch all IPO data from Polygon for the last 12 months and import it into a new sheet called IPO Log with columns for ticker, company name, exchange, listing date, and offer price.
What You Get
- A populated IPO Log sheet with all IPOs from the last 12 months, one row per listing.
- Columns: Ticker, Company Name, Exchange (human-readable), Listing Date (YYYY-MM-DD), Offer Price.
- All pages of Polygon's response concatenated — no truncation at 100 rows.
- Rows sorted by listing date descending (most recent at the top).
What If the Data Is Not Quite Ready
I also need upcoming IPOs, not just past ones
Pull all upcoming IPOs from Polygon and write the expected listing date, company name, ticker, and exchange into my Excel IPO Pipeline sheet.
I want to cross-reference the IPO list against my existing portfolio watchlist
Fetch all IPOs from Polygon for the last 12 months, check whether each ticker appears in column A of my Portfolio Watchlist sheet, and mark any that match with "WATCHLIST HIT" in a new column F.
I need only IPOs on Nasdaq and NYSE, not OTC or smaller exchanges
Pull all IPOs from Polygon for the last 12 months, filter to listings on Nasdaq or NYSE only, and import them into my IPO Log sheet with ticker, company name, exchange, listing date, and offer price.
Fetch full IPO history, flag any IPO where offer price is below 10 dollars, calculate first-day return if available, and sort by listing date descending
Fetch all IPOs from Polygon for the last 12 months, flag any offering priced below $10 in column F, pull the first-day closing price from Polygon's price history if available and calculate the first-day return percentage in column G, then sort the entire sheet by listing date descending.
One prompt builds the IPO log, flags the penny offerings, and calculates first-day returns without separate lookup steps.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you track your IPO pipeline, then ask it to pull recent and upcoming listing data from Polygon. You might also want to pull company fundamentals for your new listings or run technical indicators once they have enough price history.