The Scenario
You're a buy-side analyst. You cover 25 stocks. Every Monday morning your team lead wants the same briefing table: analyst buy/hold/sell counts, mean price target, and whether EPS estimates have been moving up or down in the past 30 days. It takes you 45 minutes to build this manually. You have been doing it for four months.
The analyst who left last quarter had it automated. Nobody knows how. The script is gone. You are back to doing it manually.
The bad version:
- Pull analyst recommendation data for the first ticker from a financial data source. Count the buy, hold, and sell ratings. Find the mean price target. Type five numbers into the workbook.
- Separately pull EPS revision data for the same ticker. Count upward and downward revisions in the past 30 days. Type two more numbers.
- Repeat for 24 more stocks. Seven fields per stock, 175 entries, before 8 AM.
You're a buy-side analyst. You're supposed to be making calls, not counting ratings.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the 25 tickers in column A and, through its built-in Twelve Data integration, fetches analyst recommendation counts, price targets, and EPS revision data for each and writes all fields across the specified columns.
Fetch analyst consensus recommendations from Twelve Data for each ticker in column A. Write strong buy count into column B, buy count into column C, hold count into column D, sell count into column E, strong sell count into column F, and mean price target into column G. Fetch EPS revision data for the past 30 days and write upward revision count into column H and downward revision count into column I.
What You Get
- Raw analyst count by rating category in columns B through F.
- Mean price target in column G.
- Upward and downward EPS revisions in the past 30 days in columns H and I.
- Any ticker with no analyst coverage noted with NO COVERAGE in column B so you don't mistake a blank for a failed pull.
What If the Data Is Not Quite Ready
If you want to add a consensus label based on the count distribution
Fetch analyst recommendation counts from Twelve Data for each ticker in column A and write strong buy, buy, hold, sell, and strong sell counts into columns B through F. In column G, write CONSENSUS BUY if strong buy plus buy exceeds 60% of total ratings, CONSENSUS SELL if sell plus strong sell exceeds 40%, otherwise MIXED.
If you want to calculate implied upside from the mean price target versus current price
Fetch analyst consensus data and mean price target from Twelve Data for each ticker in column A, writing into columns B through G. Fetch current price from Twelve Data and write into column H. Calculate implied upside as (mean target / current price) - 1 and write into column I.
If some names in your coverage are international and may have thinner analyst coverage
Fetch analyst recommendations from Twelve Data for each ticker in column A, passing the exchange in column B as a qualifier. Write buy/hold/sell counts and mean target into columns C through H. Flag any ticker with fewer than 3 analyst ratings as LOW COVERAGE in column I.
Kill-chain: pull consensus, calculate composite score, and sort the briefing workbook
Fetch analyst rating counts and mean price target from Twelve Data for each ticker in column A. Write into columns B through G. Fetch current price into column H and calculate implied upside into column I. Build a composite analyst score: (strong buy x 2 + buy x 1 - sell x 1 - strong sell x 2) / total analyst count. Write into column J. Sort the workbook from highest composite score to lowest so your top-rated names appear first when the team lead opens the file.
Try It
Get the 7-day free trial of SheetXAI and open your coverage workbook with tickers in column A, then ask it to populate the full morning briefing table before your team's first call. Also see pulling fundamental data tables and the full Twelve Data overview.