The Scenario
It's Monday morning at 7:30 AM and your investment committee meets at 9. Someone on the team added a comment to the shared sheet last Thursday: "can someone pull the recent rating changes before the meeting?" That someone is now you.
The bad version:
- Log into Benzinga's ratings terminal, filter by each of the 60 portfolio tickers one at a time, scan for upgrades and downgrades in the last 30 days.
- Copy the analyst firm, the action, the old rating, the new rating, and the new price target into a staging area — then realize the column headers in the committee sheet use different names and reformat everything.
- Miss two tickers because the Benzinga UI paginated the results and you didn't scroll.
Your firm doesn't keep you around to pull analyst data tables. It keeps you around to know which of those rating actions actually matter and why. The 90 minutes of lookup work is exactly the wrong way to spend the hour before a high-stakes meeting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your portfolio holdings and, through its built-in Benzinga integration, fetches analyst rating actions across all tickers in one prompt — no per-ticker lookups.
Fetch Benzinga analyst rating changes for all tickers in column A of my sheet from the last 30 days and write ticker, analyst firm, action (upgrade/downgrade/initiation), prior rating, new rating, prior target, and new target into columns B through H
What You Get
- Columns B–H populated with one row per rating action per ticker
- Tickers with no rating changes in the window get a single row noting "no actions in period"
- Actions are listed newest-first within each ticker's block
- Prior target and new target display as numeric values; tickers where no price target was set show blank
What If the Data Is Not Quite Ready
What if my ticker list includes some international symbols Benzinga doesn't cover?
Fetch Benzinga analyst rating changes for the last 30 days for all tickers in column A of my sheet. Skip any tickers where Benzinga returns no coverage and log them in column I as "Not covered" — write the successful results into columns B through H
What if I only want to see upgrades, not initiations or reiterations?
Fetch Benzinga analyst rating changes for all tickers in column A of my sheet from the last 30 days, filter to only upgrade and downgrade actions, and write ticker, analyst firm, action, prior rating, new rating, and new price target into columns B through G in a new tab called "Rating Moves"
What if the tickers in column A also appear on a separate "Excluded" tab that I want to skip?
Fetch Benzinga analyst rating changes for the last 30 days for tickers in column A of my "Holdings" tab, skip any ticker that also appears in column A of my "Excluded" tab, and write the results into columns B through H on the Holdings tab
What if I want the rating changes plus each ticker's current consensus rating in a single table?
For each ticker in column A of my sheet, fetch Benzinga rating actions from the last 30 days and the current Benzinga consensus rating and target average, then write rating action, analyst firm, new rating, new target, consensus rating, and target average into columns B through G — one row per action, consensus data repeated on each row for that ticker
Combining the individual action feed with the consensus view in one prompt saves the second lookup entirely.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a column of portfolio tickers, then ask it to pull the last month of rating actions before your next committee meeting. The article on compiling consensus analyst ratings picks up right where this one leaves off.