The Scenario
You're meeting with a client on Friday to review their retirement portfolio. The current allocation leans heavily on three mutual funds that were selected five years ago. Before recommending any changes, you want a side-by-side comparison across 20 funds — asset allocation, sector weights, P/E ratio, price-to-book — so you can show, not just assert, that there are better options. The EODHD fundamentals endpoint has all of it. What doesn't exist yet is the comparison sheet.
The bad version:
- Look up the EODHD fundamentals endpoint for mutual funds, run a test call for one fund to see what the response structure looks like, and note that the fields you care about are nested three levels deep inside a JSON object.
- Write a parsing function that extracts equity %, bond %, top-3 sector weights, P/E, and price-to-book from each response — handling the fact that some funds report sector weights as a percentage array and others as a dictionary.
- Run the loop for all 20 funds, import the result into the sheet, and find that two fund tickers returned fundamentals for a share class you didn't intend and now have to re-run.
Friday is four days away. Two of those days are billable.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the fund ticker list, calls the EODHD fundamentals endpoint for each fund, extracts the fields you need, and writes the comparison table — without the endpoint documentation or the JSON parsing.
For each mutual fund ticker in column A of my 'Fund Comparison' sheet, fetch EODHD fundamental data and write the equity %, bond %, P/E ratio, and top 3 sector weights into columns B through F.
What You Get
- One row per fund with equity %, bond %, P/E ratio, and price-to-book in adjacent columns
- Top 3 sector weights written as percentage values with sector names as sub-columns or in a readable format
- Any fund where EODHD returns no fundamental data (money market funds, some ETFs) flagged in a note column
- Values formatted as percentages where appropriate, not raw decimals
What If the Data Is Not Quite Ready
The ticker list has multiple share classes and you want the institutional class only
Column A has both A-class and I-class tickers for some funds. You want the institutional (I-class) share class for the comparison.
For each ticker in column A of my 'Fund Comparison' sheet, check whether EODHD returns multiple share classes. Where an 'I' or 'Institutional' class exists, use that one. Fetch the fundamentals for the preferred class and populate columns B through F.
You want to add a trailing return column from EODHD price history
The comparison needs a 3-year annualized return column alongside the fundamentals, which requires pulling historical prices separately.
For each fund in column A of my 'Fund Comparison' sheet, fetch EODHD fundamental data for the metrics in columns B through F. Then calculate the 3-year annualized total return using EODHD price history and write it into column G.
Two funds share the same benchmark and you want a benchmark comparison row
The comparison would be more useful if it included a benchmark row showing the S&P 500's sector weights and P/E for context.
Add a benchmark row at the bottom of my 'Fund Comparison' sheet using EODHD data for SPY as a proxy, showing its equity %, P/E, and top 3 sector weights in the same columns as the other funds.
Full client presentation prep: fundamentals + returns + risk metrics + peer ranking
For all 20 funds in column A of my 'Fund Comparison' sheet, fetch EODHD fundamentals (equity %, bond %, P/E, price-to-book, top 3 sectors), the 3-year annualized return, and the standard deviation of monthly returns over 3 years. Add a 'Peer Rank' column showing where each fund ranks within the group on 3-year return. Add a benchmark row using SPY.
One prompt. A comparison table that's ready to walk through in the meeting.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a fund or ETF ticker list, then ask it to pull EODHD fundamentals for the comparison. You can also ask it to pull live quotes and calculate P&L or see all EODHD use cases at the integration hub.