The Scenario
You're a compliance analyst at an asset manager. Your portfolio covers 40 names across healthcare, energy, and financial services. Regulatory filings — 8-Ks, 10-Qs, proxy statements — arrive without warning, and missing one for a covered name is a problem that lands on your desk, not on the filing company's.
Your manager asked for a Google Sheet updated each morning with the previous 24 hours of SEC RSS entries. This was supposed to take a day to set up. It's now been a week of half-built solutions.
The bad version:
- Go to the Finage SEC RSS endpoint, retrieve the feed, copy the JSON response into a text editor, manually extract ticker, form type, filing date, CIK, and link for each entry.
- Paste the extracted data row by row into the Google Sheet.
- Realize the feed returned 50 entries but you can only see 30 on the first page, so you missed 20 filings. Go back and start over.
The filings landed. The sheet didn't know. That's the gap you're being paid to close.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet that reads the sheet and talks to Finage on your behalf. It calls the SEC RSS feed endpoint, retrieves the latest entries, and writes ticker, form type, filing date, CIK, and link into the rows you specify — all of it, not just page one.
Fetch the latest SEC RSS feed entries from Finage and write ticker symbol, form type, filing date, CIK, and link into my Google Sheet
What You Get
- Column A: ticker symbol
- Column B: SEC form type (8-K, 10-Q, 10-K, DEF 14A, etc.)
- Column C: filing date in a sortable format
- Column D: CIK number
- Column E: direct link to the EDGAR filing
- Entries are written newest-first so the most recent filings appear at the top
What If the Data Is Not Quite Ready
You only want to keep filings for tickers that appear in your coverage list on a separate sheet
Fetch the latest 50 SEC RSS feed entries from Finage, write them into the Staging sheet with ticker, form type, date, CIK, and link, then in column F mark any ticker that also appears in column A of my Coverage List sheet with "COVERED" and hide or grey out the rest
You only care about 8-K and 10-Q filings — proxy statements and other form types are noise for your workflow
Fetch the latest SEC RSS entries from Finage and write only the 8-K and 10-Q filings into my Filings sheet with ticker, form type, filing date, CIK, and link — skip all other form types
Your sheet already has yesterday's filings and you don't want duplicates
Check the existing entries in my Filings sheet for the most recent filing date, then fetch new SEC RSS entries from Finage dated after that cutoff, and append only the new rows with ticker, form type, date, CIK, and link
You want to load today's filings, cross-reference coverage, flag high-priority form types, and add a summary count in one shot
Clear my Filings sheet below the header, fetch the latest 50 SEC RSS entries from Finage, write ticker, form type, date, CIK, and link, mark "COVERED" in column F for any ticker on my Coverage List sheet, mark "HIGH PRIORITY" in column G for 8-K and 10-Q filings, and write a count of covered filings by form type below the data table
One prompt handles the fetch, the cross-reference, the priority flag, and the summary in a single operation.
Try It
Open a Google Sheet where you want your SEC filing feed to land. Get the 7-day free trial of SheetXAI and ask it to populate the latest EDGAR entries from Finage filtered to your coverage list. You can also ask it to pull fundamentals for those covered tickers, or return to the Finage hub for the full list of what the integration supports.