The Scenario
Your ESG research team covers 10 energy and utility companies for a large institutional investor. The next quarterly report requires a side-by-side comparison of climate-related risk disclosures from each company's most recent 10-K filing. You have a Google Sheet with the tickers. You need the risk factors text in the next column.
A colleague downloaded two of the filings last week. She spent 90 minutes in EDGAR, 20 more extracting the right section, and another 20 reformatting the text to paste into the sheet. That's 130 minutes for two companies. You have eight more to go and the report draft goes to the client on Thursday.
The bad version:
- You go to EDGAR full-text search, enter the first ticker, open the most recent 10-K, navigate to the risk factors section, copy the text, and paste it into column B of your sheet.
- The text from the first filing pasted as a single wall of unformatted text. The second filing's risk factors section is split across two sections in the document, and you have to manually concatenate them.
- Two of your 10 companies filed 10-Ks more than 12 months ago because their fiscal year ends in June. You're not sure if you're comparing the right periods.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the ticker list, calls the Polygon.io SEC filings API for each company, and writes the risk factors text and filing metadata directly into the sheet — one company per row.
For each ticker in column A, fetch the risk factors section from the most recent 10-K filing via Polygon.io and paste the text into column B of my "Risk Factors" sheet, one company per row.
What You Get
- Column B: the risk factors section text from the most recent 10-K for each ticker, pasted as readable text.
- Column C (if requested): filing date, so you can immediately see if any company's most recent 10-K is older than 12 months.
- Column D (if requested): accession number for direct EDGAR verification.
- If a ticker has no 10-K in the Polygon.io database, the row is flagged with "No 10-K found — verify manually."
What If the Data Is Not Quite Ready
I need the filing date and accession number alongside the risk factors text
List the most recent 10-K and 10-Q filings from Polygon.io for each ticker in column A and write the filing type, filing date, accession number, and source URL into columns B through E.
Some companies in my list have fiscal years ending in June, not December, and I need to flag those
For each ticker in column A, fetch the most recent 10-K from Polygon.io and write the filing date into column C. Then add a "Fiscal Year Flag" column in D: if the filing date is more than 13 months ago, write "Check period — may be stale." Otherwise leave blank.
I need both 10-K and 10-Q filings listed for each company to compare quarterly versus annual disclosures
For each ticker in column A, fetch the most recent 10-K and most recent 10-Q from Polygon.io. Write filing type, filing date, and accession number for both filings into separate rows in a "Filings" tab, one row per filing.
Pull risk factors text for all 10 companies, flag mentions of "climate" or "transition risk," and summarize which companies mention both
For each ticker in column A, fetch the risk factors section from the most recent 10-K via Polygon.io and write the text into column B. In column C, write "Yes" if the text contains the word "climate," otherwise "No." In column D, write "Yes" if the text contains the phrase "transition risk," otherwise "No." Then add a summary row below the last company listing all tickers where both columns C and D are "Yes."
Climate keyword scanning, flagging, and the summary — in a single instruction.
Try It
Open your ESG research Google Sheet and Get the 7-day free trial of SheetXAI. Ask it to pull the risk factors section from each company's most recent 10-K via Polygon.io and write the text into a side-by-side comparison layout. For quarterly income statement data from the same companies, see the spoke on importing SEC income statements. For the full partner overview, see the Polygon.io hub.