The Scenario
You've inherited the quarterly valuation model halfway through a deal cycle. The previous analyst left a skeleton — tickers in column A, empty columns B through M labeled with the line items the model needs. What's missing is eight quarters of income statement data for 10 tech companies, pulled from Polygon's SEC financials endpoint.
The bad version:
- Open Polygon's docs, find the stock financials endpoint, write a call for the first ticker for Q1 of year one.
- Parse the JSON, find the fields for revenue, gross profit, net income, and EPS, map them to the correct columns.
- Realize the field names in the Polygon response differ slightly between filings — one quarter uses "revenues" and another uses "netRevenues."
- Write a normalization pass, then repeat the pull for all eight quarters for all 10 tickers.
At the rate this is going, you're finishing the data collection on Thursday and presenting a half-built model on Friday morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet and reads the Polygon SEC financials endpoint on your behalf. You describe what you need and where it goes.
For each ticker in column A, fetch the last 4 quarterly income statements from Polygon's stock financials endpoint and write revenue, gross profit, net income, and EPS into this sheet with one row per quarter per ticker.
What You Get
- One row per quarter per ticker, with columns: Ticker, Period, Revenue, Gross Profit, Net Income, EPS.
- Field names normalized across filings even when Polygon's underlying labels vary.
- Quarters ordered chronologically within each ticker block.
- Any quarters with missing data flagged with a note in the EPS column.
What If the Data Is Not Quite Ready
I need annual data instead of quarterly
For each ticker in column A, fetch the last 4 annual income statements from Polygon and write revenue, gross profit, operating income, net income, and EPS into a sheet called Annual Income Statements.
Some tickers have restated quarters — I need the most recent filing, not the original
For each ticker in column A, pull the most recent quarterly income statement revision from Polygon's financials endpoint and write the updated revenue, gross profit, and net income into columns B, C, and D, noting the filing date in column E.
I need to compare line items side by side across companies, not stacked by ticker
Pull the most recent quarterly revenue and gross profit from Polygon for all 10 tickers in column A and write the results into a pivot-style table with tickers as columns and line items as rows in a sheet called Comps Table.
Normalize all revenue figures to millions, flag any quarter with negative gross profit, then sort by revenue descending
For each ticker in column A, pull the last 4 quarterly income statements from Polygon, convert revenue to millions, flag any quarter where gross profit is negative with a red note, and sort all results by revenue descending within each ticker block.
Handling the unit normalization and quality flags in the same prompt keeps the model clean from the start.
Try It
Get the 7-day free trial of SheetXAI and open your comps workbook with a ticker list in column A, then ask it to pull income statement data from Polygon for your full peer group. You might also find it useful to pull cash flow data for free cash flow comparisons or annual balance sheet data for leverage analysis.