The Scenario
You're an analyst who inherited a spreadsheet with 100 stock tickers — no sector, no industry, no exchange, no country. Just column A full of symbols. Your job this week is to build a sector-level analysis on top of it, which requires knowing which sectors those tickers belong to before you can write a single pivot table or filter.
The person who built the spreadsheet left the firm. The context left with them.
The bad version:
- Look up the first ticker on a financial data site, note the sector and industry, type them into columns B and C.
- Repeat for 99 more tickers — most take 20 to 30 seconds each, but a few are tricky because they've been renamed, acquired, or delisted, and you have to confirm you're looking at the right company.
- After two hours, have data for 85 of the 100 tickers and a list of 15 you need to follow up on because the sector classification wasn't clear from a single lookup.
100 tickers. Two hours. Zero analysis done yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the 100 tickers in column A and, through its built-in Twelve Data integration, fetches company profile data for each and writes sector, industry, country, and exchange into adjacent columns.
Fetch company profile data from Twelve Data for each ticker in column A. Write sector into column B, industry into column C, country of incorporation into column D, and exchange into column E.
What You Get
- Sector, industry, country, and exchange filled for all 100 tickers in columns B through E.
- Tickers Twelve Data cannot resolve (delisted symbols, OTC stocks with non-standard identifiers) flagged with UNRESOLVED in column B rather than a blank.
- A clean, consistent sector taxonomy — Twelve Data uses a standardized sector classification — so your pivot tables group correctly without needing manual normalization.
What If the Data Is Not Quite Ready
If you want company name alongside sector so you can verify the lookups visually
Fetch company profile data from Twelve Data for each ticker in column A. Write company name into column B, sector into column C, industry into column D, and exchange into column E.
If you want market cap alongside sector to weight your analysis
Fetch company profile and key statistics from Twelve Data for each ticker in column A. Write sector into column B, industry into column C, market cap (in millions) into column D.
If some tickers in the list are ETFs rather than individual stocks and need to be flagged differently
Fetch company profile data from Twelve Data for each ticker in column A. Write the instrument type (EQUITY, ETF, INDEX) into column B. For tickers identified as EQUITY, write sector and industry into columns C and D. For ETFs, write the fund category instead of sector. Leave INDEX rows with only the type label.
Kill-chain: fetch metadata, tag each ticker with sector, and build a sector-concentration summary
Fetch company profile data from Twelve Data for each ticker in column A. Write sector into column B and industry into column C. Count the number of tickers in each sector and write a sector-concentration summary at the bottom of the sheet: sector name in column A, ticker count in column B, percentage of total list in column C, sorted from largest to smallest. This gives you the distribution at a glance before you start the analysis.
Try It
Get the 7-day free trial of SheetXAI and open your uninhabited ticker list sheet, then ask it to pull company metadata and fill the sector classification for all 100 rows in one pass. Also see filling a valuation dashboard with key stats and the full Twelve Data overview.
