Investment Workflow

Analyze 500 Stocks
BeforeBreakfast.

Screen stocks, analyze earnings, and track sentiment. Build institutional-grade research models in your spreadsheet.

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The Workflow

From Ticker to Thesis

Automate your investment due diligence process.

Input Tickers

List the companies or sectors you want to analyze.

Fetch Data

Pull real-time price, volume, and financial ratios.

Earnings Analysis

AI reads earnings transcripts to extract guidance.

News Sentiment

Analyze recent headlines for bullish/bearish signals.

Financial Model

Run DCF or Comparable Company Analysis automatically.

Research Report

Generate a comprehensive investment memo.

Workflow Tools

Native AI + Top Integrations

Real-Time Data

Pull live market data directly into your sheet. Track price, volume, and key ratios without manual updates.

Transcript Analysis

Summarize earnings calls instantly. Ask AI to find specific mentions of 'AI', 'Guidance', or 'Headwinds'.

Sentiment Scoring

Quantify market mood. Analyze thousands of news articles and social posts to gauge sentiment.

Automated Valuation

Build DCF and Comps models instantly. Feed financial data into pre-built templates.

Screening

Filter the entire market. Find stocks that match complex criteria like 'SaaS companies with >20% growth and <5 P/S'.

Macro Research

Stay ahead of the curve. Analyze economic reports and fed minutes to understand the broader market context.

Stop memorizing formulas.
Tell your spreadsheet what to do.

Join 3,000+ professionals saving hours every week with SheetXAI.

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