Investment Workflow

Analyze 500 Stocks
BeforeBreakfast.

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

Trusted by 2,000+ investors

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.

Pricing

Simple, transparent pricing

Start with our flexible plans. Upgrade or cancel anytime.

Save up to 17% with annual billing

Starter

Perfect for individuals and occasional spreadsheet tasks.

$20/month

Buy plan
  • 500 Credits per month
  • AI agent access
  • Cell-by-cell content generator
  • Standard feature request prioritization
  • Chatbot support

Professional

Most popular

Ideal for power users managing multiple projects.

$79/month

Buy plan
  • 5,000 Credits per month
  • AI agent access
  • Cell-by-cell content generator
  • Higher feature request prioritization
  • Chatbot support

Business

Designed for heavy users and teams working daily.

$149/month

Buy plan
  • 20,000 Credits per month
  • AI agent access
  • Cell-by-cell content generator
  • Highest feature request prioritization
  • Dedicated calls with SheetXAI team

Add-ons

Enhance your plan with additional features

BYOK

$15

Bring Your Own Key - Use your own API keys, no credits included.

No credits

Access to Both Excel and Google Sheets

+$10

Get SheetXAI on both Excel and Google Sheets platforms.

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