You can use sieve in Excel to extract data from PDF files or SEC filings, and to search for earnings dates.
Update the parameters of the code SIEVE.GET_DATA(ticker_or_url, data_point, [time_period], [ai_only]) to extract data from different sources:
Extract data from PDF
- ticker_or_url: URL of the PDF file
- data_point: short description of the data point you want to extract (e.g., revenue in most recent period in USD)
- time_period: optionally specify the time period of the data point you want to extract (e.g., "FY2024", "Q1 2024")
- ai_only: optionally specify whether to use AI-only mode by setting to TRUE to bypass human review (default is FALSE)
Extract data from SEC filings
- ticker_or_url: ticker of the company (e.g., "AAPL")
- data_point: short description of the data point you want to extract (e.g., revenue in most recent period in USD)
- time_period: optionally specify the type of filing to pull. Must be "10-K", "10-Q", or "8-K"
- ai_only: optionally specify whether to use AI-only mode by setting to TRUE to bypass human review (default is FALSE)
Find upcoming earnings date
- ticker_or_url: ticker of the company (e.g., "AAPL")
- data_point: must be "earnings date"
- time_period: optionally specify the time period of the earnings date to pull (e.g., "2025", "Q1 2026"). Default is to pull the upcoming earnings date.
- ai_only: optionally specify whether to use AI-only mode by setting to TRUE to bypass human review (default is FALSE)
Examples
=SIEVE.GET_DATA(https://example.com/sample.pdf, 2024 revenue)
=SIEVE.GET_DATA(AAPL, earnings date)
=SIEVE.GET_DATA(AAPL, 2024 revenue, 10-K)