Getting Started
- Create a requester account at app.usesieve.com.
- Download the sieve add-in from the Excel add-in store (accessible in the Excel desktop app) or via this link.
- Once installed, find the sieve button on the "Home" tab of your Excel ribbon. Click it and sign in with the credentials you created in step 1.
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)
- description (optional): optionally specify more information about what you're looking for. E.g., the time period of the data point you want to extract (e.g., "FY2024", "Q1 2024")
- ai_only (optional): optionally specify whether to use AI-only mode by setting to TRUE to bypass human review (default is FALSE). NOTE: Alpha users should always set this to TRUE unless you chat with us first.
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)
- description (optional): optionally specify more information about what you're looking for. E.g., the time period of the data point you want to extract (e.g., "FY2024", "Q1 2024"). Right now, only 10-Ks and 10-Qs are supported in the public launch. If you want to pull from other filing types, please reach out to us at hello@usesieve.com!
- ai_only: optionally specify whether to use AI-only mode by setting to TRUE to bypass human review (default is FALSE). NOTE: Alpha users should always set this to TRUE unless you chat with us first.
Find data from a website
- ticker_or_url: URL of the website (e.g,. https://news.ycombinator.com/)
- data_point: short description of the data point you want to extract (e.g., title of #1 post)
- description (optional): optionally specify more information about what you're looking for. E.g., "translated into Chinese"
- ai_only (optional): optionally specify whether to use AI-only mode by setting to TRUE to bypass human review (default is FALSE). NOTE: Alpha users should always set this to TRUE unless you chat with us first.
Examples
=SIEVE.GET_DATA("https://s2.q4cdn.com/470004039/files/doc_earnings/2024/q4/filing/10-Q4-2024-As-Filed.pdf", "2024 revenue", TRUE)
=SIEVE.GET_DATA("AAPL", "count of FTE employees", TRUE)
=SIEVE.GET_DATA(https://news.ycombinator.com/, "title of #1 post", "translated into Chinese", TRUE)
How to use sieve with your local files
You can use the companion app at fileapp.usesieve.com to get URL links for your files.
Simply sign in with your sieve account, drag and drop files from your computer into the app, and you'll get URL(s) you can use directly with the sieve Excel add-in.