financial-and-investment-analysts Use this skill any time a financial analysis spreadsheet is needed that pulls live or historical data from S&P Capital IQ. This means any task where the user wants to create financial models using Capital IQ data, build company profiles with financial metrics, construct peer analysis or comparable company tables, pull historical financial statements, analyze market data and trading multiples, or generate financial reports using Capital IQ datasets. Trigger when the user mentions Capital IQ, S&P data, company financials, peer analysis, or needs institutional-quality financial data in Excel. Also trigger for creating DCF models, LBO models, merger models, or any valuation analysis that benefits from live financial data feeds. The deliverable must be an Excel file with S&P Capital IQ formulas. Do NOT trigger when the user just needs basic Excel operations without financial data integration, or when they specifically request other data sources.
2026-04-29