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Use when user requests data from financial data providers (Bloomberg, FactSet, Capital IQ, Refinitiv, Morningstar, PitchBook, Preqin, AlphaSense). Each provider has specific Excel formula syntax.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Access Office.js Excel JavaScript API for Excel Add-in development. Use when you need to interact with Excel workbooks, worksheets, ranges, tables, charts, pivot tables, and other Excel objects in the Office Add-in environment.
Research and download SEC EDGAR filings (10-K, 10-Q, 8-K, etc.) for US public companies.
Access advanced SpreadJS functionality not covered by the standard API. Use when you need low-level spreadsheet operations like sparklines, slicers, cell buttons, advanced conditional formatting, outline groups, or any SpreadJS-specific features.
When to use this skill. Be specific about triggers (e.g., "Use when building financial models with DCF analysis").
| name | integrations |
| description | Use when user requests data from financial data providers (Bloomberg, FactSet, Capital IQ, Refinitiv, Morningstar, PitchBook, Preqin, AlphaSense). Each provider has specific Excel formula syntax. |
This skill provides Excel formula syntax for major financial data providers. Only pull data when the user explicitly requests a specific provider.
Each provider has its own markdown file with complete documentation:
bloomberg.md - BDP, BDH, BDS formulasfactset.md - FDS formulas with FF_, FG_, FE_ prefixescapiq.md - CIQ formulas with IQ_ variablesrefinitiv.md - RDP.Data, TR, DSGRID formulasmorningstar.md - MSDP, MSTS, MSHOLDING formulaspitchbook.md - PB, PBMATCH formulas for private marketspreqin.md - Alternative assets data (PE, VC, Real Estate)alphasense.md - TEGUS formulas and AI-powered researchearnings_transcripts.md - Transcript access across providers| Provider | Formula | Ticker Format | Example |
|---|---|---|---|
| Bloomberg | =BDP(), =BDH(), =BDS() | AAPL US Equity | =BDP("AAPL US Equity","PX_LAST") |
| FactSet | =FDS() | AAPL-US | =FDS("AAPL-US","FF_SALES(ANN,0Y)") |
| Capital IQ | =CIQ() | AAPL | =CIQ("AAPL","IQ_TOTAL_REV",IQ_FY) |
| Refinitiv | =RDP.Data(), =TR() | AAPL.O | =TR("AAPL.O","CF_LAST") |
| Morningstar | =MSDP(), =MSTS() | VFIAX or NAS:AAPL | =MSDP("VFIAX","MorningstarRating") |
| PitchBook | =PB() | Name or PBID | =PB("SpaceX","PostMoneyValuation") |
| AlphaSense | =TEGUS.CD() | AAPL_US | =TEGUS.CD("AAPL_US","MO_RIS_REV","FY-2023") |
PX_LAST, PX_VOLUME, CUR_MKT_CAPSALES_REV_TURN, EBITDA, NET_INCOME, IS_EPSPE_RATIO, EV_TO_T12M_EBITDA, RETURN_COM_EQYFG_PRICE, FG_MKT_VALFF_SALES, FF_EBITDA, FF_NET_INCOME, FF_EPSFE_ESTIMATE(EPS,MEAN,ANN,+1)IQ_TOTAL_REV, IQ_EBITDA, IQ_NI, IQ_DILUT_EPS_INCLIQ_MARKETCAP, IQ_TEVIQ_FY, IQ_LTM, or numeric codes (1000=FY, 999=prior FY)CF_LAST, CF_BID, CF_ASKTR.Revenue, TR.EBITDA, TR.NetIncomeP price, MV market value, WC01001 revenueMorningstarRating, ExpenseRatio, NAV_dailyReturnY1, ReturnY3, ReturnY5FairValue, EconomicMoatPostMoneyValuation, PreMoneyValuationTotalFundingRaised, LastFundingAmount, LastFundingTypeMO_RIS_REV, MO_RIS_EBITDA, MO_RIS_NET_INCMO_RBS_TOTAL_ASSETS, MO_RBS_TOTAL_DEBTMO_RCF_CFO, MO_RCF_FCF| Provider | Current FY | Prior FY | LTM | Quarter |
|---|---|---|---|---|
| Bloomberg | [FY0] | [FY-1] | [TTM] | [FQ0] |
| FactSet | ANN,0Y | ANN,-1Y | LTM | QTR,0Q |
| Capital IQ | IQ_FY or 1000 | 999 | IQ_LTM | IQ_FQ or 500 |
| Refinitiv | Period=FY0 | Period=FY-1 | Period=LTM | Period=FQ0 |
| AlphaSense | FY-2023 | FY-2022 | LTM | Q1-2024 |
If formulas return errors: