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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 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
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: