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sp-capital-iq-excel-pro

Official

Automate Capital IQ data in Excel models.

Finance & Accounting#excel#valuation#financial-modeling#data-integration#capital iq#ciq-formulas
Authorkensho-technologies
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill enables finance professionals to automate the integration of S&P Capital IQ data into Excel, removing manual data gathering and formula setup for financial modeling.

Core Features & Use Cases

  • Generate Capital IQ Excel formulas for financial data points and valuations.
  • Build professional Excel financial models, including DCF, comps, and sensitivity analyses, with live data feeds.
  • Pull market data, consensus estimates, and officer information to populate dynamic reports.
  • Create peer analysis tables and company profiles with up-to-date Capital IQ datasets.

Quick Start

Open Excel and create a new workbook that uses SPG formulas to fetch Capital IQ data.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: sp-capital-iq-excel-pro
Download link: https://github.com/kensho-technologies/spglobal-agent-skills/archive/main.zip#sp-capital-iq-excel-pro

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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