Can I use this for forecast data?

Yes, the skill supports forward periods (like FY+1) by automatically switching to consensus estimate mnemonics (SP_*_EST) to ensure data accuracy for future projections.

How does it ensure formula accuracy in Excel?

The skill follows strict technical rules: it uses exchange-qualified identifiers, avoids the '@' operator in Python-generated formulas, wraps data in IFERROR() functions, and validates all metrics against official S&P reference guides.

Which financial models can this skill build?

The skill is designed to construct DCF models, LBO models, merger models, peer analysis tables, and detailed historical financial reports.

What is the S&P Capital IQ Excel Pro skill?

It is a specialized capability for Claude Code that automates the creation of Excel spreadsheets populated with live financial data from S&P Capital IQ using professional SPG formulas.

Does it support currency conversion?

Yes, it can convert any monetary data into a target currency using 3-character ISO codes and specific conversion methods like 'Recommended' or 'MRSpot' via the Options parameter.

S&P Capital IQ Excel Pro

Name: S&P Capital IQ Excel Pro
Author: kensho-technologies

bykensho-technologies

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データサイエンスとML

Automates the creation of institutional-grade financial models and reports in Excel using live S&P Capital IQ data feeds.

This skill empowers users to generate professional financial analysis directly in Excel by integrating S&P Capital IQ's comprehensive datasets. It handles complex financial modeling tasks such as DCF, LBO, and peer analysis by programmatically inserting real-time or historical data using validated SPG formulas. By enforcing strict data integrity rules and proper Excel syntax, it ensures that models are error-free, dynamic, and ready for institutional use, covering everything from market data and corporate profiles to consensus estimates and valuation multiples.

主な機能

01Built-in handling for currency conversion, scaling magnitudes, and regional terminology

023 GitHub stars

03Rigorous formula validation to ensure zero #REF!, #VALUE!, or #NAME? errors

04Automated Excel model generation with live S&P Capital IQ data integration

05Dynamic time-series data retrieval via SPGRangeV for trend analysis

06Support for historical financials (IQ/SNL) and forward-looking consensus estimates

ユースケース

01Generating comprehensive company profiles and historical financial statement reports

02Building automated DCF, LBO, and merger models with real-time financial inputs

03Creating comparable company analysis (CCA) tables and peer benchmarks

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add kensho-technologies/spglobal-agent-skills sp-capital-iq-excel-pro

For use in Claude.ai and ChatGPT

Download Skill