skills.rest
kensho-technologies
kensho-technologiesOFFICIAL
Explore all skills by this author →
Website𝕏@kenshoGitHub

sp-capital-iq-excel-pro

Automate S&P Capital IQ data retrieval and embedding into Excel with SPG formulas.

12|5|Updated Feb 23, 2026
Search Tags:#excel#valuation#financial-modeling#data-integration#capital iq#ciq-formulas
One-click install
npx skills add https://github.com/kensho-technologies/spglobal-agent-skills --skill sp-capital-iq-excel-pro
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sp-capital-iq-excel-pro
Source: https://github.com/kensho-technologies/spglobal-agent-skills/tree/main/plugins/spglobal-plugin/skills/sp-capital-iq-excel-pro
Command: npx skills add https://github.com/kensho-technologies/spglobal-agent-skills --skill sp-capital-iq-excel-pro

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about sp-capital-iq-excel-pro

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate Capital IQ data retrieval in Excel for financial modeling?▼

Generate SPG formulas to automate Capital IQ data retrieval in Excel, eliminating manual data gathering by dynamically populating financial models with live market data feeds and consensus estimates.

Can I build a DCF valuation model using Capital IQ Excel formulas?▼

Yes, you can build a DCF valuation model using Capital IQ Excel formulas. The integration supports DCF, LBO, and merger models, automatically embedding live data feeds and enforcing currency conversion for deterministic results.

How do I pull consensus estimates and market data into Excel from Capital IQ?▼

Pull consensus estimates and market data into Excel from Capital IQ by using automated SPG formulas. These formulas embed live datasets directly into your spreadsheets, populating dynamic reports and peer analysis tables.

Does this Capital IQ Excel integration handle currency conversion and error handling?▼

Yes, the Capital IQ Excel integration handles currency conversion and robust error handling. It enforces these constraints alongside Excel-compatible outputs to ensure deterministic results in your valuation models and financial reports.

What is the best way to create peer analysis tables with Capital IQ datasets in Excel?▼

The best way to create peer analysis tables with Capital IQ datasets in Excel is to use automated SPG formulas. This generates up-to-date company profiles and peer comparisons within dynamic, report-ready spreadsheets.

Related Skills

Explore More Finance & Accounting Skills→
rpoole-devrpoole-dev

tear-sheet

Generates company tear sheets from S&P Capital IQ data as Word documents.

Community
Advanced
congthang12312congthang12312

xlsx

Create, edit and analyze Excel, CSV and TSV spreadsheets with formulas, formatting, and charts.

Community
Intermediate
aiunlocked1412aiunlocked1412
14

financial-analyst

Analyze financial performance and value companies using DCF valuation and financial modeling.

Community
Advanced
ruiyangruiyiruiyangruiyi

comps-analysis

Build a comparable company analysis spreadsheet with formula-driven Excel cells.

Community
Advanced