Financial Data Provider Integrations

Overview

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 formulas
• factset.md - FDS formulas with FF_, FG_, FE_ prefixes
• capiq.md - CIQ formulas with IQ_ variables
• refinitiv.md - RDP.Data, TR, DSGRID formulas
• morningstar.md - MSDP, MSTS, MSHOLDING formulas
• pitchbook.md - PB, PBMATCH formulas for private markets
• preqin.md - Alternative assets data (PE, VC, Real Estate)
• alphasense.md - TEGUS formulas and AI-powered research
• earnings_transcripts.md - Transcript access across providers

Quick Reference