All-in-One AI Plugin for Financial Analysts: One Download

Skills for financial analysts 17

• agency financial analystRuns ratio analysis, DCF valuation, budget variance and rolling forecasts in one pass, like valuing a division before a board review.
• financial forecasting and analysis assistantTurns three years of actuals and your assumptions into a revenue, expense and cash flow forecast, such as next year's operating plan.
• financial modeling assistantBuilds three-statement models, DCFs and scenario cases, for example a merger model showing combined EBITDA and funding needs.
• financial visualization assistantTurns raw financials into charts, dashboards and scorecards, like a monthly margin trend view for your leadership meeting.
• financial ratio analystCalculates liquidity, profitability, solvency and DuPont ratios with trends, for example comparing your company to three competitors.
• budget analysis assistantExplains budget versus actual variances by line item, such as why travel is 18 percent over plan this quarter.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 299

• Financial Forecasting22 prompts, like Budgeting and Financial Planning
• Market Research and Analysis27 prompts, like Analyze Industry Trends and Growth
• Investment Portfolio Analysis15 prompts, like Analyze Historical Market Data
• Budget Planning and Analysis22 prompts, like Expense Forecasting and Cost Optimization
• Financial Reporting Automation22 prompts, like Automate Financial Data Validation
• Data Visualization for Financial Data26 prompts, like Build Comparative Financial Visuals
• Regulatory Compliance Analysis10 prompts, like Analyze Regulatory Frameworks

Apps you can build with AI 4

• Evidence-backed data analysis and reporting workspaceBuild this to trace every report figure back to its source, so reviewers can check your numbers without a second spreadsheet. Demo included.
• Connected spreadsheet analysis and reporting workspaceBuild this to cut manual spreadsheet work while keeping each analysis step reviewable by your manager. Demo included.
• Financial planning driver sensitivity coachBuild this to test which assumptions actually change the decision, like price versus volume in next year's plan. Demo included.
• Finance spreadsheet assumption indexBuild this to record why each model input was chosen, so the next analyst can find the reasoning. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Financial Model Formula Repair Agent". Each one also has a guided set-up with sample data on its page.

• Financial Model Formula Repair AgentA model that passes all test cases after the repair.
• Acquisition Integration Milestone AgentIntegration milestones and synergies are tracked against the deal case and recovered when behind.
• Portfolio Correlation and Exposure AgentExposure that is inside the trader's limits, with a proposed fix when it is not
• Forecast Accuracy Variance AgentA weekly accuracy report with traced causes and approved driver changes that reduce error
• Portfolio Runway Alert AgentA monthly list of portfolio companies below the runway threshold, with approved questions and support options
• Economic Forecast Refresh AgentA refreshed forecast with explained changes and a short note ready for decision makers
• Central Bank and Policy Statement Tracker AgentTurn each policy statement into a clear read of what changed and what it means for forecasts.
• Valuation Methods Cross-Check AgentShow valuation ranges from three methods with a clear, checked explanation of any gaps.
• Buyer Universe Screening AgentProduce a ranked, defensible buyer list with a reason for each name in or out.
• Portfolio Concentration Stress AgentFind hidden concentration, test it under stress and propose trims that actually reduce it.
• Portfolio Reporting Package Check AgentCollect clean, tied reports from every portfolio company and consolidate them.
• Market Comparable Transaction Search AgentBuild a defensible set of comparable deals with sourced multiples.

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Excel MCP serverLet your AI assistant open and work inside real Microsoft Excel on your Windows PC.
• LogiSheets MCP serverLet your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open. Official.
• Yahoo Finance MCP serverAsk your AI for stock prices, news, charts and company data from Yahoo Finance.
• SECfinapi MCP serverAsk your AI for US public company financials from SEC filings, like revenue, balance sheets and ratios. Official.
• Sugra API MCP serverLets your AI pull real-world data on markets, economies, companies, climate and more, with sources. Official. No install needed.
• SEC EDGAR MCP serverLook up US public companies and their official SEC filings and financial numbers from your AI chat. No install needed.
• Spreadsheet MCP serverLets your AI read, edit, and recalculate Excel files safely, without you opening Excel.
• SiftingIO market data MCP serverLets your AI look up live prices, company filings, and market calendars for stocks, crypto, forex and more. Official.
• Excel Workbook MCP serverTurn Excel files into F#, C#, XML or JSON, and build new workbooks from that text.
• Brazilian Central Bank MCP serverAsk your AI for live Brazilian economic data like Selic, IPCA and exchange rates straight from the Central Bank. No install needed.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• Finbud Data MCP serverLets your AI pull live stock, options, crypto and forex data, plus company financials and news.

Your Grok Bot team 12

• Startup Financial ModelingBuild 3-5 year financial models with revenue, cost, cash flow, and scenario planning for startups.
• Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
• Risk Metrics CalculationCalculate portfolio risk metrics: VaR, CVaR, Sharpe, Sortino, drawdown.
• Competitive Intelligence AnalystMonitors competitors and market trends to produce structured intelligence reports.
• Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
• Portfolio DigestSummarises what moved in your holdings and why, without ever telling you what to buy.
• Market ResearcherAnalyzes markets, consumer behavior, and competitors to inform business strategy and market entry decisions.
• Xlsx OfficialReads, edits, and creates spreadsheet files with formulas, formatting, and zero errors.
• PowerPoint PresentationsCreates slide decks from outlines, data, or stories with layouts, speaker notes, and branded charts.
• Trend AnalystAnalyzes emerging trends and predicts industry shifts to inform strategic planning and competitive positioning.
• Quant AnalystBuilds and backtests quantitative trading strategies with transaction costs and risk analytics for portfolios and derivatives.
• Warren BuffettSimulates Warren Buffett's investment philosophy and decision-making process.