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wow.. currently testing Claude's Excel extension... I'm shook. This was one prompt w/ Opus 5. It researched for 37 minutes and created this in depth analysis on NVIDIA based on all public data (Many different sources), I'll put prompt below.
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Prompt " Use web research to find NVIDIA’s latest annual report or 10-K. Use only NVIDIA Investor Relations and SEC filings as primary sources. Create a new Excel workbook containing: 1. A Sources tab with every source URL, filing date, reporting period, page number where available, and retrieval date. 2. Three years of historical income statements, balance sheets, and cash flow statements. 3. A clearly separated Assumptions tab. 4. A fully linked five-year forecast of all three financial statements. 5. Supporting working-capital, PP&E, depreciation, debt, and retained-earnings schedules. 6. A DCF valuation with a WACC and terminal-growth sensitivity table. 7. A Checks tab containing a balance-sheet check, cash-flow reconciliation, and warnings for missing or uncertain data. 8. A one-page executive dashboard showing revenue growth, margins, free cash flow, valuation range, and the most important forecast drivers. Use live Excel formulas for every derived value. Do not hard-code forecast outputs. Historical hard-coded inputs should be blue and formulas should be black. Preserve source citations beside imported data. Never invent a missing figure—mark it as unavailable and explain the gap. "

This is pretty neat

if I may ask, why does it need Excel to do this, why can’t you just do this with Claude Code or Cowork?

As an accountant that’s now native ai, I don’t say this lightly. Opus 4.5 and better was a game changer. I’m fully ai native at this point.

37 minutes to produce a spreadsheet an analyst would still have to audit line by line

I get that type of work for $20 in Gemini and Google sheets. For the $20 a month sub I can empower my codex and Claude agents so much more. No more need for Serpa either.

@OG_TechNodeX Not even close to as good

For the record..You showcased using skills. I showcased the skills themselves.....I'm not saying the UI of google is close to Claude. The research however, works just as well.

Power bi is dead. This is the way .

This is where the boring tabs matter. I trust the workbook only if the Sources and Checks tabs are as detailed as the final chart. Otherwise Excel just makes hallucinations look financially formatted.

Quants making 500k a year are in distress now lol

And what conclusions can you draw from it? You have 10 times more detailed data in Bloomberg, and yet it still won't tell you which companies are undervalued

the 37 min research is cool but the thing i actually care about is whether the cells have live formulas or just hardcoded numbers pasted in. thats where these usually fall apart. did it build a real working model or a static report? And also, macros will shit on the model :P

I quit excel when I quit windows. More than 15 years ago. I feel for you.

All cool. How do you know it did not make mistakes at any cell? These models will have cascading effect. One value here and there can change sell to buy recommendation.

Microsoft missed this opportunity. Copilot sucks.

This is solid

Try open ai extension as well that’s equally awesome

37 minutes for a full analysis that would take an analyst a full day is the real story here, not the pretty spreadsheet.

Finance is dead

37 minutes pour 1 analyse nvidia, c'est du temps d'inference en or pur. on vit dans un âge d'or calme.

what was the prompt?

🤯

A 37-minute AI research task replacing hours of analyst work is wild. I read about it in @TheUpsideAI this morning

37 minutes of research in one prompt is wild. How deep did it actually get vs a human analyst pulling the same data, or is it more the breadth that's shocking?

curious whether the balance-sheet check and cash-flow reconciliation in the checks tab actually caught anything, or came back green by default. that's the one part of this demo i'd want to see fail once.

It’s super good

So... buy or sell?

wild. turning raw web into a full‑blown financial workbook in under an hour

"Live formulas, not hard-coded outputs" is the detail that actually separates this from a normal AI demo — most AI-generated financial models fake it with static numbers that look right once and break the moment you change an assumption. If those DCF and sensitivity tables really recalculate live off the Assumptions tab, that's the hard part analysts spend hours on manually. I stress-tested a similar prompt against a model I built by hand last week and the gaps were smaller than expected, worth comparing notes if you're going deeper on this workflow.

One changed revenue assumption will tell you more than the entire 37-minute demo.

I’d love your feedback on the harness I built if you’d be down, the add extension is called optivise.

how does it compare against shortcut ai?

Truly insane. We don’t need financial analysts anymore.

This is the future of financial analysis and knowledge work at scale

What if you did the same prompt and asked it to create a dashboard for you, with html for example. What do you gain from doing it this way?

how much data was leaked because of this?
