Institutional-Grade Automated Financial Analysis tool — Used in a €1.1B fund

Description

One click. Your full financial pack, ready. This Excel workbook automatically pulls (via your S&P Capital IQ Pro account) the Income Statement, Balance Sheet, and Cash Flow Statement, computes your key ratios, and generates presentation-ready charts. It also adds an English company description based on the ticker you provide. Choose your output range and period, then refresh live.
What it does

• Automatic financials: Income Statement, Balance Sheet, Cash Flow via S&P Capital IQ Pro (SPG functions).
  

• Instant ratio calculations: profitability, growth, leverage, coverage, cash-flow quality (TTM/YoY).
  

• Professional charts: margins, leverage, FCF, growth, TTM/YoY series—clean formatting, ready to present.
  

• Company blurb (in English) pulled by ticker.
  

• Targeted output: write results to the specific range you select—one-click refresh.
  

Time saved

• Save up to ~10 hours per analysis: produce a complete “tearsheet” automatically.
  

What’s included

• 1 ready-to-use Excel file (model + formulas + refresh logic).
  

• Quick start guide.
  

• Setup assistance and support for implementation and usage questions.
  

Requirements (mandatory)

• An active S&P Capital IQ Pro account.
  

• The S&P Capital IQ Pro Excel add-in installed.
  

• Microsoft Excel 365 (Windows recommended) to leverage the full add-in capabilities.
  

Not included / Notes

• No S&P Capital IQ Pro account is provided with this product.
  

• The file does not include S&P data; it connects to your license to retrieve data in line with your contract.
  

• Data use and redistribution are subject to S&P terms.