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package/skills/integrations/SKILL.md

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+---
+name: integrations
+description: Use when user requests data from financial data providers (Bloomberg, FactSet, Capital IQ, Refinitiv, Morningstar, PitchBook, Preqin, AlphaSense, Nasdaq Data Link, YCharts, QuickFS, Calcbench, Visible Alpha, Moody's Analytics, ICE) or accounting systems (QuickBooks, Xero, Sage Intacct, Dynamics 365 Finance). Each provider has specific Excel formula syntax.
+---
+
+# Financial Data Provider Integrations
+
+## Overview
+
+This skill provides Excel formula syntax for major financial data providers and accounting systems. Only pull data when the user **explicitly requests** a specific provider.
+
+**Note:** All formulas require the provider's Excel add-in to be installed and connected. If formulas return `#NAME?` or `#N/A`, the add-in may not be active.
+
+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
+- `quickbooks.md` - CData SQL connector for QuickBooks accounting data
+- `xero.md` - Scott's Add-in for Xero GL, invoices, bills
+- `sage-intacct.md` - CData SQL connector for Sage Intacct ERP
+- `dynamics-365-finance.md` - CData SQL connector for Microsoft Dynamics 365 Finance
+- `nasdaq-data-link.md` - NASDAQ.TABLE for quant/economic data
+- `ycharts.md` - YCD, YCDS formulas for wealth management
+- `quickfs.md` - QFS formulas for fundamental data
+- `calcbench.md` - CalcbenchData for SEC XBRL filings
+- `visible-alpha.md` - VAData, VAdetail for consensus estimates
+- `moodys-analytics.md` - MADS, MADR for credit risk (EDF, ratings)
+- `ice-fixed-income.md` - RTD formulas for bonds, futures, FX
+
+## Quick Reference
+
+### Financial Data
+
+| Provider | Formula | Ticker Format | Example |
+|----------|---------|---------------|---------|
+| Bloomberg | `=BDP()`, `=BDH()`, `=BDS()` | `AAPL US Equity` | `=BDP("AAPL US Equity","PX_LAST")` |
+| FactSet | `=FDS()` | `AAPL-US` | `=FDS("AAPL-US","FF_SALES(ANN,0Y)")` |
+| Capital IQ | `=CIQ()` | `AAPL` | `=CIQ("AAPL","IQ_TOTAL_REV",IQ_FY)` |
+| Refinitiv | `=RDP.Data()`, `=TR()` | `AAPL.O` | `=TR("AAPL.O","CF_LAST")` |
+| Morningstar | `=MSDP()`, `=MSTS()` | `VFIAX` or `NAS:AAPL` | `=MSDP("VFIAX","MorningstarRating")` |
+| PitchBook | `=PB()` | Name or PBID | `=PB("SpaceX","PostMoneyValuation")` |
+| AlphaSense | `=TEGUS.CD()` | `AAPL_US` | `=TEGUS.CD("AAPL_US","MO_RIS_REV","FY-2023")` |
+| Nasdaq Data Link | `=NASDAQ.TABLE()` | `AAPL` | `=NASDAQ.TABLE("WIKI/PRICES",{"date","close"},"ticker","AAPL")` |
+| YCharts | `=YCD()`, `=YCDS()` | `AAPL` or `M:VFIAX` | `=YCD("AAPL","pe_ratio")` |
+| QuickFS | `=QFS()` | `AAPL:US` | `=QFS("AAPL:US","revenue","FY")` |
+| Calcbench | `=CalcbenchData()` | `AAPL` | `=CalcbenchData("Revenue","AAPL",2024,0)` |
+| Visible Alpha | `=VAData()`, `=VAdetail()` | `AAPL` | `=VAData("AAPL","Y0","190","Consensus")` |
+| Moody's Analytics | `=MADS()`, `=MADR()` | `AAPL` or CUSIP | `=MADS("AAPL","EDF1Y")` |
+| ICE | `=RTD("ice.xl",...)` | `UST10Y`, `BRN 1!-ICE` | `=RTD("ice.xl",,"*Q","UST10Y","Yield")` |
+
+### Accounting / ERP
+
+| Provider | Formula | Ticker Format | Example |
+|----------|---------|---------------|---------|
+| QuickBooks | `=CDATAQUERY()` | SQL tables | `=CDATAQUERY("SELECT * FROM Invoices WHERE Balance > 0")` |
+| Xero | `=SCOTT.GL()`, `=SCOTT.INVOICES()` | Account codes | `=SCOTT.GL("200","Balance")` |
+| Sage Intacct | `=CDATAQUERY()` | SQL tables | `=CDATAQUERY("SELECT VendorID, TotalDue FROM Vendor")` |
+| Dynamics 365 Finance | `=CDATAQUERY()` | OData entities | `=CDATAQUERY("SELECT VendorAccountNumber, VendorOrganizationName FROM Vendors")` |
+
+## Workflow
+
+1. **Identify provider** - User must explicitly mention which provider to use
+2. **Read the provider's markdown file** - Each has complete syntax reference
+3. **Write formulas** - Use cell references for tickers when possible
+4. **Verify outputs** - Gut check values make intuitive sense
+5. **Handle errors** - Check syntax if formulas return errors
+
+## Common Data Points by Provider
+
+### Bloomberg
+- Price: `PX_LAST`, `PX_VOLUME`, `CUR_MKT_CAP`
+- Fundamentals: `SALES_REV_TURN`, `EBITDA`, `NET_INCOME`, `IS_EPS`
+- Ratios: `PE_RATIO`, `EV_TO_T12M_EBITDA`, `RETURN_COM_EQY`
+
+### FactSet
+- Pricing: `FG_PRICE`, `FG_MKT_VAL`
+- Fundamentals: `FF_SALES`, `FF_EBITDA`, `FF_NET_INCOME`, `FF_EPS`
+- Estimates: `FE_ESTIMATE(EPS,MEAN,ANN,+1)`
+
+### Capital IQ
+- Core: `IQ_TOTAL_REV`, `IQ_EBITDA`, `IQ_NI`, `IQ_DILUT_EPS_INCL`
+- Market: `IQ_MARKETCAP`, `IQ_TEV`
+- Periods: `IQ_FY`, `IQ_LTM`, or numeric codes (1000=FY, 999=prior FY)
+
+### Refinitiv
+- Real-time: `CF_LAST`, `CF_BID`, `CF_ASK`
+- Historical: `TR.Revenue`, `TR.EBITDA`, `TR.NetIncome`
+- Datastream: `P` price, `MV` market value, `WC01001` revenue
+
+### Morningstar
+- Fund: `MorningstarRating`, `ExpenseRatio`, `NAV_daily`
+- Returns: `ReturnY1`, `ReturnY3`, `ReturnY5`
+- Stock: `FairValue`, `EconomicMoat`
+
+### PitchBook
+- Valuation: `PostMoneyValuation`, `PreMoneyValuation`
+- Funding: `TotalFundingRaised`, `LastFundingAmount`, `LastFundingType`
+
+### AlphaSense (Tegus)
+- Income: `MO_RIS_REV`, `MO_RIS_EBITDA`, `MO_RIS_NET_INC`
+- Balance: `MO_RBS_TOTAL_ASSETS`, `MO_RBS_TOTAL_DEBT`
+- Cash Flow: `MO_RCF_CFO`, `MO_RCF_FCF`
+
+## Best Practices
+
+1. **Always verify** - Formulas should not return errors
+2. **Gut check values** - Numbers should make intuitive sense
+3. **Use cell references** - For tickers and periods, not hardcoded values
+4. **Be aware of limits** - Bloomberg and others have monthly download caps
+5. **Check units** - Know if values are in thousands, millions, or actual
+
+## Period Notation Summary
+
+| Provider | Current FY | Prior FY | LTM | Quarter |
+|----------|------------|----------|-----|---------|
+| Bloomberg | `[FY0]` | `[FY-1]` | `[TTM]` | `[FQ0]` |
+| FactSet | `ANN,0Y` | `ANN,-1Y` | `LTM` | `QTR,0Q` |
+| Capital IQ | `IQ_FY` or `1000` | `999` | `IQ_LTM` | `IQ_FQ` or `500` |
+| Refinitiv | `Period=FY0` | `Period=FY-1` | `Period=LTM` | `Period=FQ0` |
+| AlphaSense | `FY-2023` | `FY-2022` | `LTM` | `Q1-2024` |
+| QuickFS | `FY` | `FY-1` | `TTM` | `FQ` |
+| Calcbench | `2024, 0` | `2023, 0` | - | `2024, 1-4` |
+| Visible Alpha | `Y0` | `Y-1` | - | `Q0` |
+
+## Error Handling
+
+If formulas return errors:
+1. Check ticker format matches provider's expected format
+2. Verify field/variable name spelling
+3. Check period syntax
+4. Try refreshing the add-in
+5. Confirm data coverage for that security

package/skills/integrations/alphasense.md

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+**AlphaSense Excel Add-In Guide**
+
+**Intro**
+You have full access to AlphaSense through the Excel Add-In, but you should only pull AlphaSense data **when the user explicitly tells you to**. AlphaSense provides AI-powered research across SEC filings, earnings transcripts, expert call transcripts, broker research, news, and financial data. The Excel Add-In enables pulling financial data, building models, and accessing pre-built industry comps.
+
+**IMPORTANT:** Before completing a task involving AlphaSense, you must verify:
+1. Your AlphaSense formulas do not return errors.
+2. All values should seem reasonable and make intuitive sense based on your general knowledge.
+3. Use cell references for tickers and parameters when possible as opposed to hardcoded values.
+
+You should essentially gut check every value that shows up. If there are any errors or the values seem wrong, you likely wrote the formula syntax incorrectly. Please correct the formula until it outputs the proper value.
+
+---
+
+**AlphaSense Platform Overview**
+
+AlphaSense provides multiple data sources:
+
+| Content Type | Description |
+|--------------|-------------|
+| SEC Filings | 10-K, 10-Q, 8-K, proxy statements |
+| Global Filings | International regulatory filings |
+| Earnings Transcripts | Quarterly call transcripts |
+| Expert Transcripts | 200,000+ expert interviews |
+| Broker Research | Equity research reports |
+| News | Press releases, trade journals |
+| ESG Reports | Sustainability reports |
+| Financial Data | Fundamentals, estimates, KPIs |
+| Canalyst Models | 4,000+ pre-built financial models |
+
+---
+
+## PART 1: EXCEL ADD-IN FEATURES
+
+**1. Key Capabilities**
+
+| Feature | Description |
+|---------|-------------|
+| Custom Formulas | Pull specific data points |
+| Templates | Pre-built analysis templates |
+| Industry Comps | 85+ pre-built comp sheets |
+| Canalyst Models | Comprehensive financial models |
+| Real-Time Updates | Automatic data refresh |
+
+---
+
+**2. Installation**
+
+**Via Microsoft AppSource:**
+1. Go to appsource.microsoft.com
+2. Search "AlphaSense"
+3. Click "Get it now"
+4. Follow on-screen instructions
+
+**Via Excel:**
+1. Go to Home tab
+2. Click "Add-ins" icon
+3. Search "AlphaSense"
+4. Click "Add" to install
+
+**Requirements:**
+- AlphaSense subscription
+- Microsoft Excel (Windows or macOS)
+- Internet connection
+
+---
+
+## PART 2: TEGUS FORMULAS (FINANCIAL DATA)
+
+Tegus Formulas provide Excel functions to pull company data, estimates, and market data.
+
+**1. TEGUS.CD - Company Data Formula**
+
+Returns fundamental data points for a company.
+
+**Syntax:**
+=TEGUS.CD(Ticker, Row_Name, Period, [Calculation], [Scale])
+
+**Parameters:**
+| Parameter | Description | Required |
+|-----------|-------------|----------|
+| Ticker | Company ticker in Tegus format | Yes |
+| Row_Name | Data point identifier | Yes |
+| Period | Time period | Yes |
+| Calculation | LTM, NTM, etc. | Optional |
+| Scale | Units scale factor | Optional |
+
+**Ticker Format:**
+{TICKER}_{COUNTRY_CODE}
+
+| Country | Code | Example |
+|---------|------|---------|
+| United States | US | AAPL_US |
+| United Kingdom | GB | VOD_GB |
+| Canada | CA | RY_CA |
+| Germany | DE | SAP_DE |
+| Japan | JP | 7203_JP |
+| France | FR | MC_FR |
+
+**Examples:**
+=TEGUS.CD("AAPL_US", "MO_RIS_REV", "Q1-2024")
+→ Apple's Q1 2024 revenue.
+
+=TEGUS.CD("MSFT_US", "MO_RIS_EBITDA", "FY-2023")
+→ Microsoft's FY2023 EBITDA.
+
+=TEGUS.CD(A1, "MO_RIS_NET_INC", B1)
+→ Using cell references for ticker and period.
+
+---
+
+**2. Row Names (Data Points)**
+
+**Common Row Names (MO_ prefix):**
+
+**Income Statement:**
+| Row Name | Description |
+|----------|-------------|
+| MO_RIS_REV | Total Revenue |
+| MO_RIS_COGS | Cost of Goods Sold |
+| MO_RIS_GROSS_PROFIT | Gross Profit |
+| MO_RIS_OPEX | Operating Expenses |
+| MO_RIS_SGA | SG&A Expenses |
+| MO_RIS_RD | R&D Expenses |
+| MO_RIS_OPER_INC | Operating Income |
+| MO_RIS_EBIT | EBIT |
+| MO_RIS_EBITDA | EBITDA |
+| MO_RIS_INT_EXP | Interest Expense |
+| MO_RIS_PRETAX_INC | Pretax Income |
+| MO_RIS_TAX | Tax Expense |
+| MO_RIS_NET_INC | Net Income |
+| MO_RIS_EPS_BASIC | Basic EPS |
+| MO_RIS_EPS_DIL | Diluted EPS |
+| MO_RIS_SHARES_BASIC | Basic Shares |
+| MO_RIS_SHARES_DIL | Diluted Shares |
+
+**Balance Sheet:**
+| Row Name | Description |
+|----------|-------------|
+| MO_RBS_CASH | Cash & Equivalents |
+| MO_RBS_ST_INVEST | Short-term Investments |
+| MO_RBS_AR | Accounts Receivable |
+| MO_RBS_INVENTORY | Inventory |
+| MO_RBS_CURR_ASSETS | Current Assets |
+| MO_RBS_PPE | Net PP&E |
+| MO_RBS_GOODWILL | Goodwill |
+| MO_RBS_INTANGIBLES | Intangible Assets |
+| MO_RBS_TOTAL_ASSETS | Total Assets |
+| MO_RBS_AP | Accounts Payable |
+| MO_RBS_ST_DEBT | Short-term Debt |
+| MO_RBS_CURR_LIAB | Current Liabilities |
+| MO_RBS_LT_DEBT | Long-term Debt |
+| MO_RBS_TOTAL_DEBT | Total Debt |
+| MO_RBS_TOTAL_LIAB | Total Liabilities |
+| MO_RBS_TOTAL_EQUITY | Total Equity |
+
+**Cash Flow Statement:**
+| Row Name | Description |
+|----------|-------------|
+| MO_RCF_CFO | Cash from Operations |
+| MO_RCF_DA | Depreciation & Amort. |
+| MO_RCF_CAPEX | Capital Expenditures |
+| MO_RCF_CFI | Cash from Investing |
+| MO_RCF_CFF | Cash from Financing |
+| MO_RCF_FCF | Free Cash Flow |
+| MO_RCF_DIV | Dividends Paid |
+| MO_RCF_BUYBACK | Share Repurchases |
+
+**Key Metrics:**
+| Row Name | Description |
+|----------|-------------|
+| MO_GROSS_MARGIN | Gross Margin % |
+| MO_OPER_MARGIN | Operating Margin % |
+| MO_EBITDA_MARGIN | EBITDA Margin % |
+| MO_NET_MARGIN | Net Margin % |
+| MO_ROE | Return on Equity |
+| MO_ROA | Return on Assets |
+| MO_ROIC | Return on Invested Capital |
+
+**Company-Specific Row Names (z_ prefix):**
+For company-specific KPIs, use z_ prefix with the exact metric name as shown in Tegus models.
+
+---
+
+**3. Period Formats**
+
+| Format | Description | Example |
+|--------|-------------|---------|
+| Q1-2024 | Fiscal quarter | Q1-2024 |
+| Q2-2023 | Fiscal quarter | Q2-2023 |
+| FY-2023 | Full fiscal year | FY-2023 |
+| H1-2024 | Half year | H1-2024 |
+| LTM | Last twelve months | LTM |
+| NTM | Next twelve months | NTM |
+
+**Calculation Parameters:**
+| Parameter | Description |
+|-----------|-------------|
+| LTM | Last twelve months (rolling) |
+| NTM | Next twelve months (forward) |
+| YoY | Year-over-year growth |
+| QoQ | Quarter-over-quarter growth |
+
+---
+
+**4. TEGUS.FX - FX Formula**
+
+Returns foreign exchange rates.
+
+**Syntax:**
+=TEGUS.FX(Base_Currency, Quote_Currency, [End_Date])
+
+**Parameters:**
+| Parameter | Description | Required |
+|-----------|-------------|----------|
+| Base_Currency | 3-letter currency code | Yes |
+| Quote_Currency | 3-letter currency code | Yes |
+| End_Date | Date for rate | Optional |
+
+**Examples:**
+=TEGUS.FX("EUR", "USD")
+→ Current EUR/USD exchange rate.
+
+=TEGUS.FX("GBP", "USD", "12/31/2023")
+→ GBP/USD rate as of Dec 31, 2023.
+
+**Common Currency Codes:**
+| Code | Currency |
+|------|----------|
+| USD | US Dollar |
+| EUR | Euro |
+| GBP | British Pound |
+| JPY | Japanese Yen |
+| CAD | Canadian Dollar |
+| AUD | Australian Dollar |
+| CHF | Swiss Franc |
+| CNY | Chinese Yuan |
+
+---
+
+**5. TEGUS.PRICE - Price Formula**
+
+Returns stock price data.
+
+**Syntax:**
+=TEGUS.PRICE(Ticker, [Date])
+
+**Examples:**
+=TEGUS.PRICE("AAPL_US")
+→ Apple's current stock price.
+
+=TEGUS.PRICE("MSFT_US", "12/31/2023")
+→ Microsoft's price on Dec 31, 2023.
+
+---
+
+## PART 3: INDUSTRY COMPS
+
+**1. Pre-Built Comp Sheets**
+
+AlphaSense provides 85+ pre-built industry comp sheets covering:
+- Technology (Software, Hardware, Semiconductors)
+- Healthcare (Pharma, Biotech, Med Devices)
+- Consumer (Retail, Staples, Discretionary)
+- Financial Services (Banks, Insurance, Asset Mgmt)
+- Industrials (Aerospace, Machinery, Transport)
+- Energy (Oil & Gas, Utilities, Renewables)
+- And more...
+
+---
+
+**2. Using Industry Comps**
+
+**Accessing:**
+1. Open AlphaSense Excel Add-In
+2. Navigate to Industry Comps
+3. Select industry/sector
+4. Download comp sheet
+
+**Features:**
+- Pre-populated with peer companies
+- Key metrics and multiples
+- Historical data
+- Consensus estimates
+- Pre-built charts
+
+**Export Options:**
+| Format | Use Case |
+|--------|----------|
+| Excel (.xlsx) | Full formatted workbook |
+| CSV | Raw data for import |
+
+---
+
+## PART 4: CANALYST MODELS
+
+**1. Overview**
+
+Canalyst Models provide 4,000+ pre-built, detailed financial models that update automatically.
+
+**Model Components:**
+| Section | Contents |
+|---------|----------|
+| Income Statement | Detailed revenue, costs, margins |
+| Balance Sheet | Assets, liabilities, equity |
+| Cash Flow | Operating, investing, financing |
+| KPI Sheet | Company-specific metrics |
+| Segment Data | Business unit breakdowns |
+| Valuation | DCF, comps, scenarios |
+
+---
+
+**2. Using Canalyst Models**
+
+**Accessing:**
+1. Search for company in AlphaSense
+2. Navigate to Financial Data > Canalyst Models
+3. Download model to Excel
+
+**Updating:**
+- Models refresh automatically
+- Manual refresh via Add-In
+- Data updated within 30 minutes of source update
+
+---
+
+## PART 5: SEMANTIC SEARCH (Platform Feature)
+
+While not directly in Excel, AlphaSense's search powers the platform:
+
+**1. Gen Search (AI-Powered)**
+
+Natural language queries across 500M+ documents:
+- SEC filings
+- Earnings transcripts
+- Expert transcripts
+- Broker research
+- News articles
+
+**2. Search Features**
+
+| Feature | Description |
+|---------|-------------|
+| Semantic Search | Understand meaning, not just keywords |
+| Smart Synonyms | Find related terms automatically |
+| Sentiment Analysis | Track tone changes |
+| Table Search | Find data in tables |
+| Document Comparison | Side-by-side analysis |
+
+---
+
+## PART 6: EXPERT TRANSCRIPTS
+
+**1. Coverage**
+
+- 200,000+ expert interview transcripts
+- 18,000+ private companies covered
+- Industry expert interviews
+- Former employees, customers, competitors
+
+**2. Accessing in Platform**
+
+1. Search company or topic
+2. Filter by "Expert Transcripts"
+3. Read/export transcript
+4. Use Smart Summaries for highlights
+
+**3. Using for Research**
+
+Expert transcripts provide:
+- Private company insights
+- Industry dynamics
+- Competitive intelligence
+- Channel checks
+- Management perspectives
+
+---
+
+## PART 7: TEMPLATES
+
+**1. Available Templates**
+
+| Template | Use Case |
+|----------|----------|
+| Company Overview | Single company analysis |
+| Comparable Analysis | Peer comparison |
+| DCF Model | Valuation modeling |
+| LBO Model | Leveraged buyout analysis |
+| Revenue Build | Bottom-up revenue model |
+| Earnings Model | Quarterly estimates |
+
+---
+
+**2. Using Templates**
+
+1. Open AlphaSense Excel Add-In
+2. Navigate to Templates
+3. Select template type
+4. Enter company ticker(s)
+5. Data auto-populates
+6. Customize as needed
+
+---
+
+## PART 8: FORMULA BEST PRACTICES
+
+**1. Cell References**
+
+Use cell references instead of hardcoding:
+=TEGUS.CD(A1, B1, C1)
+→ Ticker in A1, Row Name in B1, Period in C1
+
+Benefits:
+- Easier to update
+- Build dynamic tables
+- Avoid syntax errors
+
+---
+
+**2. Syntax Rules**
+
+| Rule | Correct | Incorrect |
+|------|---------|-----------|
+| Text in quotes | "AAPL_US" | AAPL_US |
+| Cell reference | A1 | "A1" |
+| Period format | "Q1-2024" | Q1-2024 |
+
+---
+
+**3. Troubleshooting**
+
+| Error | Cause | Solution |
+|-------|-------|----------|
+| #VALUE! | Invalid ticker | Check ticker format |
+| #N/A | Data not available | Verify coverage |
+| #REF! | Invalid row name | Check row name spelling |
+| No data | Wrong period | Verify period format |
+
+---
+
+**Final Checklist:**
+- Is my ticker in correct format? (TICKER_COUNTRY)
+- Is the row name spelled correctly? (MO_ or z_ prefix)
+- Is the period in correct format? (Q1-2024, FY-2023)
+- Do I need LTM, NTM, or specific period?
+- Is the company covered in Tegus models?
+- Have I checked the data looks reasonable?
+
+---
+
+**Additional Resources:**
+- AlphaSense Platform: alpha-sense.com
+- Help Center: help.alpha-sense.com
+- Excel Add-In: Search "AlphaSense" in Microsoft AppSource
+- Tegus Formulas: help.alpha-sense.com/hc/en-us/articles/42150553920659
+- Industry Comps: Access via Excel Add-In
+- Canalyst Models: Access via AlphaSense platform