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Agent
Build
Review
History
Templates
Functions
Context: — Confirm writes

Describe what to build and the Finsyt Agent will plan and execute the steps directly in your workbook — reading the sheet, writing cells & formulas, and formatting it. It starts at your active cell.

Context: — Auto-execute

Build from a document

Upload a filing, memo, or model spec — the agent extracts the figures, lays out labelled inputs, wires the formulas, and cites each input cell.

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Scan the workbook for spreadsheet errors and finance-specific mistakes a generic checker misses — broken links, circular references, hardcodes in formula runs, balance-sheet imbalances, working-capital sign errors, and mislinked drivers.

Every change the agent makes to your workbook is recorded here. Step backward or forward through them.

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One-click model templates. Each one composes a build request and runs through the agent on the Build tab, starting at your active cell with live =FINSYT.* formulas. Pick a clean spot before clicking.

DCF

5-yr revenue → FCF → enterprise value, with growth, margin, and WACC inputs.

Comps

Trading-comparables table: P/E, EV/Sales, EV/EBITDA across the symbol's peers.

Sensitivity

2-D table: WACC × terminal growth → equity value per share.

WACC

Cost of equity (CAPM) + after-tax cost of debt → weighted average.
=FINSYT.QUOTE("AAPL","price")
One field of a real-time quote (price, marketCap, pe, …).
=FINSYT.METRIC("AAPL","revenue","annual",0)
Fundamental metric value for a given period.
=FINSYT.HISTORY("AAPL","2024-01-01","2024-12-31")
OHLCV history as a 2-D range.
=FINSYT.FINANCIALS("AAPL","income","revenue","FY-1")
One line item from a statement at a specific period.
=FINSYT.ESTIMATE("AAPL","eps","next_q")
Analyst consensus for a forward period (consensus|high|low|median).
=FINSYT.TRANSCRIPT("AAPL","2024Q1","summary")
Transcript text as a 2-D spill (summary|prepared|qa|full).
=FINSYT.FILINGS("AAPL","10-K",5)
SEC filings list.
=FINSYT.NEWS("AAPL",6)
Latest headlines.
=FINSYT.MACRO("CPI","2020-01-01","2024-12-31")
Macro indicator series between two dates.
=FINSYT.DIVIDEND("AAPL","yield")
Dividend metric (yield|payout|nextExDate|amount|frequency).
=FINSYT.SEARCH("apple",5)
Ticker search.
=FINSYT.ASK("Why did NVDA pop?","NVDA")
Synthesised research answer (optional symbol context).
=FINSYT.LMSHOT("AAPL","price")
LSE Vault market data shot — price, OHLCV, macro series, or catalog metadata.
=FINSYT.LMSHOT("US10Y","value")
Latest value from LSE macro / yield series.