Excelor User Guide

Welcome to Excelor, your AI-powered financial analyst and Excel automation partner. This guide helps you leverage Excelor's capabilities to build models, research companies, and analyze data efficiently.

🚀 Getting Started

  1. Open Excelor: Click the Excelor button in your Excel ribbon to open the task pane.
  2. Connect: Ensure you are connected to the backend server (indicator in the settings/status area).
  3. Select Model: Choose your preferred AI model (e.g., Gemini 3 Flash) from the footer dropdown.

💬 Chat Interface

The side panel is your command center. You can chat with Excelor naturally to perform tasks.

  • Send a Message: Type your request and press Enter.
  • New Line: Press Shift + Enter to create a new line in the chat box.
  • Reference Sheets: Type # to trigger a dropdown of your current workbook's sheets. Select a sheet to mention it in your prompt (e.g., "Analyze the data in #Sheet1").
  • Slash Commands: Type / to see available commands like /template.
  • Stop: Click the red Stop button to interrupt the agent if needed.

📊 Financial Data Tools

Fetch real-time financial data directly into your workbook using the Financial Datasets integration.

Commands

  • Income Statement: "Get income statement for [Ticker]"
  • Balance Sheet: "Get balance sheet for [Ticker]"
  • Cash Flow: "Get cash flow for [Ticker]"
  • Segmented Revenue: "Get revenue segments for [Ticker]"
  • Stock Price: "What is the stock price of [Ticker]?"

Example:

"Get the annual income statement for NVDA for the last 5 years."

🌐 Web Research

For non-financial data, recent news, or market research, Excelor uses the Web Research tool (powered by Grok 4.1 Fast).

Use cases:

  • "Research the global market size for electric vehicles in 2025."
  • "Find the top competitors to Salesforce and their pricing."
  • "Summarize the latest news about the semiconductor industry."

⚡ Excel Automation

Excelor can manipulate your workbook directly.

ActionCommand Example
Write Data"Write these growth rates to cell B5."
Formulas"Calculate the average of row 10 in column L."
Formatting"Make the headers bold and blue. Format row 5 as percentages."
Charts"Create a bar chart for revenue in cells B2:F2."
Tables"Turn range A1:D10 into a table named 'SalesData'."
New Sheet"Create a new sheet named 'Scenario A'."

🕵️‍♂️ Dexter Research Agent

For deep dives, Excelor hands off to Dexter, a specialized sub-agent.

Capabilities:

  • SEC Filings: Reads 10-K/10-Q reports.
  • Insider Trading: Tracks executive buys/sells.
  • Analyst Estimates: Consensus revenue/EPS forecasts.
  • Financial Metrics: ROIC, ROE, margins over time.

How to trigger: Just ask a complex research question:

"What are the key risk factors listed in Apple's latest 10-K?" "Show me the insider trading activity for Tesla over the last 6 months."

🧠 Custom Skills

You can teach Excelor new templates.

  1. Capture: Build a model in Excel -> Click "Capture Template" icon -> Save.
  2. Generate: Click "Generate Skill" to turn it into a reusable skill.
  3. Reuse: Ask Excelor to "Build [Your Template Name]".

See Creating New Skills for more details.