Core Insights - Anthropic has launched Claude for Excel, allowing real-time integration with market data and investment portfolios, marking its entry into the financial services sector [2][4] - The plugin enables users to directly manipulate and analyze data within Excel, providing explanations for modifications and tracking changes [4][5] - Claude's capabilities have been expanded with new skills tailored for financial tasks, enhancing its utility for businesses [7][9] Financial Services Integration - Claude for Excel is designed to assist financial professionals by enabling direct data analysis and modification within Excel, maintaining the structure and formula dependencies of spreadsheets [4][5] - The integration with Microsoft 365 allows Claude to create and edit files, including Excel spreadsheets and PowerPoint presentations, while also searching through documents and communications [4][5] New Features and Skills - Claude has introduced six new skills specifically for the financial sector, aimed at improving its service offerings to businesses [7] - The plugin supports various financial tasks, including comparable company analysis, discounted cash flow modeling, due diligence data packaging, and earnings analysis [9][10] Market Impact - The introduction of Claude for Excel is expected to transform how financial analysts work, potentially replacing traditional spreadsheet skills with AI capabilities [12] - The CTO of Citibank has endorsed Claude, highlighting its advanced planning and coding abilities, which may enhance its performance in financial roles [12]
Excel新AI插件!华尔街「表哥表姐」对手来了
Sou Hu Cai Jing·2025-10-28 06:03