Instructions

1. Understand the Request & Locate Files

The user will request to populate an Excel template with financial data for a specific company (e.g., NVIDIA/NVDA). They will provide:

• An Excel template file (e.g.,

  results_template.xlsx

  ).
• A data requirements file (e.g.,

  data.txt

  ).
• A formatting instructions file (e.g.,

  tips.txt

  ).
• A final output filename (e.g.,

  results.xlsx

  ).

First, read the requirement files to understand the exact data needed and formatting rules.

Tool Calls:

• Use

  filesystem-read_multiple_files

  to read

  data.txt

  and

  tips.txt

  .

2. Analyze the Excel Template Structure

Examine the provided Excel template to understand its sheets, headers, and data ranges.

Tool Calls:

1. Use

   excel-get_workbook_metadata

   on the template file to list its sheets.
2. Use

   excel-read_data_from_excel

   on each sheet to see the column headers and empty data cells.

3. Fetch Required Financial Data

Based on the requirements (

data.txt

), fetch the necessary data. Common requirements include:

• Stock Info & Fundamentals: Use

  yahoo-finance-get_stock_info

  .
• Major Holders Summary: Use

  yahoo-finance-get_holder_info

  with

  holder_type: "major_holders"

  .
• Institutional Holders Details: Use

  yahoo-finance-get_holder_info

  with

  holder_type: "institutional_holders"

  .
• Historical Stock Prices: Use

  yahoo-finance-get_historical_stock_prices

  for a date range, or

  yahoo-finance-get_stock_price_by_date

  for specific quarter-end dates.

Key Data Processing:

• Identify quarter-end dates (e.g., 2024-09-30 for Q3 2024).
• Calculate Market Cap =

  Stock Price * Shares Outstanding

  .
• Convert units as required (e.g., shares to millions, value to billions).

4. Format Data According to Rules

Strictly apply the formatting rules from

tips.txt

(e.g., "Round all numbers to two decimal places", "If the data is unavailable, fill in NaN").

5. Populate the Excel Template

Write the formatted data into the correct cells of the template.

Tool Calls:

• Use

  excel-write_data_to_excel

  for each sheet, specifying the

  start_cell

  (e.g., "B2" for data below headers).

6. Finalize and Rename the File

After populating all sheets, rename the file to the user's requested output name (e.g., from

results_template.xlsx

to

results.xlsx

).

Tool Calls:

• Use

  filesystem-move_file

  .

7. Verify Completion

Optionally, list the directory contents to confirm the final file exists and read back a sample of the data to ensure correctness.

Tool Calls:

• Use

  filesystem-list_directory

  .
• Use

  excel-read_data_from_excel

  on the final file.