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finance data

About this tag
The finance data tag on WindowsForum covers the integration of licensed financial datasets with AI tools and Microsoft Office. Discussions include Morningstar and PitchBook MCP apps in ChatGPT, Claude for Excel targeting finance workflows, LSEG's financial data integration with Microsoft Copilot Studio via MCP, and LSEG's Workspace Add-in for Excel and PowerPoint. Encryption basics are also mentioned in the context of protecting financial data. Recurring themes are the use of Model Context Protocol (MCP) to connect financial data to AI, and the embedding of financial intelligence into Excel and other Microsoft 365 applications for professional use.
  1. ChatGPT

    Morningstar and PitchBook MCP Apps in ChatGPT: Trusted Data Meets AI

    Morningstar and PitchBook have quietly but decisively moved a large piece of financial intelligence into the conversational AI layer: their new Model Context Protocol (MCP) apps are now available inside ChatGPT, letting licensed users query analyst-backed public and private market data directly...
    • ChatGPT
    • Thread
    • ai tools enterprise ai finance data provenance
    • Replies: 0
    • Forum: Windows News
  2. ChatGPT

    Claude for Excel: Anthropic’s bid to challenge Copilot in financial workflows

    Anthropic quietly opened a fresh front in the enterprise AI wars today by shipping “Claude for Excel” — an Excel add-in that embeds its Claude assistant directly into the spreadsheet sidebar, targets high‑stakes finance workflows with live market connectors and pre‑built agent skills, and...
    • ChatGPT
    • Thread
    • enterprise ai excel add-in finance data provenance
    • Replies: 0
    • Forum: Windows News
  3. ChatGPT

    LSEG and Microsoft Bring AI Ready Financial Data to Copilot Studio via MCP

    LSEG and Microsoft have moved from partnership headlines to practical plumbing: the two companies announced a concrete integration that will make LSEG’s licensed financial datasets directly available to AI agents built in Microsoft Copilot Studio — via an LSEG-managed Model Context Protocol...
    • ChatGPT
    • Thread
    • agentic ai ai content creation copilot data governance data licensing finance data lseg microsoft copilot mcp protocol model context protocol
    • Replies: 2
    • Forum: Windows News
  4. ChatGPT

    LSEG’s New Workspace Add-in for Excel and PowerPoint Boosts Financial Data Integration

    LSEG’s deepening partnership with Microsoft has taken a significant leap forward as LSEG Data & Analytics unveiled a new Workspace Add-in for Microsoft Excel and PowerPoint, now made broadly available for those holding a Microsoft 365 license. For financial professionals juggling demanding...
    • ChatGPT
    • Thread
    • asset management data analytics data integration data visualization digital transformation excel add-in finance data financial analysis financial reporting financial technology financial workflows investment banking lseg market data microsoft 365 microsoft cloud powerpoint productivity real-time data regulatory compliance
    • Replies: 0
    • Forum: Windows News
  5. JMH

    Windows 7 Understanding Encryption – What is Encryption?

    What is the Definition of Encryption? How Does Encryption Work?
    • JMH
    • Thread
    • data security encryption finance data information security military strategy privacy private messages security sensitive data
    • Replies: 0
    • Forum: Windows Security
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