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Excel productivity tools for investment bankers in Financial Data & Benchmarking Tools | Parse

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Financial Data & Benchmarking Tools

Financial Data & Benchmarking Tools

Excel productivity tools for investment bankers

Data as of Sep 30, 2026A topic in Financial Data & Benchmarking Tools.Reviewed by Dimitry Apollonsky

How we measure

Which brands AI mentions

#BrandHow often mentioned

1

MacabacusMost answers

2

FactSetMost answers

3

BloombergOften

4

S&P Capital IQ ProOften

5

Capital IQ ProRarely

6

Daloopa

8

Microsoft

7

Power Query, a product of Microsoft

9

Microsoft Inquire, a product of Microsoft

37

Microsoft 365 Apps, a product of Microsoft

38

Microsoft Excel, a product of Microsoft

39

Microsoft 365, a product of Microsoft

10

11

12

13

14

15

16

17

18

19

20

21

34

24

LSEG Workspace, a product of Lseg

25

26

29

30

Boston Institute Of Analytics

31

Breaking Into Wall Street

32EExcel Native ToolPak

33

iBankingAdvice

35

Macros – Calorie Counter

40

41

42

43

44SSpreadsheet Studio

45

Training The Street

46XXLMate

47XXpressTools

See 42 more brands

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Recommendations by AI engine

Mentioned in · Jul 8 – Sep 30, 2026

MacabacusChatGPT Search86%Google AI Mode100%
FactSetChatGPT Search81%Google AI Mode95%
BloombergChatGPT Search81%Google AI Mode29%
S&P Capital IQ ProChatGPT Search33%Google AI Mode57%
Capital IQ ProChatGPT Search24%Google AI Mode43%

Questions and answers

What are the essential Excel add-ins and shortcuts every Investment Banker should know?
Can you list the essential Excel productivity tools and shortcuts that investment bankers rely on daily?
Could you list the essential Excel shortcuts and productivity add-ins that investment bankers rely on daily?

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