4. Fill an Excel Template

Populate a fixed spreadsheet template from a financial database without changing the file structure or formatting.

Challenge overview

Build a workflow that fills a standard Excel template from a financial database.

The workflow must preserve the template exactly.

Scenario

We use a standardized Excel template that must be populated with financial data from our internal database.

The intended workflow is that the user provides a list of ticker symbols.

The system automatically retrieves all relevant investment data for each ticker from the database and inserts it into the correct fields within the template.

The final output must be a fully completed Excel file that strictly follows the template’s structure.

It is absolutely critical that all data is accurate and placed in the exact required cells without altering the template’s formatting or layout.

Sample files

9KB

Table_template.xlsx

Open

23MB

sample.zip

archive

Open

Example inputs

• AAPL, MSFT

• AMZN

• AAPL, MSFT, AMZN, GOOG

• Apple and Google

• AAPL google

• AAPL, MSFT, AMZN, GOOG, NVDA, META, NFLX, JPM, XOM, JNJ, V, UNH, KO, AVGO

What to build

Your workflow should:

1. Accept flexible ticker input.

2. Normalize the request into a ticker list.

3. Pull data directly from the provided database.

4. Write the data into the correct cells in the template.

5. Return a completed Excel file.

Validation target

Use this expected output as a check.

Ticker	Company Name	Stock Price ($)	Market Cap ($B)	Strategy	Sector	Seller	Volume
AAPL	Apple Inc.	198.45	3,120	Long — Core Growth Allocation	Technology — Consumer Electronics	Morgan Stanley Institutional Desk	125,000
MSFT	Microsoft Corporation	412.78	3,065	Long — Strategic Core Technology Allocation	Information Technology	Goldman Sachs Institutional Equities Div.	98,500
AMZN	Amazon.com, Inc.	178.62	1,925	Long — Global E-Commerce & Cloud Infrastructure Growth	Consumer Discretionary / Technology	JP Morgan Securities LLC	142,000
GOOGL	Alphabet Inc. (Google)	152.37	1,910	Long — Digital Infrastructure & AI Expansion	Communication Services / Technology	Goldman Sachs Institutional Desk	210,000
NVDA	NVIDIA Corporation	742.18	1,825	Long — AI Infrastructure Momentum	Technology — Semiconductors	Citadel Securities LLC	48,000
META	Meta Platforms, Inc.	512.64	1,290	Long — Digital Ads & AI Productization	Communication Services	Morgan Stanley Equity Desk	36,500
NFLX	Netflix, Inc.	678.11	302	Hold — Streaming Cash Flow Compounder	Communication Services — Media	Goldman Sachs Institutional Desk	12,250
JPM	JPMorgan Chase & Co.	214.09	620	Long — Quality Financials / Carry	Financials — Banks	Barclays Capital Inc.	55,000
XOM	Exxon Mobil Corporation	118.73	505	Income — Energy Dividend Core	Energy — Integrated Oil & Gas	Wells Fargo Securities	90,000
JNJ	Johnson & Johnson	162.47	392	Defensive — Healthcare Quality	Health Care — Pharmaceuticals	BofA Securities	41,000
V	Visa Inc.	298.32	610	Long — Payments Network Growth	Financials — Payments	Jefferies LLC	28,750
UNH	UnitedHealth Group Incorporated	557.88	520	Long — Managed Care Leader	Health Care — Managed Care	JP Morgan Securities LLC	15,600
KO	The Coca-Cola Company	64.91	281	Income — Staples Defensive	Consumer Staples — Beverages	UBS Securities LLC	120,000
AVGO	Broadcom Inc.	1,386.55	640	Long — Semis + Infrastructure Software	Technology — Semiconductors	Deutsche Bank Securities	6,800

Key considerations

• Preserve exact sheet names, cell positions, column order, and formatting.

• Prevent hallucinated values.

• Make the database the source of truth.

• Handle different input styles for tickers and company names.

Extension

• Support a different uploaded Excel template on each run.

Helpful docs

• StackAI Computer

• Fill in Excel Sheets with AI

• Excel

• Files Node

• Template Node