Name: Endex AI Agent
Brand: AI_TOOL
Availability: InStock

Question 1

Is Endex its own web application separate from Excel?

Accepted Answer

No, Endex is an Excel-based add-in and lives as a sidebar in your Excel application. No need to constantly sign into or keep a separate web app open to use Endex.

Question 2

Can Endex pull in data from outside my excel workbook?

Accepted Answer

Yes, Endex directly integrates with trusted public data sources across the financial services domain, such as CapIQ, VisibleAlpha, FactSet, SEC filings and company earnings. Users can also upload documents from which to pull data alongside their Excel workbook - expert call transcripts, broker research, market maps and much more.

Question 3

Can Endex give me actionable insights, rather than just AI-generated summaries?

Accepted Answer

Yes, Endex agents are able to reason over Excel workbooks and financial data at the level of an analyst. Powered by OpenAI’s Deep Research integration and other industry-leading models, Endex’s agents can spot trends, highlight data anomalies, perform calculations and provide intuitive reasoning across your analyses.

Question 4

Is Endex limited to a specific set of workflows?

Accepted Answer

No, Endex can be used for nearly any Excel task across a diverse set of professional work categories. Although tailored with rigor for financial professionals, Endex is a free form tool for all Excel work and carries an inherent understanding of financial terminology, workbook context and supporting files.

Question 5

How does Endex manage the data in my Excel files? Are my Excel files and queries used for model training?

Accepted Answer

Endex maintains a strict set of enterprise-grade security and compliance frameworks to protect user data. Endex ensures no training on user data - period. To learn more about security and compliance with Endex, please visit their trust portal at https://trust.endex.ai/.

Question 6

How can I trust Endex’s outputs to be accurate?

Accepted Answer

Endex outputs are completely auditable with direct citations to cells and cell ranges in your workbook, as well as in-line citations to public and independently uploaded documentation.

Question 7

Am I allowed to download Endex at my firm?

Accepted Answer

Endex is utilized by analysts and associates at leading financial institutions across the US & globally, backed by a strong security & compliance framework. Firms can learn more about Endex's security & compliance policy at https://trust.endex.ai/ or reach out to support@endex.ai for specific security-related questions.

Question 8

What if Endex builds an analysis I don’t like?

Accepted Answer

Endex features the ability to undo changes it makes to Excel sheets quickly and efficiently. However, versioning up your workbooks while using Endex, just as you normally would, is recommended.

Question 9

How do I best prompt Endex to complete a task?

Accepted Answer

Endex will ask for follow-ups if prompting is ambiguous, but generally prompts should include your ideal deliverable, formatting standards, data / data sources, any specific data manipulation and any assumptions.

Question 10

Can Endex help me build charts and create other visualizations?

Accepted Answer

Today, Endex is optimized for tabular and cell-based data manipulation rather than charting and other data visualizations. New updates covering charting capabilities are on Endex’s roadmap.

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