Learning Timeline
Key Insights
Multimodal Capability & Flexibility
GLM-5 doesn't just generate spreadsheets; it can also convert the same document into a PowerPoint presentation or other formats based on your instructions.
Dynamic Output
Unlike standard AI that provides static text, GLM-5 produces editable elements. You can modify numbers and rearrange charts as if you were using actual Excel software.
Automated Deep Analysis
The AI automatically includes critical insights such as Bull Case and Bear Case scenarios for each company, as well as SWOT analysis, without needing separate prompts.
Prompts
Financial Consolidation Analysis Prompt
Target:
GLM-5
You are a senior Wall Street analyst. From these earnings reports, make a consolidated spreadsheet of multiple tabs with financials, charts, growth forecasts, and recommendations.
Step by Step
How to Convert PDF Reports into Interactive Excel Spreadsheets
- Open the GLM-5 platform in your browser.
- Click the file upload button or drag-and-drop financial report PDF files (e.g., Q4 reports for Alphabet, Nvidia, and Amazon) into the chat area.
- Type your instructions in the chat box, defining the AI's role (Role-play) and specifying your desired output.
- Locate and Toggle ON the 'Agent Summary' feature to allow the AI to verify figures and provide more accurate data summaries.
- Click the 'Send' button or press Enter to start the analysis process.
- Wait for the AI to finish generating the interactive spreadsheet within the interface.
- Click on the available tabs (such as 'Financials', 'Charts', or 'Growth Forecast') to view the categorized data.
- Click and move chart elements or modify numbers within the spreadsheet cells if needed, as the output is fully editable.
