⚡ One-click install
Checked install page (app stores, official sites and template pages): tap to get it straight away.
🧰 Before you start
- A paid Claude plan (Pro, Max, Team or Enterprise)
- Excel 2016 or later (Windows/Mac) or Excel on the web
🪜 Step by step
- 1☐
Install the add-in
Click the install button on this page and choose Get it now. (An add-in is a small extra that adds features to Excel.)
- 2☐
Open Excel
Open a workbook. Find Claude under Home > Add-ins (Windows) or Tools > Add-ins (Mac).
- 3☐
Sign in
Sign in with your Claude account. A panel opens on the right.
- 4☐
Ask about your sheet
Try: 'Explain what this workbook does and how the main numbers are calculated.'
- 5☐
Build or change a model
Use the feasibility prompt below to build a property investment model.
- 6☐
Check its work
Ask Claude to audit the workbook for errors, then check key numbers yourself.
- 7☐
Save a copy first
Always work on a copy of important files.
💬 Copy-paste prompts
Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.
Build a property investment feasibility model on a new sheet. Inputs (in a yellow input section): purchase price [MYR], stamp duty and legal fees [%], renovation [MYR], loan amount [%], interest rate [%], loan term [years], monthly rent [MYR], vacancy [%], service charge and maintenance [MYR/month], annual rent growth [%], holding period [years], exit price growth [%]. Outputs: monthly cash flow, gross and net yield, cash-on-cash return, 10-year cash flow table, IRR, and a sensitivity table for rent vs interest rate. Use formulas (not hard-coded numbers) and label everything clearly.
Check this workbook for errors: broken references, hard-coded numbers inside formulas, inconsistent formulas across rows, totals that don't add up, and assumptions that look unrealistic. List each issue with the cell reference and how to fix it.
⚠️ Tips & common mistakes
- Always check AI-built formulas before relying on them.
- Keep inputs in one place so it's easy to test scenarios.
- Don't upload confidential client data unless your plan and policies allow it.