Built on xlwings Lite, created by Felix Zumstein. Official resources:

Three ways to use AI with xlwings Lite

1. Chat app

ChatGPT, Claude, Gemini or AI Studio. You paste your code into the chat and paste the new code back into xlwings Lite. It is free and works well for small scripts.

2. AI coder, you run the code

Claude Code, Cursor, Codex or Antigravity. The AI coder edits the script file directly. You paste it into xlwings Lite, run it and share any error back. This works better once a script grows to a few hundred lines.

How I work now
3. AI coder working on the Excel file itself

The AI coder writes the code, runs it in your Excel, reads the output and errors, and fixes them on its own. You review the results and check the numbers. I use Claude Code for this. It needs desktop Excel on Windows and a one-time setup of about 10 minutes, described in section 17 of the AI Coder Instructions.

AI Coder Instructions

This file is required for all modules.

For AI

Download the complete markdown file. Upload to your AI at start of every session.

Download

For Humans

View the complete guide in your browser with proper formatting and navigation.

View in Browser

A note on keeping these current

These tools have been built up over time and I update them as far as possible, but each one sits on top of parts that move on their own schedule: the xlwings Lite runtime, the APIs a tool calls, the third-party services behind those, and other reasons besides. So a tool that worked last month can throw an error today. It is usually a small fix. Copy the error and the tool's code into your AI along with the AI Coder Instructions file above, and that is normally enough to get it working again.

Practice Kits

A practice workbook to try with your AI, and a completed workbook with the full working code.

01

Data Manipulation and Visualisation

AI-driven variables, automated charts, profiling & best practices

Module 1: Data Manipulation

AI-assisted data transformation, intelligent variable creation, automated profiling, and visualization. Learn to create derived variables, summary metrics, profile tables, correlation matrices, and charts using natural language instructions.

Natural Language Instructions Correlation Matrices Box Plots & Charts
02

Practical Data Cleaning

AI rule generation, test case creation & validation workflows

Module 2: Data Cleaning

Using AI to generate, test, and validate a robust data cleaning script. Learn to analyze data patterns, generate cleaning rules, create test cases for edge scenarios, and audit AI's proposed logic.

Pattern Analysis Edge Case Testing AI Logic Auditing
03

Campaign Build

Exclusion waterfall, segmentation & test/control framework

Module 3: Campaign Build

Working with AI to execute a full, auditable campaign workflow in xlwings Lite. Build exclusion waterfalls, segment populations into prioritized tiers, and implement statistically sound test/control groups.

Exclusion Waterfall Lead Prioritization Statistical Sampling

Patterns

Worked examples with test data you can download and try.

01

Local File Access: 8 Patterns

PDFs, HTML, PowerPoint, Parquet, email attachments - read & write local files

Read and write files on your local drive from xlwings Lite. Mount a local folder, then use 8 distinct patterns covering the most common file workflows.

  • •Unzip, process and concatenate files on local drive
  • •Generate PDF, HTML and PowerPoint reports to desktop
  • •Convert CSV to Parquet, save files from browser to local
  • •Send emails with local file attachments via API
  • •Run analytics with DuckDB, create charts with Matplotlib
Local File Access: 8 Patterns
02

=WINGMAN Function Usage Patterns

Data cleaning & judgment-based categorization from a prompt and a range

Like =COPILOT in Excel - pass a prompt and data range, get structured results. Works with full ranges, adjacent ranges, and single rows.

  • •Pulling clean values out of messy text (phone numbers)
  • •Full ranges, adjacent ranges, single rows
  • •Structured output that fits next to your table
  • •Judgment-based cleaning and categorization

Explore Live Apps

See xlwings Lite in action with these live working apps.

S&P 500 Excel Tracker - Yahoo Finance

A downloadable Excel workbook that pulls prices, dividends and earnings calendar data for hundreds of Yahoo Finance tickers - for when WEBSERVICE keeps failing.

  • Pulls hundreds of tickers in one run through the free Tigzig YFIN API
  • Prices, dividends and earnings calendar dates in one workbook
  • Writes results incrementally so a long pull shows progress as it runs
  • Download the workbook and run it - the Python is already in the file
S&P 500 Excel Tracker built with xlwings Lite

INTELISCAPE-X - Intelligent Web Scraper

Describe in natural English what and how you need the scrape to be done. Transform Excel into an intelligent web scraping platform.

  • Extract structured data from multiple websites with AI-powered analysis
  • Process batches of URLs with custom column specifications
  • Track processing status, errors, and monitor performance metrics
INTELISCAPE-X Web Scraper

Technical Analysis Reports

Technical analysis for any Yahoo Finance symbol: indicators and charts in Excel, plus an AI-written report.

  • Prices from the TIGZIG Yahoo Finance API, indicators computed in pandas
  • Daily and weekly charts with EMAs, Bollinger Bands, MACD, RSI and ROC
  • AI-written PDF and HTML report from the Technical Analysis API, no API key needed
Technical Analysis Reports

Database & ML

Query a Neon Postgres database straight from Excel, then run EDA and an XGBoost response model.

  • List tables, pull rows and run SQL, with no server in between
  • EDA with response rate by category and correlations
  • XGBoost model with Gini, deciles, ROC and gain charts
Database & ML

AI Workflows

Call an LLM API from Excel (Gemini or any model on OpenRouter), get structured JSON back, and use it to drive a Python EDA.

  • Automatic schema detection with structured JSON output
  • Identify categorical and numerical variables intelligently
  • Generate SQL-compatible data types for database integration
AI Workflows

xlwings Lite Data Importer

Import any file format into xlwings Lite. CSV, Parquet, DuckDB, PDF, Images, ZIP - from cloud URLs with auto-conversion to DuckDB for SQL.

  • Raw file import: any file (PDF, images, ZIP, CSV, JSON, SQLite) - import as-is
  • Auto DuckDB conversion: data files auto-convert to DuckDB for SQL
  • Cloud sources: Google Drive, Dropbox, GitHub with shareable links or token access
  • Setup guides: CORS proxy and OAuth token setup with AI instructions
xlwings Lite Data Importer

MF Portfolio Holdings Analyzer

Two-period mutual fund holdings analysis with intelligent automation and data quality checks.

  • Imports converted fund files in Python, with built-in sample data to try first
  • Automatic 2-period detection: added, cut and exited holdings per fund
  • Human-in-the-loop ISIN mapping correction workflow
MF Portfolio Holdings Analyzer

Blog Posts

28 posts on Python in Excel, automation, and AI workflows.

Oct 26, 202613 xlwings Lite Tools Updated for the Current Build, and How I Build With xlwings Lite and an AI Coder Now Aug 7, 2026An Excel Tracker for Hundreds of Yahoo Finance Tickers, Built with xlwings Lite. For When WEBSERVICE Keeps Failing. Feb 21, 2026xlwings Lite Local File Access: 8 Patterns You Can Use Today Feb 14, 2026xlwings Lite new WINGMAN function - usage patterns: python sandbox, stats, cleaning, bucketing, judging Feb 7, 2026Python In Excel - Claude Vs. xlwings Lite? Who Wins? Jan 17, 2026xlwings Lite Data Importer v2 Released Jan 9, 2026DuckDB Meets Excel: xlwings Lite Data Tools Dec 7, 2025The xlwings Lite AI Coder Instruction File - December 2025 Release Nov 3, 2025Intelligent AI Web Scraper in Excel with Python (xlwings Lite) Oct 12, 2025Automated Analytics & Reporting with Python in Excel (xlwings Lite) Oct 12, 2025Mutual Funds Holdings Analyzer - Python in Excel (xlwings Lite) Oct 7, 2025Which AI Coder should you use for xlwings Lite? Sep 6, 2025Python in Excel with Natural Language Instructions Sep 3, 2025Field Guide & Practice Lab for AI-assisted xlwings Lite Jul 23, 2025Build Full Campaign in Excel with Python & xlwings Lite Jul 6, 2025Module 02 - Data Cleaning & Rule Based Transformation Jul 6, 20251,450-line Context File for Clean xlwings Lite Code Jun 29, 2025xlwings Lite Practice Lab - Hands-on Guide May 9, 2025Live Python-in-Excel Systems with xlwings Lite Apr 15, 2025AI Powered Dynamic Web Scraper in Excel - Part 6 Apr 7, 2025Stock Data to AI Reports - Part 4 Apr 7, 2025AI + Python in Excel - LLM API Calls - Part 3 Apr 7, 2025xlwings Lite - Connect to Remote Databases Mar 23, 2025Python Workflows Inside Excel with xlwings Lite Jan 19, 2025REX-2: AI Driven Analytics Oct 24, 2024Update Excel & Databases with Voice Agents Mar 20, 2024Mutual Fund Analysis with Custom GPT & Python Feb 10, 2024Mutual Fund Portfolio Analysis with ChatGPT
Bugs,issues,questions? Drop a note: amar@harolikar.com