dcf-model
Builds a DCF valuation from SEC filings and analyst reports: cash flow projections, WACC, sensitivity analysis and an Excel model with an executive summary.
- Kind
- Skill
- Works with
- Claude Code
- Source
- Claude for Financial Services @ 60565064557c
- Path
- plugins/vertical-plugins/financial-analysis/skills/dcf-model/SKILL.md
- License
- Apache-2.0
- Jobs
- Implementation
InstallInstall it from a plugin marketplace.
# DCF Model Builder ## Overview This skill creates institutional-quality DCF models for equity valuation following investment banking standards. Each analysis produces a detailed Excel model (with sensitivity analysis included at the bottom of the DCF sheet). ## Tools - Default to using all of the information provided by the user and MCP servers available for data sourcing. ## Critical Constraints - Read These First These constraints apply throughout all DCF model building. Review before starting: **Environment: Office JS vs Python/openpyxl:** - **If running inside Excel (Office Add-in / Office JS environment):** Use Office JS directly — do NOT use Python/openpyxl. Write formulas via `range.formulas = [["=D19*(1+$B$8)"]]`. No separate recalc step needed; Excel calculates natively. Use `range.format.*` for styling. The same formulas-over-hardcodes rule applies: set `.formulas`, never `.values` for derived cells. - **If generating a standalone .xlsx file (no live Excel session):** Use Python/openpyxl as described below, then run `recalc.py` before delivery. …