Agent skill · business finance · anthropics
dcf-model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
Why this skill is useful
Adds a comprehensive Excel model generation script for DCF analysis that includes live formulas and institutional standards not found in generic resources.
What it needs
Requires openpyxl installed locally. About 12k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
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. The rest of this skill uses openpyxl examples — translate to Office JS API calls when in that environment, but all principles (formula strings, cell comments, section checkpoints, sensitivity table loops) apply identically. ⚠️ Office JS merged cell pitfall: When building section headers with merged cells, do NOT call .merge() then set .values on the merged range — Office JS still reports the range's original dimensions and will throw InvalidArgument: The number of rows or columns in the input array doesn't match the size or dimensions of the range. Instead, write the value to the top-left cell alone, then merge and format the full range: This applies to every merged section header in the DCF (market data, scenario blocks, cash flow projection, terminal value, valuation summary, sensitivity tables). …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/dcf-model--c136b3