dcf-model Skill
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 Published by anthropics in financial-services.
What is dcf-model Skill?
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 Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Writing
- Data analysis use cases
- Writing use cases
Technical details
- Install or run with Copy skill directory
When to use dcf-model Skill
- Use it for data analysis.
- Use it for writing.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/financial-analysis/skills/dcf-model/SKILL.md
What it does
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
Skill instructions
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,
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Frequently asked questions
What is dcf-model?
dcf-model is a open-source AI agent skill with Copy skill directory. 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.
Who is dcf-model best for?
dcf-model is best for reusing agent instructions, scripts, and references, data analysis workflows, writing workflows.
How do I install dcf-model?
Install or run dcf-model using Copy skill directory. Check dcf-model for the latest setup command.
Is dcf-model actively maintained?
dcf-model may need a closer maintenance check before production use.
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