← ClaudeAtlas

dcf-modellisted

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.
Wind-Alice/AliceMarket · ★ 106 · AI & Automation · score 77
Install: claude install-skill Wind-Alice/AliceMarket
# 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 origina