Description
dcf-model is an agent skill from Anthropic's financial-services collection, listed on skills.sh. It guides an AI agent through building an equity valuation using a discounted cash flow (DCF) model. The financial data is drawn from SEC filings, analyst reports and any data MCP servers the user has connected. Each analysis produces a detailed Excel workbook with a sensitivity table at the bottom of the DCF sheet. The skill follows investment banking modelling conventions: every derived cell is a formula rather than a typed value, inputs are explained in cell comments, and the work is checked at section checkpoints. How it writes the file depends on where it runs. Inside Excel as an Office Add-in it sets formulas through Office JS. For a standalone .xlsx file it uses Python with openpyxl and runs a recalculation step before delivery. It suits analysts who want a first-pass valuation they can check line by line.…
Highlights
- Builds a DCF valuation model in Excel
- Sensitivity table on the DCF sheet
- Pulls data from SEC filings and analyst reports
- Works inside Excel or as a standalone .xlsx
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dcf-model FAQ
What does the dcf-model skill do?
It guides an AI agent through an equity valuation built on a discounted cash flow model. Each run produces an Excel workbook with a sensitivity analysis at the bottom of the DCF sheet.
How do I install it?
Run: npx skills add https://github.com/anthropics/financial-services --skill dcf-model
Where does the model's data come from?
The skill says it uses the information the user provides plus MCP servers available for data sourcing, and names SEC filings and analyst reports as sources.
Does it use formulas or hard-coded numbers?
Formulas. The skill sets a formula for every derived cell, so the model updates when an input changes instead of holding typed values.
Does it work inside Excel?
Yes. Inside Excel it writes formulas through Office JS. Outside Excel it creates a standalone .xlsx with Python and openpyxl, then recalculates the file before delivery.
Has it been checked for security?
skills.sh lists three audits: Gen Agent Trust Hub Pass, Socket Pass and Snyk Pass.
What are the best dcf-model alternatives?
Popular alternatives to dcf-model include lbo-model, xlsx and 3-statement-model. See all dcf-model alternatives