This builds institutional-grade DCF models that actually work in Excel, complete with sensitivity tables and proper formula propagation. It pulls data from SEC filings and MCP servers, constructs full cash flow projections with WACC calculations, and outputs models with all cells formula-driven rather than hardcoded values. The workflow is deliberately staged: you confirm historical inputs before projections, confirm projections before WACC, and so on, catching mistakes early instead of rebuilding everything at the end. The sensitivity tables use proper odd dimensions with highlighted base cases, and there's a recalc script to validate formulas before delivery. Good for equity research work where you need a defensible model, not just back-of-envelope math.

skills.sh installs
1.1K
GitHub stars
33.5K
last updated
Jul 14, 2026

Install

$ npx -y skills add anthropics/financial-services-plugins --skill dcf-model --agent claude-code

Installs into .claude/skills of the current project.

Files

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:

Sponsors

Details

Repository
github.com/anthropics/financial-services-plugins
Category
Finance & Trading
First seen
May 16, 2026

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