Indexedanthropics/financial-services

DCF Model Finance Skill

A detailed DCF modeling workflow for public company valuation. It covers financial data collection, cash flow forecasts, WACC, terminal value, sensitivity tables, workbook checks, and staged user review.

Snapshot quality

88/100

Risk

Medium

Audit

Needs review

Assessment time

2026-07-29 07:31 UTC

Install with a fresh review

The copied prompt tells your agent to scan the complete current directory before installing it.

View current source

Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.

Discovery

What this Skill helps an agent do

Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.

Finance tasks

Dcf valuationWacc analysisCash flow forecastingSensitivity analysisExcel financial modeling

Domains and assets

Equity valuationFinancial modelingFundamental analysisPublic equities

Search aliases and tags

discounted cash flow modelintrinsic value modelcompany valuation modeldcfvaluationwaccfree-cash-flowsensitivity-analysisexcel

Trust

Evidence from the captured directory

This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for a Yes or No conclusion.

License

Apache-2.0Yes

GitHub reports the repository license as Apache License 2.0.

Review state

Automated review
Automated review
Install tested
No
Human reviewed
Not verified

Snapshot

Snapshot ID
fsh-dcf-model-2026-07-29-001
Files reviewed
4
Captured
2026-07-29 07:31 UTC

Permissions

FilesystemRead

Yes

The workflow reads financial inputs and generated workbooks.

FilesystemWrite

Yes

The workflow creates Excel models and may write validation JSON.

NetworkAccess

Yes

The instructions allow MCP and web data retrieval.

ShellExecution

Yes

The delivery checklist requires Python commands.

CodeExecution

Yes

The directory includes a Python validator and instructs model generation.

ExternalCredentials

Not verified

Optional MCP providers may require credentials, but the directory does not define a credential contract.

Dependencies

Python

Python 3 for standalone workbook generation

Not verified

Required for the standalone openpyxl path.

openpyxl

>=3.0.0

Not verified

Reads, writes, and validates Excel workbooks.

requests

>=2.28.0

Not verified

Supports HTTP data retrieval in the Python path.

recalc.py

Required by the delivery checklist

Yes

The helper is referenced but not included in the captured directory.

Financial data provider

Optional MCP provider, web source, or user data

Not verified

Examples include Daloopa, SEC filings, and web market data.

Data sources named by the Skill

User-provided financial data

Historical financials and estimates supplied by the user.

SEC EDGAR filings

Primary filings for historical financial data.

MCP financial data providers

Daloopa is the named example.

Web market data

Current values need date and source checks.

Snapshot assessment

88/100

Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.

Medium risk. Needs review.

Skill structure

100/100

Instruction clarity

100/100

Dependency transparency

85/100

Permission transparency

75/100

Safety guardrails

74/100

Finance task fit

100/100

Audit findings

Medium

External data and credential needs vary

MCP and web sources are allowed, while credential requirements and provider availability are not fully specified.

Medium

Runs local code and writes workbooks

Installation should preserve an explicit approval boundary before Python or Office JS runs.

Medium

Required recalculation helper is outside the snapshot

The instructions require recalc.py before delivery, but that file is not present in the captured directory.

Low

Financial output needs independent review

The workflow contains strong model checks but no explicit investment advice boundary.

Content

The pages and relations around this Skill

Skill

DCF Model

Repository

anthropics/financial-services

topic

Discounted cash flow

P0 relation label. No public page yet.

agent

Claude Code

P0 relation label. No public page yet.

collection

Financial modeling

P0 relation label. No public page yet.

guide

Reviewing finance skills before install

P0 relation label. No public page yet.

Registry

Read this record as data

The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.

Record ID
github:anthropics/financial-services:plugins/vertical-plugins/financial-analysis/skills/dcf-model
Snapshot ID
fsh-dcf-model-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.