Finance tasks
Dcf valuationWacc analysisCash flow forecastingSensitivity analysisExcel financial modeling
Indexedanthropics/financial-services
DCF ModelFinance Skill
A DCF workflow with cash-flow forecasts, scenario selection, WACC, terminal value, and sensitivity tables. The captured instructions use inconsistent net-debt financing weights, and the supplied validator can return PASS despite missing calculations or failed checks. Correct those issues and inspect formula results before relying on a valuation; the required recalculation helper is not included.
- Assessment score
- 82/100
- Snapshot risk
- High
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Equity valuationFinancial modelingFundamental analysisPublic equities
Topics
dcfvaluationwaccfree-cash-flowsensitivity-analysisexcel
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support 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
- Files reviewed
- 4
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-dcf-model-2026-07-29-001
Permissions
FilesystemRead
YesThe workflow reads financial inputs and generated workbooks.
FilesystemWrite
YesThe workflow creates Excel models and may write validation JSON.
NetworkAccess
YesThe instructions allow MCP and web data retrieval.
ShellExecution
YesThe delivery checklist requires Python commands.
CodeExecution
YesThe directory includes a Python validator and instructs model generation.
ExternalCredentials
Not verifiedOptional MCP providers may require credentials, but the directory does not define a credential contract.
Dependencies
Python
Python 3 for standalone workbook generation
Required for the standalone openpyxl path.
openpyxl
>=3.0.0
Reads and writes Excel workbooks; openpyxl does not calculate formulas or validate the valuation method.
requests
>=2.28.0
Supports HTTP data retrieval in the Python path.
recalc.py
Required by the delivery checklist
The helper is referenced but not included in the captured directory.
Financial data provider
Optional MCP provider, web source, or user data
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
82/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
High risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
85/100Permission transparency
75/100Safety guardrails
49/100Finance task fit
80/100Audit findings
High
Net-debt WACC weights need correction
Step 6 and the WACC sheet use net debt divided by enterprise value as the debt weight, allowing a negative weight for net-cash companies while using a stock-return beta. The standard financing-weight approach uses market debt and equity over D+E, with excess cash handled separately in valuation. A net-debt approach needs matching cash and risk adjustments that these instructions do not supply.
High
PASS can mean the model was not checked
The validator reads cached values without calculating formulas. Missing sheets, missing values, and failed checks become warnings, while PASS depends only on an empty errors list. It also calls Workbook.get in the WACC check, which is not an openpyxl Workbook method. A PASS result does not verify formula evaluation, required model structure, or valuation correctness.
Medium
Numerical rules are assumptions, not validity tests
Tax rates of 21–28%, terminal value of 50–70% of enterprise value, and fixed risk-premium or working-capital ranges are not universal requirements. Match assumptions to currency, jurisdiction, business economics, and valuation date. Troubleshooting also replaces a zero divisor with zero output; preserve unavailable or undefined ratios instead of masking them.
Medium
External data and credential needs vary
MCP and web sources are allowed, while credential requirements and provider availability are not fully specified.
Medium
Template instructions and checks conflict
The main instructions require two sheets with sensitivity tables inside DCF, but the validator expects a separate Sensitivity sheet. Several Excel expressions use placeholder references, and the case-name IF example omits separators. Map formulas to the actual workbook and test each selected scenario; these examples are not a ready-to-run workbook.
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 includes checks, but identified valuation and validator limitations require correction before relying on a completed model.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Discounted cash flow
agent
Claude Code
collection
Financial modeling
guide
Reviewing finance skills before install
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.