Finance tasks
Dcf valuationWacc analysisCash flow forecastingSensitivity analysisExcel financial modeling
Indexedanthropics/financial-services
DCF ModelFinance 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
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
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.
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 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, writes, and validates Excel workbooks.
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
88/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.
Medium risk · Needs review
Skill structure
100/100Instruction clarity
100/100Dependency transparency
85/100Permission transparency
75/100Safety guardrails
74/100Finance task fit
100/100Audit 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.
Sources and relations
Context around this Skill.
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.