Create end-to-end Excel financial models from a single ticker input.
npx skills add https://github.com/daloopa/investing --skill build-model
Please help me install this Agent Skill. Skill: build-model Source: https://github.com/daloopa/investing/tree/main/.claude/skills/build-model Command: npx skills add https://github.com/daloopa/investing --skill build-model
This skill automates the creation of end-to-end Excel financial models from a single ticker input, consolidating data gathering, modeling, and reporting into a single workflow.
Provide a ticker symbol to build the model; the tool will fetch data and generate the Excel workbook.
High-intent search queries and answers about installing and using this skill.
Automating Excel financial model creation from a stock ticker requires fetching financial statements and assembling them into a multi-tab workbook. This skill uses openpyxl to generate income statements, balance sheets, cash flows, KPIs, and DCF projections directly from a single ticker input.
A DCF valuation model generated from a ticker includes comprehensive financial data covering income statements, balance sheets, cash flows, and KPIs. It also assembles 4-quarter projections and DCF inputs into a structured Excel workbook for investment research.
Yes, you need openpyxl installed to build Excel financial models with Python. This skill requires the openpyxl library to assemble the multi-tab workbook and populate it with gathered financial data and DCF projections.
You can generate a full 4-quarter projection and DCF in one Excel workbook by providing a single ticker symbol. The tool automatically gathers company financials, builds trailing models, and structures the outputs with clearly labeled tabs for investment research.
Financial model outputs are saved as a multi-tab Excel workbook when building from tickers. Additionally, the generated context is saved to reports/.tmp/{TICKER}_model_context.json to store the underlying data and modeling parameters.
The best way to create a multi-tab valuation workbook for investment research is automating data gathering and modeling through a single ticker input. This approach consolidates income statements, balance sheets, cash flows, and DCF projections into one structured Excel file.
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