dcf-model

Build DCF equity valuation models in Excel with Python and openpyxl.

34.1k|5.1k|Updated Feb 23, 2026
One-click install
npx skills add https://github.com/anthropics/financial-services-plugins --skill dcf-model-anthropics
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dcf-model
Source: https://github.com/anthropics/financial-services-plugins/tree/main/financial-analysis/skills/dcf-model
Command: npx skills add https://github.com/anthropics/financial-services-plugins --skill dcf-model-anthropics

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires openpyxl, yfinance, requests, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the creation of complex Discounted Cash Flow (DCF) financial models, transforming raw data into actionable equity valuations and professional Excel reports.

Core Features & Use Cases

  • End-to-End DCF Modeling: From data retrieval (SEC filings, market data) to projection, WACC calculation, terminal value, and sensitivity analysis.
  • Professional Output: Generates detailed Excel models with live formulas, scenario analysis, and executive summaries.
  • Use Case: When you need to value a company using DCF methodology, analyze intrinsic value, or create detailed financial models with growth projections and sensitivity tables.

Quick Start

Use the dcf-model skill to build a 5-year DCF model for Apple (AAPL) using current market data and consensus estimates.

Frequently Asked Questions about dcf-model

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a DCF model in Excel using Python?

You can build a DCF model in Excel using Python by leveraging openpyxl to generate live formulas. This approach retrieves financial data, projects cash flows, calculates WACC, and outputs a professional .xlsx file with an executive summary.

How do I calculate WACC and perform sensitivity analysis for equity valuation?

To calculate WACC and perform sensitivity analysis for equity valuation, you need to project cash flows and apply terminal value formulas. This process outputs professional Excel models enforcing formulas over hardcodes with step-by-step verification.

Can I retrieve SEC filing data and market data for a DCF model automatically?

Yes, you can automatically retrieve SEC filing data and market data for a DCF model using Python. The process uses requests and yfinance to pull financial statements, feeding them directly into your cash flow projections and WACC calculations.

Does this DCF modeling approach work in standalone .xlsx environments without macros?

Yes, this DCF modeling approach works in standalone .xlsx environments without macros. It handles both Office JS and standalone .xlsx formats by using openpyxl to enforce live formulas rather than hardcoded values.

What is the best way to generate professional Excel models with live formulas instead of hardcodes?

The best way to generate professional Excel models with live formulas is using Python's openpyxl library to enforce formulas over hardcodes. This ensures step-by-step user verification and creates executive summaries with scenario analysis.

Why do my DCF Excel models break when updating assumptions across multiple worksheets?

DCF Excel models often break from hardcoded values instead of live formulas. By enforcing formulas over hardcodes and using step-by-step user verification, the model maintains structural integrity when updating WACC and growth assumptions.