dcf-model-builder

Generate auditable Excel DCF valuation workbooks with source-labeled assumptions.

8|12|Updated Sep 19, 2025
One-click install
npx skills add https://github.com/xpert-ai/xpert-plugins --skill dcf-model-builder-xpert-ai
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dcf-model-builder
Source: https://github.com/xpert-ai/xpert-plugins/tree/main/community/roles/financial-markets/skills/dcf-model-builder
Command: npx skills add https://github.com/xpert-ai/xpert-plugins --skill dcf-model-builder-xpert-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

Building reliable, auditable public-equity DCF valuations manually is time-consuming and prone to inconsistent assumptions, missing QA checks, and untraceable errors that undermine investment decisions. This Skill automates the end-to-end DCF workflow to produce decision-ready, source-provenance-tracked valuation workbooks.

Core Features & Use Cases

  • Formula-First Banker Workbooks: Generates live-formula Excel DCF models with required tabs, source-to-cell provenance, and citation ledgers for full auditability.
  • Built-In Validation & QA: Validates input plans, runs base/downside/upside scenarios, computes WACC, terminal value, and EV-to-equity bridges, and runs integrity checks to flag errors before delivery.
  • Use Case: Ideal for equity analysts, portfolio managers, and investment teams building public-company valuations, screening stocks, or pressure-testing existing DCF models for investment committees.

Quick Start

Use the dcf-model-builder skill to generate a decision-ready DCF valuation workbook for a named public company from a validated plan.json with source-labeled assumptions.

Frequently Asked Questions about dcf-model-builder

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

FAQPage Schema
How do I build an auditable public-equity DCF valuation model without manual errors?

Build auditable public-equity DCF valuation models by using a formula-driven workbook generator that computes WACC, terminal value, and EV-to-equity bridges with source-labeled provenance tracking. This eliminates manual modeling errors and inconsistent assumption tracking for financial analysts.

What is the best way to run scenario sensitivity analysis for investment screening?

Run scenario sensitivity analysis for investment screening by generating a DCF workbook that validates input plans and computes base, downside, and upside scenarios. The model includes built-in integrity checks to flag errors before delivery, ensuring decision-ready outputs for investment committees.

Can I generate live-formula Excel DCF models with source-to-cell provenance tracking?

Generate live-formula Excel DCF models with source-to-cell provenance tracking by providing a validated plan.json with source-labeled assumptions. The workbook includes required tabs, citation ledgers, and full auditability for equity analysts and portfolio managers.

How does WACC computation and EV-to-equity bridging work in a DCF valuation workbook?

WACC computation and EV-to-equity bridging in a DCF valuation workbook calculate the weighted average cost of capital and bridge enterprise value to equity value. The formula-driven model applies automated validation and QA checks to ensure accurate terminal value computation and investment decision readiness.

Does the DCF model builder support pressure-testing existing models for investment committees?

The DCF model builder supports pressure-testing existing models for investment committees by running base, downside, and upside scenarios with built-in validation and integrity checks. It generates decision-ready workbooks with full provenance tracking, ideal for equity analysts screening stocks or reviewing valuations.

What do I need to provide to generate a decision-ready DCF valuation workbook?

Provide a validated plan.json with source-labeled assumptions for a named public company to generate a decision-ready DCF valuation workbook. The formula-first banker workbook then computes WACC, terminal value, and EV-to-equity bridges with full source-provenance-tracked outputs.