dcf-model

Generate institutional-quality DCF models with WACC and sensitivity analysis in Excel.

1|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/smrik/ai-fund --skill dcf-model-smrik
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: dcf-model
Source: https://github.com/smrik/ai-fund/tree/main/skills/financial-analysis/skills/dcf-model
Command: npx skills add https://github.com/smrik/ai-fund --skill dcf-model-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This skill solves the complexity and inconsistency of manual financial modeling by automating the creation of institutional-quality Discounted Cash Flow (DCF) models, ensuring rigorous adherence to investment banking standards.

Core Features & Use Cases

  • Automated DCF Construction: Generates comprehensive models including WACC, sensitivity analysis, and terminal value calculations.
  • Scenario Analysis: Supports Bear, Base, and Bull case modeling with dynamic consolidation logic.
  • Professional Output: Produces audit-ready Excel files with programmatic formula population and professional formatting.
  • Use Case: Use this when you need to determine the intrinsic value of a public equity, perform sensitivity analysis on growth assumptions, or build a robust valuation model for investment research.

Quick Start

Use the dcf-model skill to create a five-year DCF valuation for the ticker AAPL using base case growth assumptions.

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 Discounted Cash Flow model in Excel without formula errors?

To build a DCF model without formula errors, you need programmatic Excel generation using openpyxl to populate calculations systematically. This approach ensures zero formula errors by enforcing a professional model structure for WACC and cash flow projections.

Can I automate WACC calculation and sensitivity analysis for equity valuation?

Yes, you can automate WACC calculation and sensitivity analysis for equity valuation by integrating financial data from SEC filings and analyst reports. This process performs comprehensive cash flow projections to determine the intrinsic company value.

What's the best way to run Bear, Base, and Bull case scenarios in a DCF valuation model?

The best way to run Bear, Base, and Bull case scenarios in a DCF valuation is to use dynamic consolidation logic within your model. This scenario analysis approach supports varying growth assumptions to evaluate intrinsic equity value across market conditions.

How do I pull SEC filing data and analyst reports for cash flow projections?

You can pull SEC filing data and analyst reports for cash flow projections by integrating financial data sources programmatically. Using yfinance and requests libraries allows you to retrieve the necessary financial data to perform comprehensive DCF calculations.

Does this DCF modeling approach produce audit-ready Excel files for investment research?

Yes, this DCF modeling approach produces audit-ready Excel files for investment research by using programmatic formula population and professional formatting. It ensures rigorous adherence to investment banking standards for institutional-quality output.