defeatbeta-dcf

Generate a formula-driven DCF valuation Excel workbook from defeatbeta MCP stock data.

744|60|Updated Apr 9, 2025
One-click install
npx skills add https://github.com/defeat-beta/defeatbeta-api --skill defeatbeta-dcf
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: defeatbeta-dcf
Source: https://github.com/defeat-beta/defeatbeta-api/tree/main/skills/defeatbeta-dcf
Command: npx skills add https://github.com/defeat-beta/defeatbeta-api --skill defeatbeta-dcf

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

Building a Discounted Cash Flow model by hand means manually wiring WACC calculations, growth assumptions, and 10-year projections into a spreadsheet. This Skill automates that by pulling DCF data from the defeatbeta MCP server and rendering it into a single-sheet Excel workbook where every projection, NPV, and fair-price cell is a live formula.

Core Features & Use Cases

  • Fully editable valuation model: WACC, growth rates, cash, debt, and share count are input cells (grey fill, blue font); every downstream projection and fair price recalculates when you change an assumption.
  • Complete DCF structure: Four sections covering WACC derivation, revenue/EPS/Treasury growth estimates, a 10-year FCF projection grid with terminal value, and a final valuation with margin of safety and Buy/Sell recommendation.
  • Previewer-ready output: An optional recalc step uses headless LibreOffice to cache computed values so the workbook shows numbers in lightweight previewers.
  • Use Case: Ask for a DCF analysis of AAPL and receive an AAPL_DCF.xlsx where you can flex the discount rate or terminal growth and watch the fair price update instantly.

Quick Start

Build a DCF valuation spreadsheet for ticker AAPL using the defeatbeta MCP data and give me the editable Excel file.

Frequently Asked Questions about defeatbeta-dcf

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

FAQPage Schema
How do I build a DCF model in Excel from stock data?

Call the defeatbeta MCP tool get_stock_dcf_analysis with a ticker symbol, save the JSON payload, then run the build_dcf_excel.py script to produce a single-sheet xlsx. Every projection and fair-price cell is a live Excel formula referencing editable input cells.

What data does the defeatbeta DCF valuation spreadsheet include?

The workbook contains four sections: WACC derivation from market cap, beta, debt, and risk-free rate; revenue and EPS CAGR growth estimates; a 10-year FCF projection grid with terminal value; and a valuation section computing enterprise value, fair price, margin of safety, and a Buy/Sell recommendation.

Why does my generated DCF spreadsheet show blank cells in preview?

openpyxl writes formula strings without evaluating them, so lightweight previewers show blanks until recalculation. Run the recalc.py script, which uses headless LibreOffice to compute and cache values; without LibreOffice the file still works when opened in Excel, Numbers, or WPS.

Can I change the discount rate or growth assumptions after generation?

Yes. Input cells are styled with light grey fill and blue font, covering WACC components, growth rates, cash, debt, share count, and current price. Editing any of them recalculates all projections, NPV, and fair price automatically.

What happens when a ticker has no financial statements for DCF analysis?

The defeatbeta MCP tool returns an error key for instruments like ETFs or indices lacking financial statements. In that case the skill stops and surfaces the error to the user instead of generating an Excel file.