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financial-analyst

Produce DCF valuations, comps, and equity research memos from financial data.

4|Updated Mar 21, 2026
Search Tags:#assumptions#valuation#market sizing#dcf#comps#equity research#precedent transactions
One-click install
npx skills add https://github.com/alexhegit/sovereign-IQ --skill financial-analyst-alexhegit
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-analyst
Source: https://github.com/alexhegit/sovereign-IQ/tree/main/workspace/skills/financial-analyst
Command: npx skills add https://github.com/alexhegit/sovereign-IQ --skill financial-analyst-alexhegit

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps you turn raw company, market, and deal data into rigorous valuation work (DCF, comps, precedents) and polished research outputs with explicit assumptions and citations.

Core Features & Use Cases

  • DCF valuation with clear drivers: Forecasts cash flows, calculates WACC via CAPM, estimates terminal value using Gordon Growth, and produces valuation + sensitivity tables with an assumptions register.
  • Comps and precedent transaction analysis: Selects peers and deals, builds standardized tables of operating metrics and trading/transaction multiples, and explains outliers and context (e.g., premiums, control, timing).
  • Market sizing and equity research memos: Produces TAM/SAM/SOM triangulation and structured equity research memos suitable for review and decision-making.

Quick Start

Ask the AI: "Create a DCF and a comps table for Company X using my CSV and Excel inputs, and output an analyst-ready Markdown memo with a sensitivity table and an assumptions table."

Frequently Asked Questions about financial-analyst

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

FAQPage Schema
How do I build a DCF valuation model from CSV and Excel financial data?▼

Build a DCF valuation by forecasting cash flows, calculating WACC via CAPM, and estimating terminal value using Gordon Growth. The Skill processes CSV, Excel, SQL, API, or web-sourced data to produce valuation tables, sensitivity analyses, and an assumptions register.

What is the best way to create comparable companies and precedent transaction tables?▼

Create comps and precedent transaction tables by selecting peers and deals, then building standardized tables of operating metrics and trading or transaction multiples. The analysis explains outliers and context like premiums, control, and timing for investment analysis.

How does market sizing work for equity research memos?▼

Market sizing for equity research memos uses TAM, SAM, and SOM triangulation to estimate market opportunity. The Skill structures these estimates into decision-ready narratives with explicit inputs validation and citation-backed results for investment analysis.

Can I use SQL or API data sources for investment analysis outputs?▼

Yes, you can use SQL or API data sources alongside CSV, Excel, and web-sourced data for investment analysis. The Skill requires explicit inputs validation including company, scope, units, and sources to produce analyst-grade tables and decision-ready narratives.

Do I need to provide explicit assumptions for DCF and comps analysis?▼

Yes, you need to provide explicit assumptions for DCF and comps analysis. The Skill requires standardized model structures with transparent assumptions and citation-backed results to produce analyst-ready outputs suitable for review and decision-making.

What format should equity research outputs be in for analyst review?▼

Equity research outputs should be in analyst-ready Markdown memo format with sensitivity tables and assumptions tables. The Skill produces slide-ready outlines and decision-ready narratives from your sourced data for investment analysis review.

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