fm-4-build

Automate Excel financial model construction from a Phase 3 design specification via pywin32 COM.

1|Updated Jun 12, 2026
One-click install
npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-4-build
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: fm-4-build
Source: https://github.com/Sampi314/Sam-Plugin-Marketplace/tree/main/Financial%20Modelling/skills/fm-4-build
Command: npx skills add https://github.com/Sampi314/Sam-Plugin-Marketplace --skill fm-4-build

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pywin32, and includes scripts (resource) and references (resource) components.

What problem does it solve?

Building complex, consistent Excel financial models manually is time-consuming and prone to human error, with mistakes in formula entry, style application, or sheet wiring leading to critical inaccuracies in high-stakes financial analysis. This skill eliminates that risk by fully automating the Phase 4 model build process to strictly follow a pre-approved design specification.

Core Features & Use Cases

  • End-to-end build automation: Executes the full 23-step Phase 4 workflow via pywin32 COM, creating sheets, applying cell styles, entering formulas, setting named ranges, adding data validation, conditional formatting, and print setup exactly per the Phase 3 design spec.
  • Built-in consistency guardrails: Enforces critical modeling rules like uniform R1C1 formulas across time periods, linked labels instead of retyped text, and style-before-content ordering to eliminate common modeling errors.
  • Use case: Financial analysts building 3-statement models, project finance models, M&A models, or budget forecasts can use this skill to turn a completed design document into a production-ready, verified Excel workbook in minutes instead of hours of manual work.

Quick Start

Use the fm-4-build skill to construct a production-ready Excel financial model from your Phase 3 design.md and plan.md files, saving the final workbook to your specified output path.

Frequently Asked Questions about fm-4-build

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

FAQPage Schema
How do I automate Excel financial model builds from a design specification?

The skill automates Excel financial model builds by executing a pre-approved design specification via pywin32 COM automation. It handles sheet creation, formula entry, and style application to generate a production-ready workbook from your design document.

Do I need Microsoft Excel installed to automate workbook automation with pywin32?

Yes, workbook automation with pywin32 requires a Windows environment with Microsoft Excel installed. The automation relies on COM interop to directly manipulate the Excel application for sheet creation and formula entry.

What types of financial modeling can I automate with this approach?

You can automate standard financial modeling types including 3-statement, project finance, M&A, budget, and DCF models. The automation executes the full build workflow from a valid design specification file.

How to ensure consistent formula entry and style application during model build automation?

Model build automation ensures consistency by enforcing built-in guardrails like uniform R1C1 formulas across time periods and style-before-content ordering. This eliminates common manual errors in formula entry and style application.

What is a design.md file and why is it needed for Excel financial model automation?

A design.md file is a Phase 3 design specification that dictates how the Excel financial model is constructed. Excel financial model automation requires this file to correctly execute sheet creation, data validation, and conditional formatting.

Can I use pywin32 for Excel automation on a Mac or Linux environment?

No, you cannot use pywin32 for Excel automation on Mac or Linux. The COM automation requires a Windows environment with Microsoft Excel locally installed to execute the model build workflow.