fm-4-build

Community

Automate Excel financial model builds from design specs.

AuthorSampi314
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

pywin32

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: fm-4-build
Download link: https://github.com/Sampi314/Sam-Plugin-Marketplace/archive/main.zip#fm-4-build

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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