model-audit-tieout

Audit public-equity models for formula integrity and source tie-outs.

488|76|Updated Jun 2, 2026
One-click install
npx skills add https://github.com/openai/role-specific-plugins --skill model-audit-tieout
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: model-audit-tieout
Source: https://github.com/openai/role-specific-plugins/tree/main/plugins/financial-markets/skills/model-audit-tieout
Command: npx skills add https://github.com/openai/role-specific-plugins --skill model-audit-tieout

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill provides a structured framework to audit existing Public Equity investing models and spreadsheets, ensuring formulas are correct, outputs are traceable to credible sources, and ready for investment decision workflows.

Core Features & Use Cases

  • Formula integrity checks identify inconsistent or hardcoded formulas across key schedules to prevent misstatements.
  • Source tie-out ledger traces material outputs to supporting sources, dates, and evidence to support governance.
  • Audit deliverables generate a concise memo, issue log, tie-out ledger, and IC-ready HTML report for decision readiness.
  • Automation guidance leverages a static workbook inspection script (audit_workbook.py) to triage findings and guide remediation.

Quick Start

Execute the static audit on the target workbook to generate the model-audit report and CSV artifacts.

Frequently Asked Questions about model-audit-tieout

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

FAQPage Schema
How do I audit an Excel model for source tie-outs and formula integrity?

Use the model audit script to inspect static Excel workbooks, verify formula integrity, and trace outputs to credible sources. It generates an audit memo, issue log, and tie-out ledger to support investment committee workflows.

What is a source tie-out ledger in public equity model auditing?

A source tie-out ledger traces material outputs in financial models to supporting sources, dates, and evidence. This ensures formulas are correct and outputs are traceable for PM and IC-level decision governance.

How do I check for hardcoded values in a three-statement DCF model?

Run a static workbook inspection script to identify inconsistent or hardcoded formulas across key schedules. This prevents misstatements in DCFs, comps, and sensitivity decks by ensuring formula consistency.

Can I generate an IC-ready HTML report from an audited Excel workbook?

Yes, the model audit process generates IC-ready HTML reports from static workbook inspections. It produces a concise memo, issue log, tie-out ledger, and HTML deliverable for board-level decision readiness.

Does openpyxl support reading formulas and cell values for model auditing?

Yes, openpyxl is used to read formulas and cell values in Excel workbooks. The static audit script leverages this dependency to triage findings, check formula integrity, and guide remediation for public equity models.

What types of financial models can be audited for tie-outs and formula errors?

The audit framework supports three-statement models, DCFs, comps, and sensitivity decks. It verifies formula integrity and ensures material outputs tie to credible sources for IC, PM, and board-level decisions.