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model-audit-tieout

Audit Excel financial models for formula integrity and source support.

8|12|Updated Sep 19, 2025
Search Tags:#financial modeling#model audit#investment due diligence#formula integrity#decision readiness#public equity#source tie-out
One-click install
npx skills add https://github.com/xpert-ai/xpert-plugins --skill model-audit-tieout-xpert-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: model-audit-tieout
Source: https://github.com/xpert-ai/xpert-plugins/tree/main/community/roles/financial-markets/skills/model-audit-tieout
Command: npx skills add https://github.com/xpert-ai/xpert-plugins --skill model-audit-tieout-xpert-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This skill eliminates the risk of using unvalidated public equity financial models for investment decisions, which can lead to flawed recommendations, uncaught formula errors, unsupported assumptions, or compliance issues from stale source data.

Core Features & Use Cases

  • Formula and Workbook Controls: Inspects Excel workbooks for broken formulas, hardcoded values, external links, hidden sheets, and circular references to catch mechanical defects in model logic.
  • Source Tie-Out Verification: Traces material model outputs and assumptions to official filings, market data, and source documents to confirm support, flag stale or conflicting data, and label evidence types.
  • Decision-Readiness Assessment: Evaluates whether the model is suitable for IC memos, client decks, or trading decisions, with clear verdicts and prioritized remediation steps. For example, a PM can use this skill to audit a DCF model before an investment committee meeting to catch a broken revenue forecast formula and unsupported terminal growth assumption in advance.

Quick Start

Use the model-audit-tieout skill to audit the attached public equity valuation workbook and produce a decision-ready audit report with an issue log and remediation guidance.

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 financial model for formula integrity and decision readiness?▼

To audit a financial model for decision readiness, inspect the Excel workbook for broken formulas, hardcoded values, external links, and circular references to catch mechanical defects before investment decisions.

What is source tie-out verification in investment due diligence?▼

Source tie-out verification in investment due diligence traces material model outputs and assumptions to official filings and market data, confirming support while flagging stale or conflicting data with labeled evidence types.

How do I check a DCF workbook for hardcoded values and hidden sheets?▼

Checking a DCF workbook for hardcoded values and hidden sheets requires scanning the Excel file to detect mechanical defects in model logic, ensuring formulas are clean and transparent for portfolio action.

Can I use openpyxl to detect circular references and external links in valuation models?▼

Yes, using openpyxl to inspect valuation models allows you to detect external links and formula defects, producing an issue log and remediation guidance for DCFs and three-statement workbooks.

What is the best way to assess if a financial model is ready for an investment committee meeting?▼

The best way to assess if a financial model is ready for an investment committee meeting is to evaluate its formula integrity and source support, generating a clear audit verdict with prioritized remediation steps.

Why does my public equity comps workbook show unsupported assumptions and stale data?▼

Your public equity comps workbook shows unsupported assumptions and stale data when source tie-out verification fails to trace outputs to official filings, requiring an audit to label evidence types and resolve conflicts.

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