build-model

Installation
SKILL.md

Build a comprehensive Excel financial model (.xlsx) for the company specified by the user: $ARGUMENTS

Before starting, read data-access.md for data access methods and design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This skill gathers all available financial data and builds a multi-tab Excel model as a React artifact using SheetJS (xlsx), which the user downloads directly from their browser.

Phase 1 — Company Setup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations (see data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see data-access.md Section 4.5

Get current stock price, market cap, shares outstanding, beta, and trading multiples for {TICKER} (see data-access.md Section 2 for how to source market data).

Phase 2 — Comprehensive Data Pull

Calculate periods backward from latest_calendar_quarter. Pull as much data as Daloopa has for this company. Target 8-16 quarters.

Installs
2
GitHub Stars
8
First Seen
May 11, 2026
build-model — daloopa/daloopa-plugin-claude