build-model
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_idlatest_calendar_quarter— anchor for all period calculations (seedata-access.mdSection 1.5)latest_fiscal_quarter- Firm name for report attribution (default: "Daloopa") — see
data-access.mdSection 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.