build-model

Build a comprehensive Excel financial model (.xlsx) for the company named in the user's request. If no ticker or company is provided, ask for one before proceeding.

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 saved as reports/{TICKER}_model.xlsx.

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}. Use the 3-step resolution: (1) MCP market data tools if available, (2) web search, (3) sensible defaults (see ../data-access.md Section 2).

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.