DCF Model Builder

Overview

This skill creates institutional-quality DCF models for equity valuation following investment banking standards. Each analysis produces a detailed Excel model (with sensitivity analysis included at the bottom of the DCF sheet).

Tools

• Default to using all of the information provided by the user and MCP servers available for data sourcing.

Critical Constraints - Read These First

These constraints apply throughout all DCF model building. Review before starting:

Environment: Office JS vs Python/openpyxl:

• If running inside Excel (Office Add-in / Office JS environment): Use Office JS directly — do NOT use Python/openpyxl. Write formulas via range.formulas = [["=D19*(1+$B$8)"]]. No separate recalc step needed; Excel calculates natively. Use range.format.* for styling. The same formulas-over-hardcodes rule applies: set .formulas, never .values for derived cells.
• If generating a standalone .xlsx file (no live Excel session): Use Python/openpyxl as described below, then run recalc.py before delivery.
• The rest of this skill uses openpyxl examples — translate to Office JS API calls when in that environment, but all principles (formula strings, cell comments, section checkpoints, sensitivity table loops) apply identically.