dcf-model
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. Userange.format.*for styling. The same formulas-over-hardcodes rule applies: set.formulas, never.valuesfor derived cells. - If generating a standalone .xlsx file (no live Excel session): Use Python/openpyxl as described below, then run
recalc.pybefore 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.
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