build-model

Official

Build multi-tab Excel models from tickers.

Authordaloopa
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill automates the creation of end-to-end Excel financial models from a single ticker input, consolidating data gathering, modeling, and reporting into a single workflow.

Core Features & Use Cases

  • Gather company financials by ticker (income statement, balance sheet, cash flow) and populate a multi-tab Excel workbook.
  • Include projections, KPIs, and DCF inputs, with a structured design system and clearly labeled outputs for investment research.
  • Use Case: A hedge fund analyst wants an up-to-date model for AAPL that outputs a trailing model, a 4-quarter projection, and a DCF valuation all in one file.

Quick Start

Provide a ticker symbol to build the model; the tool will fetch data and generate the Excel workbook.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: build-model
Download link: https://github.com/daloopa/investing/archive/main.zip#build-model

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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