dcf-model-builder

Generate auditable Excel DCF valuation workbooks with source-labeled assumptions.

8|12|Updated Sep 19, 2025
One-click install
npx skills add https://github.com/xpert-ai/xpert-plugins --skill dcf-model-builder-xpert-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: dcf-model-builder
Source: https://github.com/xpert-ai/xpert-plugins/tree/main/community/roles/financial-markets/skills/dcf-model-builder
Command: npx skills add https://github.com/xpert-ai/xpert-plugins --skill dcf-model-builder-xpert-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

Building reliable, auditable public-equity DCF valuations manually is time-consuming and prone to inconsistent assumptions, missing QA checks, and untraceable errors that undermine investment decisions. This Skill automates the end-to-end DCF workflow to produce decision-ready, source-provenance-tracked valuation workbooks.

Core Features & Use Cases

  • Formula-First Banker Workbooks: Generates live-formula Excel DCF models with required tabs, source-to-cell provenance, and citation ledgers for full auditability.
  • Built-In Validation & QA: Validates input plans, runs base/downside/upside scenarios, computes WACC, terminal value, and EV-to-equity bridges, and runs integrity checks to flag errors before delivery.
  • Use Case: Ideal for equity analysts, portfolio managers, and investment teams building public-company valuations, screening stocks, or pressure-testing existing DCF models for investment committees.

Quick Start

Use the dcf-model-builder skill to generate a decision-ready DCF valuation workbook for a named public company from a validated plan.json with source-labeled assumptions.

Frequently Asked Questions about dcf-model-builder

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build an auditable public-equity DCF valuation model without manual errors?▼

Build auditable public-equity DCF valuation models by using a formula-driven workbook generator that computes WACC, terminal value, and EV-to-equity bridges with source-labeled provenance tracking. This eliminates manual modeling errors and inconsistent assumption tracking for financial analysts.

What is the best way to run scenario sensitivity analysis for investment screening?▼

Run scenario sensitivity analysis for investment screening by generating a DCF workbook that validates input plans and computes base, downside, and upside scenarios. The model includes built-in integrity checks to flag errors before delivery, ensuring decision-ready outputs for investment committees.

Can I generate live-formula Excel DCF models with source-to-cell provenance tracking?▼

Generate live-formula Excel DCF models with source-to-cell provenance tracking by providing a validated plan.json with source-labeled assumptions. The workbook includes required tabs, citation ledgers, and full auditability for equity analysts and portfolio managers.

How does WACC computation and EV-to-equity bridging work in a DCF valuation workbook?▼

WACC computation and EV-to-equity bridging in a DCF valuation workbook calculate the weighted average cost of capital and bridge enterprise value to equity value. The formula-driven model applies automated validation and QA checks to ensure accurate terminal value computation and investment decision readiness.

Does the DCF model builder support pressure-testing existing models for investment committees?▼

The DCF model builder supports pressure-testing existing models for investment committees by running base, downside, and upside scenarios with built-in validation and integrity checks. It generates decision-ready workbooks with full provenance tracking, ideal for equity analysts screening stocks or reviewing valuations.

What do I need to provide to generate a decision-ready DCF valuation workbook?▼

Provide a validated plan.json with source-labeled assumptions for a named public company to generate a decision-ready DCF valuation workbook. The formula-first banker workbook then computes WACC, terminal value, and EV-to-equity bridges with full source-provenance-tracked outputs.