Creating Financial Models
Chen-zexi/open-ptc-agent
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence ddm-valuation --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation .claude/skills/ddm-valuation && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "ddm-valuation" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation into .claude/skills/ddm-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ddm-valuation", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuationType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence ddm-valuation --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation .agents/skills/ddm-valuation && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "ddm-valuation" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation into .agents/skills/ddm-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ddm-valuation", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence ddm-valuation --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation .cursor/skills/ddm-valuation && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "ddm-valuation" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation into .cursor/skills/ddm-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ddm-valuation", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/agentii-ai/agentii-investment-intelligence.git --path plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence ddm-valuation --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation .gemini/skills/ddm-valuation && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "ddm-valuation" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation into .gemini/skills/ddm-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ddm-valuation", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install agentii-ai/agentii-investment-intelligence ddm-valuationInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation .github/skills/ddm-valuation && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "ddm-valuation" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation into .github/skills/ddm-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ddm-valuation", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install agentii-ai/agentii-investment-intelligence ddm-valuation --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation .opencode/skills/ddm-valuation && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "ddm-valuation" agent skill from https://github.com/agentii-ai/agentii-investment-intelligence/tree/main/plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation into .opencode/skills/ddm-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "ddm-valuation", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
ddm-valuationDividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis
Ddm Valuation is an agent skill from agentii-ai/agentii-investment-intelligence. Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis
Its SKILL.md is about 1.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `references/methodology.md`, `references/modes.md` and `references/output-structure.md`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: Claude-type skills for institutional equity research — 25 AI agent skills with SEC filings, XBRL financials, earnings calendars, DCF/comps/LBO models, and PPT generation. Powered… The licence is Apache-2.0.
5 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 86980e1. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Hosts in commands or code, which the agent is likely to contact:
agentii.aiFrom URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Ddm Valuation loads about 1.5k tokens when it runs, and up to ~2.6k if it reads all its reference files. Until then it costs about 51 tokens; SKILL.md has 627 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
The full file from agentii-ai/agentii-investment-intelligence at commit 86980e1, republished under its Apache-2.0 licence (© agentii-ai). 627 words, ~1,522 tokens.
.claude/skills/ddm-valuation/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.Multi-stage DDM for mature dividend-paying companies. Values a stock as the present value of all expected future dividends. Especially appropriate for financials (JPM, BAC), utilities (DUK, SO), consumer staples (PG, KO), and REITs — where dividends are the primary mechanism of shareholder returns.
Run canonical pre-flight per contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md — carry the _run_id from your first tool result and name yourself (and your parent, if you were spawned).
| Parameter | Default | Notes |
|---|---|---|
| stages | 3 | Explicit → Transition → Maturity |
| explicit_years | 5 | Years of explicit dividend forecast |
| transition_years | 5 | Years of declining growth |
| terminal_growth | 2.5% | Long-term perpetual growth (GDP proxy) |
structured_only — DDM uses dividend history from XBRL + current price + earnings estimates.
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
Default lookback: 4 fiscal quarter(s); maximum: 20. The default balances recency against the trend window this analysis requires.
Per frontmatter allowed_tools:
search_xbrl_facts — primary structured financial facts (is_primary default)get_realtime_quote — latest market price for valuation cross-checkssearch_earnings_calendar — EPS actual/estimate/surprise + report datesStep-by-step execution detail is in references/methodology.md.
Write the final deliverable to {ticker}/{YYYY-MM-DD_HHMM}_ddm-valuation_{affix}.md.
The deliverable is a structured markdown report written to the path in ## Output File. Full section-by-section template (headings, tables, and field definitions) lives in references/output-structure.md. Required elements:
[FACT] / [DEDUCTED] / [VIEW] per contracts/snapshot-synthesis.md./v/ citations are PRIMARY (immediately after each fact); the bottom Citations section is a non-duplicative roll-up index.contracts/output-frontmatter-schema.md.Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.
Per-tool failure modes and fallback actions are tabulated in references/tool-fallbacks.md.
contracts/memory-load.md.key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.[FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.
| Failure Mode | Action | User-Facing Message |
|---|---|---|
| No dividend history | Halt; redirect to DCF or Residual Income | "{ticker} does not pay dividends — DDM not applicable. Use DCF or Residual Income." |
| Zero or negative beta | Prompt user for manual beta input | "Beta unavailable for {ticker}. Please provide beta estimate." |
© agentii-ai, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 4 other files (references) in plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation of agentii-ai/agentii-investment-intelligence.
Open the folder on GitHubat commit 86980e1
Ddm Valuation next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Ddm Valuation this skillagentii-ai/agentii-investment-intelligence | 207 | — | ~1.5k | Automated safety check: Pass | Apache-2.0 | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 3 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Equity ResearchrollingSirius/equity-research-skill | 453 | — | ~1.5k | Automated safety check: Pass | MIT | |
| SaaS Metrics Coachrongxinzy/RongxinAI | 154 | 2 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Startup Financial Modelingnicepkg/auto-company | 195 | 11 repos | ~2.8k | Automated safety check: Pass | None | |
| Stock Value AnalyzerFunnyKun/stock-value-analyzer | 141 | — | ~3.3k | Automated safety check: Pass | None |
Chen-zexi/open-ptc-agent
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rongxinzy/RongxinAI
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nicepkg/auto-company
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agentii-ai/agentii-investment-intelligence
Adversarial verification of research theses — cross-run/cross-thesis contradiction via the entity index, pre-mortem (Klarman/Kahneman: assume the loss already happened, reverse the path), inversion…
agentii-ai/agentii-investment-intelligence
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agentii-ai/agentii-investment-intelligence
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agentii-ai/agentii-investment-intelligence
Append-only gap closure and the cadence engine for research theses.
agentii-ai/agentii-investment-intelligence
Execute research tasks — checklist soft gate, phase dispatch with explicit thesisdir, budget enforcement (halt + approval card on overrun), skillpin recording (versionhash content-hashed per skill…
Categories
Dividend Discount Model, DDM valuation, multi-stage dividend model, Gordon Growth Model, dividend growth valuation, mature company valuation, income stock valuation, dividend yield analysis. Ddm Valuation is an agent skill from agentii-ai/agentii-investment-intelligence.
Ddm Valuation fits situations like: tasks that involve Financial modeling.
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a claude-code`. Or copy the skill folder (plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation in agentii-ai/agentii-investment-intelligence) into .claude/skills/ddm-valuation in your project. Claude Code loads it when a task matches its description.
Run `npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a codex`. Or copy the skill folder (plugins/vertical-plugins/quantitative-analysis/skills/agentii/ddm-valuation in agentii-ai/agentii-investment-intelligence) into .agents/skills/ddm-valuation in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agentii-ai/agentii-investment-intelligence --skill ddm-valuation -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ddm-valuation, .gemini/skills/ddm-valuation, .github/skills/ddm-valuation and .opencode/skills/ddm-valuation in your project.
SKILL.md names no scripts, command-line tools or credentials: Ddm Valuation is instructions for the agent only.
SKILL.md names 1 domain. In commands or code: agentii.ai; the agent is likely to contact it when it follows the instructions. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
Ddm Valuation is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.5k tokens (SKILL.md is roughly 6.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Ddm Valuation: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Research (rollingSirius/equity-research-skill, 453 stars), SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars) and Startup Financial Modeling (nicepkg/auto-company, 195 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
agentii-ai (a GitHub user) maintains it in agentii-ai/agentii-investment-intelligence, which has 207 GitHub stars. The repository holds 79 skills in this directory. The repository was last updated on September 29, 2026.
Source: agentii-ai/agentii-investment-intelligence on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.