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
Discounted cash flow valuation with WACC calculation, free cash flow projection, terminal value estimation, sensitivity analysis, and enterprise-to-equity value bridge.
Install Dcf Valuation
$ npx skills add CoWork-OS/CoWork-OS --skill dcf-valuation -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install CoWork-OS/CoWork-OS dcf-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/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .claude/skills && cp -r skills-src/resources/skills/dcf-valuation .claude/skills/dcf-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 "dcf-valuation" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/dcf-valuation into .claude/skills/dcf-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dcf-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/CoWork-OS/CoWork-OS/tree/main/resources/skills/dcf-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 CoWork-OS/CoWork-OS --skill dcf-valuation -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install CoWork-OS/CoWork-OS dcf-valuation --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .agents/skills && cp -r skills-src/resources/skills/dcf-valuation .agents/skills/dcf-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 "dcf-valuation" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/dcf-valuation into .agents/skills/dcf-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dcf-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 CoWork-OS/CoWork-OS --skill dcf-valuation -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install CoWork-OS/CoWork-OS dcf-valuation --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/resources/skills/dcf-valuation .cursor/skills/dcf-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 "dcf-valuation" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/dcf-valuation into .cursor/skills/dcf-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dcf-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/CoWork-OS/CoWork-OS.git --path resources/skills/dcf-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 CoWork-OS/CoWork-OS --skill dcf-valuation -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install CoWork-OS/CoWork-OS dcf-valuation --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/resources/skills/dcf-valuation .gemini/skills/dcf-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 "dcf-valuation" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/dcf-valuation into .gemini/skills/dcf-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dcf-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 CoWork-OS/CoWork-OS dcf-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 CoWork-OS/CoWork-OS --skill dcf-valuation -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .github/skills && cp -r skills-src/resources/skills/dcf-valuation .github/skills/dcf-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 "dcf-valuation" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/dcf-valuation into .github/skills/dcf-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dcf-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 CoWork-OS/CoWork-OS --skill dcf-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 CoWork-OS/CoWork-OS dcf-valuation --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/CoWork-OS/CoWork-OS.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/resources/skills/dcf-valuation .opencode/skills/dcf-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 "dcf-valuation" agent skill from https://github.com/CoWork-OS/CoWork-OS/tree/main/resources/skills/dcf-valuation into .opencode/skills/dcf-valuation/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "dcf-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.
Facts
- Skill name
dcf-valuation- GitHub stars
- 477
- Token cost
- ~754 tokens
- SKILL.md length
- 296 words
- Files
- 3 (incl. scripts, references)
- Skills in repo
- 46
- Repo updated
- First seen
- Licence
- MIT
At a glance
Discounted cash flow valuation with WACC calculation, free cash flow projection, terminal value estimation, sensitivity analysis, and enterprise-to-equity value bridge.
- Tasks that involve Financial modeling
- SKILL.md covers Purpose, Routing, Trigger Examples and Parameters, plus 1 more section
What it does
Dcf Valuation is an agent skill from CoWork-OS/CoWork-OS. Discounted cash flow valuation with WACC calculation, free cash flow projection, terminal value estimation, sensitivity analysis, and enterprise-to-equity value bridge.
Its SKILL.md is about 750 tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including scripts and reference files (for example `references/full-guidance.md`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: Local-first personal agentic OS and everything app for coding, knowledge work, web design, automations, and artifacts. The licence is MIT.
When your agent uses it
- Tasks that involve Financial modeling
Example prompts
- “/dcf-valuation”
What it can do on your machine
Read from SKILL.md and the folder at commit 0ace02b. It shows what the files ask for, not the result of running them.
Tool permissions
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.
Runs code
Ships 1 file in scripts/, which the agent can run.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Dcf Valuation loads about 754 tokens when it runs, and up to ~2.9k if it reads all its reference files. Until then it costs about 46 tokens; SKILL.md has 296 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.
Safety
Auto-check passed
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); the scripts in this folder are not scanned.
SKILL.md
The full file from CoWork-OS/CoWork-OS at commit 0ace02b, republished under its MIT licence (© CoWork-OS). 296 words, ~754 tokens.
Download SKILL.mdSave it as
.claude/skills/dcf-valuation/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.- name
- dcf-valuation
- description
- Discounted cash flow valuation with WACC calculation, free cash flow projection, terminal value estimation, sensitivity analysis, and enterprise-to-equity value bridge.
- version
- 1.0.0
- metadata.author
- CoWork OS Contributors <info@coworkosapp.com>
DCF Valuation
Purpose
Discounted cash flow valuation with WACC calculation, free cash flow projection, terminal value estimation, sensitivity analysis, and enterprise-to-equity value bridge.
Routing
- Use when: Use when the user asks about discounted cash flow valuation, intrinsic value estimation, WACC calculation, terminal value, enterprise value, equity value bridge, or company valuation using projected cash flows.
- Do not use when: Do not use when the request is about relative valuation only (comparable companies/transactions), portfolio optimization, or non-valuation financial analysis.
- Outputs: Outcome from DCF Valuation: complete DCF model with FCF projections, WACC derivation, terminal value, sensitivity tables, and per-share equity value.
- Success criteria: Returns a fully built DCF with all intermediate calculations, clearly stated assumptions, sensitivity analysis, and an enterprise-to-equity bridge with per-share value.
Trigger Examples
Positive
- Use the dcf-valuation skill for this request.
- Help me with dcf valuation.
- Use when the user asks about discounted cash flow valuation, intrinsic value estimation, WACC calculation, terminal value, enterprise value, equity value bridge, or company valuation using projected cash flows.
- DCF Valuation: provide an actionable result.
Negative
- Do not use when the request is about relative valuation only (comparable companies/transactions), portfolio optimization, or non-valuation financial analysis.
- Do not use dcf-valuation for unrelated requests.
- This request is outside dcf valuation scope.
- This is conceptual discussion only; no tool workflow is needed.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
| company | string | Yes | Company name or ticker symbol |
| projectionYears | select | Yes | Number of projection years |
| question | string | Yes | Your specific valuation question |
| revenueGrowth | string | No | Expected revenue growth rate (e.g., 15%) |
| ebitdaMargin | string | No | Target EBITDA margin (e.g., 25%) |
| wacc | string | No | Weighted average cost of capital (e.g., 9.5%) |
| terminalGrowthRate | string | No | Perpetual growth rate for terminal value (e.g., 2.5%) |
Runtime Prompt
- Current runtime prompt length: 1101 characters.
- Runtime prompt is defined directly in
../dcf-valuation.json.
© CoWork-OS, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 2 other files (scripts, references) in resources/skills/dcf-valuation of CoWork-OS/CoWork-OS.
- SKILL.md
- references/full-guidance.md
- scripts/.gitkeep
Open the folder on GitHubat commit 0ace02b
Compare with similar skills
Dcf 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 |
|---|---|---|---|---|---|---|
| Dcf Valuation this skillCoWork-OS/CoWork-OS | 477 | — | ~754 | Automated safety check: Pass | MIT | |
| 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 |
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Categories
Questions about Dcf Valuation
What does Dcf Valuation do?
Discounted cash flow valuation with WACC calculation, free cash flow projection, terminal value estimation, sensitivity analysis, and enterprise-to-equity value bridge. Dcf Valuation is an agent skill from CoWork-OS/CoWork-OS. Discounted cash flow valuation with WACC calculation, free cash flow projection, terminal value estimation, sensitivity analysis, and enterprise-to-equity value bridge.
When should I use Dcf Valuation?
Dcf Valuation fits situations like: tasks that involve Financial modeling.
How do I install Dcf Valuation in Claude Code?
Run `npx skills add CoWork-OS/CoWork-OS --skill dcf-valuation -a claude-code`. Or copy the skill folder (resources/skills/dcf-valuation in CoWork-OS/CoWork-OS) into .claude/skills/dcf-valuation in your project. Claude Code loads it when a task matches its description.
How do I install Dcf Valuation in Codex?
Run `npx skills add CoWork-OS/CoWork-OS --skill dcf-valuation -a codex`. Or copy the skill folder (resources/skills/dcf-valuation in CoWork-OS/CoWork-OS) into .agents/skills/dcf-valuation in your project. Codex loads it when a task matches its description.
Can I use Dcf Valuation in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add CoWork-OS/CoWork-OS --skill dcf-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/dcf-valuation, .gemini/skills/dcf-valuation, .github/skills/dcf-valuation and .opencode/skills/dcf-valuation in your project.
What does Dcf Valuation need to run?
SKILL.md names no scripts, command-line tools or credentials: Dcf Valuation is instructions for the agent only.
Does Dcf Valuation access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Dcf Valuation safe to install?
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. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
What licence does Dcf Valuation use?
Dcf Valuation is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Dcf Valuation use?
About 754 tokens (SKILL.md is roughly 3k 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 2.2k tokens, read only when the agent opens those files.
What are the alternatives to Dcf Valuation?
Skills that share tags, products or a category with Dcf 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.
Who maintains Dcf Valuation?
CoWork-OS (a GitHub organization) maintains it in CoWork-OS/CoWork-OS, which has 477 GitHub stars. The repository holds 46 skills in this directory. The repository was last updated on October 9, 2026.
Source: CoWork-OS/CoWork-OS on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.