Agent skill

Build Model

“Build a multi-tab Excel financial model”

— description from SKILL.md by daloopa

Apache-2.0Auto-check passedBusiness, Finance & HR

Install Build Model

skills CLI

$ npx skills add daloopa/investing --skill build-model -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install daloopa/investing build-model --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/.claude/skills/build-model .claude/skills/build-model && rm -rf skills-src

Use ~/.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/

Paste into Claude Code

Install the "build-model" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/build-model into .claude/skills/build-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "build-model", 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

$skill-installer install https://github.com/daloopa/investing/tree/main/.claude/skills/build-model

Type 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.

skills CLI

$ npx skills add daloopa/investing --skill build-model -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install daloopa/investing build-model --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/.claude/skills/build-model .agents/skills/build-model && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "build-model" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/build-model into .agents/skills/build-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "build-model", 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.

skills CLI

$ npx skills add daloopa/investing --skill build-model -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install daloopa/investing build-model --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/.claude/skills/build-model .cursor/skills/build-model && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "build-model" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/build-model into .cursor/skills/build-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "build-model", 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

$ gemini skills install https://github.com/daloopa/investing.git --path .claude/skills/build-model

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add daloopa/investing --skill build-model -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install daloopa/investing build-model --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/.claude/skills/build-model .gemini/skills/build-model && rm -rf skills-src

Use ~/.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/

Paste into Gemini CLI

Install the "build-model" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/build-model into .gemini/skills/build-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "build-model", 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.

GitHub CLI

$ gh skill install daloopa/investing build-model

Installs 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).

skills CLI

$ npx skills add daloopa/investing --skill build-model -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/.claude/skills/build-model .github/skills/build-model && rm -rf skills-src

Use ~/.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/

Paste into GitHub Copilot

Install the "build-model" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/build-model into .github/skills/build-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "build-model", 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.

skills CLI

$ npx skills add daloopa/investing --skill build-model -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install daloopa/investing build-model --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/daloopa/investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/.claude/skills/build-model .opencode/skills/build-model && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "build-model" agent skill from https://github.com/daloopa/investing/tree/main/.claude/skills/build-model into .opencode/skills/build-model/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "build-model", 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: build-model
GitHub stars: 489
Token cost: ~1.3k tokens
SKILL.md length: 497 words
Files: 1
Skills in repo: 22
Repo updated: Oct 7, 2026
First seen: Oct 7, 2026
Licence: Apache-2.0

At a glance

Works in 6 steps: Company Setup → Comprehensive Data Pull → Market Data & Peers → …
SKILL.md covers Phase 1 — Company Setup, Phase 2 — Comprehensive Data…, Phase 3 — Market Data & Peers and Phase 4 — Projections, plus 3 more sections
Calls python

About this skill

Build Model is a skill in daloopa/investing (489 stars). Its SKILL.md is about 1.3k tokens. Licence: Apache-2.0.

Workflow steps

6 steps, taken from the step headings in SKILL.md.

Company Setup
Comprehensive Data Pull
Market Data & Peers
Projections
DCF Inputs
Build Excel Model

What it can do on your machine

Read from SKILL.md and the folder at commit e2dd01d. 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
Shell commands in SKILL.md call:
- python
From the folder's file list and the shell code blocks in SKILL.md.
Network
Links to these hosts (documentation or services it may open):
- daloopa.com
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

Build Model loads about 1.3k tokens when it runs. Until then it costs about 13 tokens; SKILL.md has 497 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~13
When it runs · the whole SKILL.md, loaded when a task matches: ~1.3k

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from daloopa/investing at commit e2dd01d, republished under its Apache-2.0 licence (© daloopa). 497 words, ~1,261 tokens.

Download SKILL.mdSave it as .claude/skills/build-model/SKILL.md (or your agent's skills folder).

name: build-model
description: Build a multi-tab Excel financial model
argument-hint: TICKER

Build a comprehensive Excel financial model (.xlsx) for the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This skill gathers all available financial data and builds a multi-tab Excel model from scratch using openpyxl.

Phase 1 — Company Setup

Look up the company by ticker using discover_companies. Capture:

company_id
latest_calendar_quarter — anchor for all period calculations (see ../data-access.md Section 1.5)
latest_fiscal_quarter
Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

Get current stock price, market cap, shares outstanding, beta, and trading multiples for {TICKER} (see ../data-access.md Section 2 for how to source market data).

Phase 2 — Comprehensive Data Pull

Calculate periods backward from latest_calendar_quarter. Pull as much data as Daloopa has for this company. Target 8-16 quarters.

Income Statement — search and pull all available:

Revenue / Net Sales
Cost of Revenue / COGS
Gross Profit
Research & Development
Selling, General & Administrative
Total Operating Expenses
Operating Income
Interest Expense / Income
Pre-tax Income
Tax Expense
Net Income
Diluted EPS
Diluted Shares Outstanding
EBITDA (or compute from Op Income + D&A)
D&A

Balance Sheet — search and pull all available:

Cash and Equivalents
Short-term Investments
Accounts Receivable
Inventory
Total Current Assets
PP&E (net)
Goodwill
Total Assets
Accounts Payable
Short-term Debt
Long-term Debt
Total Liabilities
Total Equity

Cash Flow — search and pull all available:

Operating Cash Flow
Capital Expenditures
Depreciation & Amortization
Acquisitions
Dividends Paid
Share Repurchases
Free Cash Flow (compute if not direct)

Segments:

Revenue by segment
Operating income by segment (if available)

KPIs:

All company-specific operating metrics

Guidance:

All guidance series and corresponding actuals

Phase 3 — Market Data & Peers

Identify 5-8 peers and get their trading multiples (see ../data-access.md Section 2)
Get risk-free rate (see ../data-access.md Section 2)
If consensus forward estimates are available (../data-access.md Section 3), include NTM estimates for peers

Show full SKILL.md (190 more words)Show less

Phase 4 — Projections

Build forward estimates. If a projection engine is available (see ../data-access.md Section 5), use it. Otherwise, project manually:

Revenue: guidance + decay to long-term growth
Margins: mean-revert to trailing averages
CapEx, D&A, tax rate, share count: trailing trends

Project 4-8 quarters forward.

Phase 5 — DCF Inputs

Calculate:

WACC (CAPM: Rf + Beta × ERP; cost of debt from interest/debt)
5-year FCF projections (annualized from quarterly)
Terminal value (perpetuity growth at 2.5-3%)
Sensitivity matrix: WACC (7 values) × terminal growth (6 values)

Phase 6 — Build Excel Model

Write the complete context to reports/.tmp/{TICKER}_model_context.json, then run: python infra/excel_builder.py --context reports/.tmp/{TICKER}_model_context.json --output reports/{TICKER}_model.xlsx

The context JSON should include ALL of these sections (each optional — the builder handles missing data):

json

{
  "company": {name, ticker, exchange, currency},
  "market_data": {price, market_cap, shares_outstanding, beta, trailing_pe, forward_pe, ev_ebitda, ...},
  "periods": ["2023Q1", ...],
  "projected_periods": ["2026Q1", ...],
  "income_statement": {"Revenue": {"2023Q1": value, ...}, ...},
  "balance_sheet": {"Total Assets": {...}, ...},
  "cash_flow": {"Operating Cash Flow": {...}, ...},
  "segments": {"Revenue by Segment": {"iPhone": {...}, ...}},
  "kpis": {"Metric Name": {...}, ...},
  "guidance": {"series": {...}, "actuals": {...}},
  "projections": {"Revenue": {...}, ...},
  "projection_assumptions": {revenue_growth, gross_margin, op_margin, capex_pct_revenue, tax_rate, buyback_rate_qoq},
  "dcf": {wacc, terminal_growth, risk_free_rate, equity_risk_premium, projected_fcf, terminal_value, enterprise_value, implied_share_price, sensitivity},
  "comps": {"peers": [{ticker, name, trailing_pe, ev_ebitda, ...}, ...]}
}

If the Excel builder fails, report the error. The context JSON is still saved for debugging.

Output

Tell the user:

Where the .xlsx was saved: reports/{TICKER}_model.xlsx
Where the context JSON was saved: reports/.tmp/{TICKER}_model_context.json
Summary of what tabs were built
Key model outputs: trailing revenue, projected revenue growth, implied DCF value, peer-implied range
Remind user that yellow cells in the Projections tab are editable inputs

All financial figures gathered must use Daloopa citation format: $X.XX million

Files

Just SKILL.md in .claude/skills/build-model of daloopa/investing.

Open the folder on GitHubat commit e2dd01d

Compare with similar skills

Build Model 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.

Build Model compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Build Model this skilldaloopa/investing	489	—	~1.3k	Automated safety check: Pass	Apache-2.0	today
Excel Dcf Modelerjeremylongshore/tons-of-skills-marketplace	2.8k	—	~593	Automated safety check: Pass	MIT	today
Three-Statement Model Builderginlix-ai/LangAlpha	1.8k	—	~5.4k	Automated safety check: Pass	Apache-2.0	today
Dcf ModelWind-Alice/AliceMarket	130	3 repos	~12k	Automated safety check: Pass	None	28 days ago
Startupblueprintbuildfastwithai/gen-ai-experiments	785	—	~2.2k	Automated safety check: Pass	MIT	16 days ago
Dcf ModelLuciole-Studio/Misaka-Agent	139	2 repos	~12k	Automated safety check: Pass	Apache-2.0	today

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Questions about Build Model

How do I install Build Model in Claude Code?

Run `npx skills add daloopa/investing --skill build-model -a claude-code`. Or copy the skill folder (.claude/skills/build-model in daloopa/investing) into .claude/skills/build-model in your project. Claude Code loads it when a task matches its description.

How do I install Build Model in Codex?

Run `npx skills add daloopa/investing --skill build-model -a codex`. Or copy the skill folder (.claude/skills/build-model in daloopa/investing) into .agents/skills/build-model in your project. Codex loads it when a task matches its description.

Can I use Build Model 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 daloopa/investing --skill build-model -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/build-model, .gemini/skills/build-model, .github/skills/build-model and .opencode/skills/build-model in your project.

What does Build Model need to run?

Going by SKILL.md and its folder, Build Model needs the command-line tools its instructions call (python).

Does Build Model access the network?

SKILL.md names 1 domain. As links in the text: daloopa.com. This is read from the text; nothing was executed.

Is Build Model 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. Review the folder before installing.

What licence does Build Model use?

Build Model 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.

How many tokens does Build Model use?

About 1.3k tokens (SKILL.md is roughly 5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Build Model?

Skills that share tags, products or a category with Build Model: Excel Dcf Modeler (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Three-Statement Model Builder (ginlix-ai/LangAlpha, 1.8k stars), Dcf Model (Wind-Alice/AliceMarket, 130 stars) and Startupblueprint (buildfastwithai/gen-ai-experiments, 785 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Build Model?

daloopa (a GitHub organization) maintains it in daloopa/investing, which has 489 GitHub stars. The repository holds 22 skills in this directory. The repository was last updated on October 7, 2026.

Source: daloopa/investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Build Model

Install Build Model

Facts

At a glance

About this skill

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Phase 1 — Company Setup

Phase 2 — Comprehensive Data Pull

Phase 3 — Market Data & Peers

Phase 4 — Projections

Phase 5 — DCF Inputs

Phase 6 — Build Excel Model

Output

Files

Compare with similar skills

Similar skills

Excel Dcf Modeler

Three-Statement Model Builder

Dcf Model

Startupblueprint

Dcf Model

Officecli Financial Model

More from daloopa/investing

Capital Allocation

Comp Sheet

Comps

Dcf

Earnings Flash

Guidance Tracker

Questions about Build Model

Install Build Model

Facts

At a glance

About this skill

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Phase 1 — Company Setup

Phase 2 — Comprehensive Data Pull

Phase 3 — Market Data & Peers

Phase 4 — Projections

Phase 5 — DCF Inputs

Phase 6 — Build Excel Model

Output

Files

Compare with similar skills

Similar skills

More from daloopa/investing

Related

Questions about Build Model