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
财务测算与估值工具：DCF/可比公司估值、敏感性分析、假设翻转测试(Assumption Flip Test)、单位经济学建模。
Install Valuation Modeling
$ npx skills add infometa/workbuddyskills --skill valuation-modeling -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install infometa/workbuddyskills valuation-modeling --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/infometa/workbuddyskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/experts/consulting-partners/skills/valuation-modeling .claude/skills/valuation-modeling && 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 "valuation-modeling" agent skill from https://github.com/infometa/workbuddyskills/tree/main/experts/consulting-partners/skills/valuation-modeling into .claude/skills/valuation-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation-modeling", 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/infometa/workbuddyskills/tree/main/experts/consulting-partners/skills/valuation-modelingType 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 infometa/workbuddyskills --skill valuation-modeling -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install infometa/workbuddyskills valuation-modeling --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/infometa/workbuddyskills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/experts/consulting-partners/skills/valuation-modeling .agents/skills/valuation-modeling && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "valuation-modeling" agent skill from https://github.com/infometa/workbuddyskills/tree/main/experts/consulting-partners/skills/valuation-modeling into .agents/skills/valuation-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation-modeling", 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 infometa/workbuddyskills --skill valuation-modeling -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install infometa/workbuddyskills valuation-modeling --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/infometa/workbuddyskills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/experts/consulting-partners/skills/valuation-modeling .cursor/skills/valuation-modeling && 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 "valuation-modeling" agent skill from https://github.com/infometa/workbuddyskills/tree/main/experts/consulting-partners/skills/valuation-modeling into .cursor/skills/valuation-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation-modeling", 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/infometa/workbuddyskills.git --path experts/consulting-partners/skills/valuation-modeling--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 infometa/workbuddyskills --skill valuation-modeling -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install infometa/workbuddyskills valuation-modeling --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/infometa/workbuddyskills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/experts/consulting-partners/skills/valuation-modeling .gemini/skills/valuation-modeling && 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 "valuation-modeling" agent skill from https://github.com/infometa/workbuddyskills/tree/main/experts/consulting-partners/skills/valuation-modeling into .gemini/skills/valuation-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation-modeling", 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 infometa/workbuddyskills valuation-modelingInstalls 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 infometa/workbuddyskills --skill valuation-modeling -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/infometa/workbuddyskills.git skills-src && mkdir -p .github/skills && cp -r skills-src/experts/consulting-partners/skills/valuation-modeling .github/skills/valuation-modeling && 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 "valuation-modeling" agent skill from https://github.com/infometa/workbuddyskills/tree/main/experts/consulting-partners/skills/valuation-modeling into .github/skills/valuation-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation-modeling", 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 infometa/workbuddyskills --skill valuation-modeling -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install infometa/workbuddyskills valuation-modeling --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/infometa/workbuddyskills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/experts/consulting-partners/skills/valuation-modeling .opencode/skills/valuation-modeling && 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 "valuation-modeling" agent skill from https://github.com/infometa/workbuddyskills/tree/main/experts/consulting-partners/skills/valuation-modeling into .opencode/skills/valuation-modeling/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "valuation-modeling", 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
valuation-modeling- GitHub stars
- 344
- Token cost
- ~497 tokens
- SKILL.md length
- 43 words
- Files
- 4 (incl. scripts, references)
- Skills in repo
- 212
- Repo updated
- First seen
- Licence
- None found
At a glance
财务测算与估值工具：DCF/可比公司估值、敏感性分析、假设翻转测试(Assumption Flip Test)、单位经济学建模。
- Works in 3 steps: 估值建模 → 假设翻转测试（Assumption Flip Test） → 单位经济学与预测建模
- Tasks that involve Financial modeling
- SKILL.md covers 核心方法, 工作流程, 输出规范 and 注意事项
- Runs Python scripts from its folder; calls python3
What it does
Valuation Modeling is an agent skill from infometa/workbuddyskills. 财务测算与估值工具：DCF/可比公司估值、敏感性分析、假设翻转测试(Assumption Flip Test)、单位经济学建模。 触发词：给这个项目估个值、测算一下回报、敏感性分析、这个商业模式算不算得过来、DCF、单位经济学。
Its SKILL.md is about 500 tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including scripts and reference files (for example `references/valuation-notes.md`, `scripts/assumption_flip_test.py` and `scripts/dcf_model.py`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: WorkBuddy skills / connectors / experts archive for offline study.
When your agent uses it
- Tasks that involve Financial modeling
Example prompts
- “/valuation-modeling”
Requirements
- Python 3
- Pre-approved tools (allowed-tools): Read, Write, Bash
Workflow steps
3 steps, taken from the step headings in SKILL.md.
- 估值建模
- 假设翻转测试（Assumption Flip Test）
- 单位经济学与预测建模
What it can do on your machine
Read from SKILL.md and the folder at commit 75a5ad9. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves these tools, so the agent can use them without asking each time:
ReadWriteBash
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 2 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
python3
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
Valuation Modeling loads about 497 tokens when it runs, and up to ~1.3k if it reads all its reference files. Until then it costs about 33 tokens; SKILL.md has 43 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: notes
The automated check noted patterns worth knowing about, such as sudo or a known installer.
- NotePre-approves every shell command (allowed-tools: Bash)SKILL.md
allowed-tools: Read, Write, Bash
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
Without a licence we can't republish the file, so here is its outline and opening line. It has 43 words (~497 tokens).
- name
- valuation-modeling
- allowed-tools
- Read, Write, Bash
Files
SKILL.md and 3 other files (scripts, references) in experts/consulting-partners/skills/valuation-modeling of infometa/workbuddyskills.
- SKILL.md
- references/valuation-notes.md
- scripts/assumption_flip_test.py
- scripts/dcf_model.py
Open the folder on GitHubat commit 75a5ad9
Compare with similar skills
Valuation Modeling 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 |
|---|---|---|---|---|---|---|
| Valuation Modeling this skillinfometa/workbuddyskills | 344 | — | ~497 | Automated safety check: Notes | None | |
| Creating Financial ModelsChen-zexi/open-ptc-agent | 729 | 4 repos | ~1.3k | Automated safety check: Pass | MIT | |
| Equity Researcherlzwme/finance-quant-skills | 435 | 1 repos | ~4.9k | Automated safety check: Pass | None | |
| Equity ResearchrollingSirius/equity-research-skill | 452 | — | ~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 | 192 | 12 repos | ~2.8k | Automated safety check: Pass | None |
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Categories
Questions about Valuation Modeling
What does Valuation Modeling do?
财务测算与估值工具：DCF/可比公司估值、敏感性分析、假设翻转测试(Assumption Flip Test)、单位经济学建模。. Valuation Modeling is an agent skill from infometa/workbuddyskills.
When should I use Valuation Modeling?
Valuation Modeling fits situations like: tasks that involve Financial modeling.
How do I install Valuation Modeling in Claude Code?
Run `npx skills add infometa/workbuddyskills --skill valuation-modeling -a claude-code`. Or copy the skill folder (experts/consulting-partners/skills/valuation-modeling in infometa/workbuddyskills) into .claude/skills/valuation-modeling in your project. Claude Code loads it when a task matches its description.
How do I install Valuation Modeling in Codex?
Run `npx skills add infometa/workbuddyskills --skill valuation-modeling -a codex`. Or copy the skill folder (experts/consulting-partners/skills/valuation-modeling in infometa/workbuddyskills) into .agents/skills/valuation-modeling in your project. Codex loads it when a task matches its description.
Can I use Valuation Modeling 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 infometa/workbuddyskills --skill valuation-modeling -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/valuation-modeling, .gemini/skills/valuation-modeling, .github/skills/valuation-modeling and .opencode/skills/valuation-modeling in your project.
What does Valuation Modeling need to run?
Going by SKILL.md and its folder, Valuation Modeling needs Python for the scripts in its folder and the command-line tools its instructions call (python3). Our summary lists: Python 3. Its frontmatter pre-approves these tools: Read, Write, Bash.
Does Valuation Modeling 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 Valuation Modeling safe to install?
Our automated static check of SKILL.md found notes only (pre-approves every shell command (allowed-tools: bash)), nothing it rates as a warning. 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 Valuation Modeling use?
No licence was found for Valuation Modeling or its repository. Without one, default copyright applies: ask the author before reusing or redistributing it.
How many tokens does Valuation Modeling use?
About 497 tokens (SKILL.md is roughly 2k 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 851 tokens, read only when the agent opens those files.
What are the alternatives to Valuation Modeling?
Skills that share tags, products or a category with Valuation Modeling: Creating Financial Models (Chen-zexi/open-ptc-agent, 729 stars), Equity Researcher (lzwme/finance-quant-skills, 435 stars), Equity Research (rollingSirius/equity-research-skill, 452 stars) and SaaS Metrics Coach (rongxinzy/RongxinAI, 154 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Valuation Modeling?
infometa (a GitHub user) maintains it in infometa/workbuddyskills, which has 344 GitHub stars. The repository holds 212 skills in this directory. The repository was last updated on October 7, 2026.
Source: infometa/workbuddyskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.