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
Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests.
Install Company Analysis
$ npx skills add monarchjuno/vibe-investing --skill company-analysis -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install monarchjuno/vibe-investing company-analysis --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/monarchjuno/vibe-investing.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/fundamental-analysis/company-analysis .claude/skills/company-analysis && 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 "company-analysis" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/fundamental-analysis/company-analysis into .claude/skills/company-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "company-analysis", 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/monarchjuno/vibe-investing/tree/main/skills/fundamental-analysis/company-analysisType 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 monarchjuno/vibe-investing --skill company-analysis -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install monarchjuno/vibe-investing company-analysis --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/fundamental-analysis/company-analysis .agents/skills/company-analysis && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "company-analysis" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/fundamental-analysis/company-analysis into .agents/skills/company-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "company-analysis", 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 monarchjuno/vibe-investing --skill company-analysis -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install monarchjuno/vibe-investing company-analysis --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/fundamental-analysis/company-analysis .cursor/skills/company-analysis && 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 "company-analysis" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/fundamental-analysis/company-analysis into .cursor/skills/company-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "company-analysis", 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/monarchjuno/vibe-investing.git --path skills/fundamental-analysis/company-analysis--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 monarchjuno/vibe-investing --skill company-analysis -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install monarchjuno/vibe-investing company-analysis --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/fundamental-analysis/company-analysis .gemini/skills/company-analysis && 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 "company-analysis" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/fundamental-analysis/company-analysis into .gemini/skills/company-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "company-analysis", 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 monarchjuno/vibe-investing company-analysisInstalls 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 monarchjuno/vibe-investing --skill company-analysis -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/fundamental-analysis/company-analysis .github/skills/company-analysis && 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 "company-analysis" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/fundamental-analysis/company-analysis into .github/skills/company-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "company-analysis", 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 monarchjuno/vibe-investing --skill company-analysis -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install monarchjuno/vibe-investing company-analysis --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/monarchjuno/vibe-investing.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/fundamental-analysis/company-analysis .opencode/skills/company-analysis && 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 "company-analysis" agent skill from https://github.com/monarchjuno/vibe-investing/tree/main/skills/fundamental-analysis/company-analysis into .opencode/skills/company-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "company-analysis", 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
company-analysis- GitHub stars
- 299
- Token cost
- ~1.3k tokens
- SKILL.md length
- 618 words
- Files
- 4 (incl. references)
- Skills in repo
- 18
- Repo updated
- First seen
- Licence
- MIT
At a glance
Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests.
- Works in 7 steps: Route the request automatically → Gather and tag data before modeling → Run Deal Radar before valuation → …
- An agent must infer the correct valuation and finance framework without asking follow-up questions
- SKILL.md covers Overview, Quick Start, Core Workflow and Mandatory Rules, plus 1 more section
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Company Analysis is an agent skill from monarchjuno/vibe-investing. Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests. Use when an agent must infer the correct valuation and finance framework without asking follow-up questions, begin from market-implied expectations instead of immediate fair value, run Reverse DCF before Forward DCF for listed companies, perform web-verified data gathering and deal-radar checks, defend against hallucinations with…
Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 4 other files, including reference files (for example `references/analysis-orchestration.md`, `references/data-integrity-and-deal-radar.md` and `references/output-contract.md`).
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: Vibe Investing Skill Library. The licence is MIT.
When your agent uses it
- An agent must infer the correct valuation and finance framework without asking follow-up questions
- Begin from market-implied expectations instead of immediate fair value
- Run Reverse DCF before Forward DCF for listed companies
- Perform web-verified data gathering and deal-radar checks
Example prompts
- “analyze [company],”
- “/company-analysis”
Workflow steps
7 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 15954a6. 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
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.
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
Company Analysis loads about 1.3k tokens when it runs, and up to ~3.4k if it reads all its reference files. Until then it costs about 164 tokens; SKILL.md has 618 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); files beside SKILL.md are not scanned.
SKILL.md
The full file from monarchjuno/vibe-investing at commit 15954a6, republished under its MIT licence (© monarchjuno). 618 words, ~1,283 tokens.
Download SKILL.mdSave it as
.claude/skills/company-analysis/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- company-analysis
- description
- Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests. Use when an agent must infer the correct valuation and finance framework without asking follow-up questions, begin from market-implied expectations instead of immediate fair value, run Reverse DCF before Forward DCF for listed companies, perform web-verified data gathering and deal-radar checks, defend against hallucinations with explicit data tags and uncertainty statements, and produce a plain-text output with no markdown and no row-column tables.
Company Analysis
Overview
Use this skill to produce an IB-style investment analysis from minimal user input. Start from what the current price already implies, not from a fair-value claim, and force every valuation conclusion through verified data, explicit assumptions, and expectation decomposition.
Quick Start
- If the user provides only a company name or a short prompt such as "[Company] analyze," do not ask clarifying questions. Infer the company type and run the most appropriate workflow immediately.
- For listed companies, always define the Narrative first and run Reverse DCF before Forward DCF.
- Run web research before using any revenue, profit, debt, market cap, or transaction figure.
- Read
references/analysis-orchestration.mdfor routing logic and framework selection. - Read
references/data-integrity-and-deal-radar.mdfor hallucination defense and mandatory pre-analysis searches. - Read
references/output-contract.mdfor the exact output shape and plain-text rules.
Core Workflow
1. Route the request automatically
- Infer the requested analysis from the prompt without follow-up questions.
- Use the default listed-company stack when the intent is ambiguous: Narrative, Reverse DCF, Forward DCF, Trading Comps, Sensitivity, and So What.
- Use the framework-routing rules in
references/analysis-orchestration.md.
2. Gather and tag data before modeling
- Search the web for actual disclosed financial data before using any revenue, earnings, debt, or valuation number.
- Tag every number as
[Actual],[Estimated], or[Assumption]. - Never label a number as
[Actual]unless the underlying source has been verified and cited. - State uncertainty explicitly whenever the data is unavailable, stale, private, disputed, or not yet reported.
3. Run Deal Radar before valuation
- Search for pending M&A, subsidiary or parent transactions, competitor deals, regulatory or antitrust issues, activism or breakup pressure, and major shareholder ownership changes.
- Distinguish rumor, official announcement, and active regulatory review.
- Include only web-verified items with cited sources.
4. Start from Narrative and Expectations
- Define the story the market is pricing into the current stock or enterprise value.
- Translate that story into growth, margin, and reinvestment expectations.
- Run Reverse DCF before any Forward DCF for listed companies.
- Test whether the implied expectations are realistic relative to industry structure and operating history.
Show full SKILL.md (283 more words)Show less
5. Run the relevant framework stack
- Use DCF on an FCFF basis when the business supports a cash-flow view and the data is sufficient.
- Use Trading Comps to interpret compressed expectations through multiples, not as a standalone verdict.
- Use SOTP for holding companies, conglomerates, or businesses with clearly separable segments.
- Use Sensitivity and Scenario Analysis for all major valuation outputs.
- Use M&A, LBO, IPO, Credit, or Operating Model frameworks when the prompt directly calls for them.
6. Translate valuation into decision language
- State what the current price requires, not just what your model says.
- Quantify the growth CAGR, EBIT margin, and reinvestment rate needed to justify the current price when the expectation gap matters.
- If your implied value and the current market value differ by more than 30 percent, mark it as caution and explain why.
7. Output in the required format
- Do not use markdown.
- Do not use row-column tables.
- Use the required plain-text block order defined in
references/output-contract.md.
Mandatory Rules
- Do not ask clarifying questions before producing the analysis.
- Do not fabricate data, comps, transactions, or deal rumors.
- Do not skip Reverse DCF for listed companies.
- Do not output unsupported certainty when the underlying information is incomplete.
- Do not present a fair value first and expectations second.
Guardrails
- If disclosed financial data cannot be found, say so clearly and explain that the user can provide direct inputs for a more accurate model.
- If you switch into a hypothetical scenario, mark it as a non-actual example scenario.
- If peer multiples or transaction data cannot be verified, state that Bloomberg, Capital IQ, or equivalent verification is needed.
- If private-company financials are not disclosed, state the uncertainty instead of backfilling missing numbers as facts.
© monarchjuno, 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 3 other files (references) in skills/fundamental-analysis/company-analysis of monarchjuno/vibe-investing.
- SKILL.md
- references/analysis-orchestration.md
- references/data-integrity-and-deal-radar.md
- references/output-contract.md
Open the folder on GitHubat commit 15954a6
Compare with similar skills
Company Analysis 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 |
|---|---|---|---|---|---|---|
| Company Analysis this skillmonarchjuno/vibe-investing | 299 | — | ~1.3k | 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 | 194 | 11 repos | ~2.8k | Automated safety check: Pass | None | |
| Stock Value AnalyzerFunnyKun/stock-value-analyzer | 140 | — | ~3.3k | Automated safety check: Pass | None |
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Related
Categories
Questions about Company Analysis
What does Company Analysis do?
Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests. Company Analysis is an agent skill from monarchjuno/vibe-investing. Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt, credit, or risk requests.
When should I use Company Analysis?
Company Analysis fits situations like: an agent must infer the correct valuation and finance framework without asking follow-up questions; begin from market-implied expectations instead of immediate fair value; run Reverse DCF before Forward DCF for listed companies; perform web-verified data gathering and deal-radar checks.
How do I install Company Analysis in Claude Code?
Run `npx skills add monarchjuno/vibe-investing --skill company-analysis -a claude-code`. Or copy the skill folder (skills/fundamental-analysis/company-analysis in monarchjuno/vibe-investing) into .claude/skills/company-analysis in your project. Claude Code loads it when a task matches its description.
How do I install Company Analysis in Codex?
Run `npx skills add monarchjuno/vibe-investing --skill company-analysis -a codex`. Or copy the skill folder (skills/fundamental-analysis/company-analysis in monarchjuno/vibe-investing) into .agents/skills/company-analysis in your project. Codex loads it when a task matches its description.
Can I use Company Analysis 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 monarchjuno/vibe-investing --skill company-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/company-analysis, .gemini/skills/company-analysis, .github/skills/company-analysis and .opencode/skills/company-analysis in your project.
What does Company Analysis need to run?
SKILL.md names no scripts, command-line tools or credentials: Company Analysis is instructions for the agent only.
Does Company Analysis 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 Company Analysis 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 Company Analysis use?
Company Analysis 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 Company Analysis use?
About 1.3k tokens (SKILL.md is roughly 5.1k 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 2.1k tokens, read only when the agent opens those files.
What are the alternatives to Company Analysis?
Skills that share tags, products or a category with Company Analysis: 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, 194 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Company Analysis?
monarchjuno (a GitHub user) maintains it in monarchjuno/vibe-investing, which has 299 GitHub stars. The repository holds 18 skills in this directory. The repository was last updated on May 10, 2026.
Source: monarchjuno/vibe-investing on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.