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
Estimate a public equity's intrinsic value with a discounted-cash-flow model — pull fundamentals, set a discount rate via CAPM/WACC, project free cash flow, and discount it.
Install Dcf Valuation
$ npx skills add Yijia-Xiao/FinanceHarness --skill dcf-valuation -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness 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/Yijia-Xiao/FinanceHarness.git skills-src && mkdir -p .claude/skills && cp -r skills-src/financeharness/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/Yijia-Xiao/FinanceHarness/tree/main/financeharness/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/Yijia-Xiao/FinanceHarness/tree/main/financeharness/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 Yijia-Xiao/FinanceHarness --skill dcf-valuation -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness dcf-valuation --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Yijia-Xiao/FinanceHarness.git skills-src && mkdir -p .agents/skills && cp -r skills-src/financeharness/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/Yijia-Xiao/FinanceHarness/tree/main/financeharness/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 Yijia-Xiao/FinanceHarness --skill dcf-valuation -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness dcf-valuation --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Yijia-Xiao/FinanceHarness.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/financeharness/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/Yijia-Xiao/FinanceHarness/tree/main/financeharness/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/Yijia-Xiao/FinanceHarness.git --path financeharness/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 Yijia-Xiao/FinanceHarness --skill dcf-valuation -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness dcf-valuation --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Yijia-Xiao/FinanceHarness.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/financeharness/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/Yijia-Xiao/FinanceHarness/tree/main/financeharness/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 Yijia-Xiao/FinanceHarness 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 Yijia-Xiao/FinanceHarness --skill dcf-valuation -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/Yijia-Xiao/FinanceHarness.git skills-src && mkdir -p .github/skills && cp -r skills-src/financeharness/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/Yijia-Xiao/FinanceHarness/tree/main/financeharness/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 Yijia-Xiao/FinanceHarness --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 Yijia-Xiao/FinanceHarness dcf-valuation --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Yijia-Xiao/FinanceHarness.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/financeharness/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/Yijia-Xiao/FinanceHarness/tree/main/financeharness/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
- 196
- Token cost
- ~508 tokens
- SKILL.md length
- 236 words
- Files
- 1
- Skills in repo
- 5
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
Estimate a public equity's intrinsic value with a discounted-cash-flow model — pull fundamentals, set a discount rate via CAPM/WACC, project free cash flow, and discount it.
- Works in 5 steps: Anchor the company.… → Discount rate. compute_valuation_wacc —… → Project FCF. Build a short explicit… → …
- Tasks that involve Financial modeling
- SKILL.md covers Workflow and Principles
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Dcf Valuation is an agent skill from Yijia-Xiao/FinanceHarness. Estimate a public equity's intrinsic value with a discounted-cash-flow model — pull fundamentals, set a discount rate via CAPM/WACC, project free cash flow, and discount it.
Its SKILL.md is about 510 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Business, Finance & HR, covering Financial modeling. The repository describes itself as: FinanceHarness: Autonomous Financial Deep Research Framework. The licence is Apache-2.0.
When your agent uses it
- Tasks that involve Financial modeling
Example prompts
- “/dcf-valuation”
Workflow steps
5 steps, taken from the first numbered list in SKILL.md.
- Anchor the company. data_equity_reference for shares outstanding,
- Discount rate. compute_valuation_wacc — CAPM cost of equity from a
- Project FCF. Build a short explicit free-cash-flow schedule (typically
- Value it. compute_valuation_dcf with the FCF schedule, the discount
- Report. Intrinsic value per share vs. the current price, the discount
What it can do on your machine
Read from SKILL.md and the folder at commit 1163c5e. 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
Dcf Valuation loads about 508 tokens when it runs. Until then it costs about 47 tokens; SKILL.md has 236 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 Yijia-Xiao/FinanceHarness at commit 1163c5e, republished under its Apache-2.0 licence (© Yijia-Xiao). 236 words, ~508 tokens.
Download SKILL.mdSave it as
.claude/skills/dcf-valuation/SKILL.md (or your agent's skills folder).- name
- dcf-valuation
- description
- Estimate a public equity's intrinsic value with a discounted-cash-flow model — pull fundamentals, set a discount rate via CAPM/WACC, project free cash flow, and discount it.
- tags
- equity, valuation, dcf, intrinsic-value
- requires_tools
- data_equity_reference, data_equity_fundamentals, compute_valuation_wacc, compute_valuation_dcf
DCF valuation
Estimate intrinsic value per share with a transparent, grounded DCF.
Workflow
- Anchor the company.
data_equity_referencefor shares outstanding, beta, and current price;data_equity_fundamentalsfor revenue, free cash flow, margins, growth, and total cash/debt. - Discount rate.
compute_valuation_wacc— CAPM cost of equity from a risk-free rate, an equity risk premium, and the beta you pulled; add the debt trio for a WACC blend when leverage is material. Use the resulting rate. - Project FCF. Build a short explicit free-cash-flow schedule (typically 3–5 years) from the latest FCF and a growth path grounded in the fundamentals and trend. State the assumptions you used.
- Value it.
compute_valuation_dcfwith the FCF schedule, the discount rate, a terminal method (Gordon growth or exit multiple), net debt (debt − cash), and shares outstanding. Chain bulk inputs withprev:references where a prior tool already produced the series. - Report. Intrinsic value per share vs. the current price, the discount rate and key assumptions, and how much of the value rests on the terminal value.
Principles
- Make every assumption explicit (growth, discount rate, terminal method) — a DCF is only as credible as its inputs, and the reader needs to see them.
- Prefer chaining real figures (fundamentals → FCF → DCF) over restating numbers by hand; let the tools carry the arithmetic.
- A high terminal-value share of enterprise value is worth flagging, not hiding — report the number and let the reader weigh it.
© Yijia-Xiao, 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
Files
Just SKILL.md in financeharness/skills/dcf-valuation of Yijia-Xiao/FinanceHarness.
Open the folder on GitHubat commit 1163c5e
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 skillYijia-Xiao/FinanceHarness | 196 | — | ~508 | 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 |
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Related
Categories
Questions about Dcf Valuation
What does Dcf Valuation do?
Estimate a public equity's intrinsic value with a discounted-cash-flow model — pull fundamentals, set a discount rate via CAPM/WACC, project free cash flow, and discount it. Dcf Valuation is an agent skill from Yijia-Xiao/FinanceHarness. Estimate a public equity's intrinsic value with a discounted-cash-flow model — pull fundamentals, set a discount rate via CAPM/WACC, project free cash flow, and discount it.
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 Yijia-Xiao/FinanceHarness --skill dcf-valuation -a claude-code`. Or copy the skill folder (financeharness/skills/dcf-valuation in Yijia-Xiao/FinanceHarness) 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 Yijia-Xiao/FinanceHarness --skill dcf-valuation -a codex`. Or copy the skill folder (financeharness/skills/dcf-valuation in Yijia-Xiao/FinanceHarness) 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 Yijia-Xiao/FinanceHarness --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. Review the folder before installing.
What licence does Dcf Valuation use?
Dcf 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.
How many tokens does Dcf Valuation use?
About 508 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.
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?
Yijia-Xiao (a GitHub user) maintains it in Yijia-Xiao/FinanceHarness, which has 196 GitHub stars. The repository holds 5 skills in this directory. The repository was last updated on August 22, 2026.
Source: Yijia-Xiao/FinanceHarness on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.