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
A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a…
Install Equity Deep Dive
$ npx skills add Yijia-Xiao/FinanceHarness --skill equity-deep-dive -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness equity-deep-dive --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/equity-deep-dive .claude/skills/equity-deep-dive && 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 "equity-deep-dive" agent skill from https://github.com/Yijia-Xiao/FinanceHarness/tree/main/financeharness/skills/equity-deep-dive into .claude/skills/equity-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-deep-dive", 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/equity-deep-diveType 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 equity-deep-dive -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness equity-deep-dive --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/equity-deep-dive .agents/skills/equity-deep-dive && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "equity-deep-dive" agent skill from https://github.com/Yijia-Xiao/FinanceHarness/tree/main/financeharness/skills/equity-deep-dive into .agents/skills/equity-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-deep-dive", 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 equity-deep-dive -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness equity-deep-dive --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/equity-deep-dive .cursor/skills/equity-deep-dive && 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 "equity-deep-dive" agent skill from https://github.com/Yijia-Xiao/FinanceHarness/tree/main/financeharness/skills/equity-deep-dive into .cursor/skills/equity-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-deep-dive", 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/equity-deep-dive--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 equity-deep-dive -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Yijia-Xiao/FinanceHarness equity-deep-dive --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/equity-deep-dive .gemini/skills/equity-deep-dive && 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 "equity-deep-dive" agent skill from https://github.com/Yijia-Xiao/FinanceHarness/tree/main/financeharness/skills/equity-deep-dive into .gemini/skills/equity-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-deep-dive", 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 equity-deep-diveInstalls 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 equity-deep-dive -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/equity-deep-dive .github/skills/equity-deep-dive && 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 "equity-deep-dive" agent skill from https://github.com/Yijia-Xiao/FinanceHarness/tree/main/financeharness/skills/equity-deep-dive into .github/skills/equity-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-deep-dive", 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 equity-deep-dive -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 equity-deep-dive --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/equity-deep-dive .opencode/skills/equity-deep-dive && 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 "equity-deep-dive" agent skill from https://github.com/Yijia-Xiao/FinanceHarness/tree/main/financeharness/skills/equity-deep-dive into .opencode/skills/equity-deep-dive/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "equity-deep-dive", 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
equity-deep-dive- GitHub stars
- 196
- Token cost
- ~643 tokens
- SKILL.md length
- 258 words
- Files
- 1
- Skills in repo
- 5
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a…
- Works in 7 steps: Read the picture. search + visit recent,… → Anchor. data_equity_reference (identity,… → Health. data_equity_ratios for… → …
- 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
Equity Deep Dive is an agent skill from Yijia-Xiao/FinanceHarness. A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a comparable-company cross-check, and the analyst-consensus view.
Its SKILL.md is about 640 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
- “/equity-deep-dive”
Workflow steps
7 steps, taken from the first numbered list in SKILL.md.
- Read the picture. search + visit recent, authoritative coverage —
- Anchor. data_equity_reference (identity, sector, shares, beta, price)
- Health. data_equity_ratios for liquidity, leverage, returns, and the
- Intrinsic value. data_market_rates for the risk-free rate →
- Relative cross-check. data_equity_comps against a peer group you
- Consensus. data_equity_estimates for price targets, forward
- Synthesize. A view that ties the qualitative story to intrinsic value,
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
Equity Deep Dive loads about 643 tokens when it runs. Until then it costs about 66 tokens; SKILL.md has 258 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). 258 words, ~643 tokens.
Download SKILL.mdSave it as
.claude/skills/equity-deep-dive/SKILL.md (or your agent's skills folder).- name
- equity-deep-dive
- description
- A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a comparable-company cross-check, and the analyst-consensus view.
- tags
- equity, deep-dive, valuation, dcf, comps, consensus
- requires_tools
- data_equity_reference, data_equity_fundamentals, data_equity_ratios, data_market_rates, compute_valuation_wacc, compute_valuation_dcf…
Equity deep dive
The full work-up on one name: read the story, then ground it in intrinsic value, a relative cross-check, and the consensus view — every claim sourced or tool-grounded.
Workflow
- Read the picture.
search+visitrecent, authoritative coverage — the latest results/guidance, strategy, and the live debate (bull vs bear). Ground each qualitative claim in a page you read; this frames what the numbers must explain. - Anchor.
data_equity_reference(identity, sector, shares, beta, price) anddata_equity_fundamentals(revenue, FCF, margins, growth, cash/debt). - Health.
data_equity_ratiosfor liquidity, leverage, returns, and the company's own multiples. - Intrinsic value.
data_market_ratesfor the risk-free rate →compute_valuation_wacc→ project an explicit FCF schedule →compute_valuation_dcf, thencompute_valuation_dcf_sensitivityfor a bear/base/bull range. - Relative cross-check.
data_equity_compsagainst a peer group you choose — does the relative read agree with the DCF? - Consensus.
data_equity_estimatesfor price targets, forward EPS/revenue, and the rating spread. - Synthesize. A view that ties the qualitative story to intrinsic value, relative value, and consensus — with the discount rate, key assumptions, the valuation range, and the main risks stated.
Principles
- Read before you value: the web step sets the narrative the numbers must support; attribute web specifics to the page you read, mark anything unconfirmed as such.
- Triangulate: when the DCF, comps, and consensus disagree, the disagreement is the finding — surface it rather than averaging it away.
- Every figure from a tool; run the math through the tools so it stays exact and auditable. Mark forecasts and analyst estimates as expectations, not facts. State how much value rests on the terminal value.
© 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/equity-deep-dive of Yijia-Xiao/FinanceHarness.
Open the folder on GitHubat commit 1163c5e
Compare with similar skills
Equity Deep Dive 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 |
|---|---|---|---|---|---|---|
| Equity Deep Dive this skillYijia-Xiao/FinanceHarness | 196 | — | ~643 | 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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Consensus Check
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Summarize the sell-side view on an equity — analyst price targets, forward EPS/revenue estimates and ratings — and corroborate it against recent guidance and estimate revisions from the web.
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Related
Categories
Questions about Equity Deep Dive
What does Equity Deep Dive do?
A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a…. Equity Deep Dive is an agent skill from Yijia-Xiao/FinanceHarness. A thorough single-equity deep dive — read the recent qualitative picture from the web, then ground it in fundamentals and health ratios, an intrinsic DCF with a sensitivity range, a comparable-company cross-check, and the analyst-consensus view.
When should I use Equity Deep Dive?
Equity Deep Dive fits situations like: tasks that involve Financial modeling.
How do I install Equity Deep Dive in Claude Code?
Run `npx skills add Yijia-Xiao/FinanceHarness --skill equity-deep-dive -a claude-code`. Or copy the skill folder (financeharness/skills/equity-deep-dive in Yijia-Xiao/FinanceHarness) into .claude/skills/equity-deep-dive in your project. Claude Code loads it when a task matches its description.
How do I install Equity Deep Dive in Codex?
Run `npx skills add Yijia-Xiao/FinanceHarness --skill equity-deep-dive -a codex`. Or copy the skill folder (financeharness/skills/equity-deep-dive in Yijia-Xiao/FinanceHarness) into .agents/skills/equity-deep-dive in your project. Codex loads it when a task matches its description.
Can I use Equity Deep Dive 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 equity-deep-dive -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/equity-deep-dive, .gemini/skills/equity-deep-dive, .github/skills/equity-deep-dive and .opencode/skills/equity-deep-dive in your project.
What does Equity Deep Dive need to run?
SKILL.md names no scripts, command-line tools or credentials: Equity Deep Dive is instructions for the agent only.
Does Equity Deep Dive 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 Equity Deep Dive 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 Equity Deep Dive use?
Equity Deep Dive 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 Equity Deep Dive use?
About 643 tokens (SKILL.md is roughly 2.6k 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 Equity Deep Dive?
Skills that share tags, products or a category with Equity Deep Dive: 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 Equity Deep Dive?
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.