dcf-model-builder — Codex skill: DCF models and installation
This skill builds public-company DCF workbooks in XLSX, with a formula-based model as its standard route. Use it to create or refresh a valuation and explore scenarios.
npx skills add openai/plugins --skill dcf-model-builder -a codexWhat dcf-model-builder does
For a regular DCF build, the skill runs scripts/build_banker_formula_workbook.py. Its main output is banker_formula_workbook.xlsx, starting with a Cover tab for the issuer, valuation, assumptions, and warnings. The run also creates a log, citation file, and manifest.
A deterministic export path handles bounded calculations and lightweight support runs. It takes a plan.json, which the skill checks with python3 scripts/validate_plan.py path/to/plan.json. Placeholder inputs, stale figures, or weak analyst estimates cap the result at screen-grade. Standalone workbook audits belong to the separate model-audit-tieout skill.
What it helps with
- Build a public-company DCF workbook in XLSX
- Refresh a valuation from a plan
- Test how assumptions affect the valuation
- Create a reverse DCF valuation
- Review a model run log for hard failures
Example prompts for the agent
- Build a public-company DCF from this plan and save the formula workbook under
output. - Refresh this DCF valuation and calculate sensitivities to its key assumptions.
- Create a reverse DCF valuation for this company.
How to install dcf-model-builder
1Skills CLI (Vercel)
npx skills add openai/plugins --skill dcf-model-builder -a codex2Manually: put the files in place
.agents/skills/dcf-model-builder/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add openai/plugins --skill dcf-model-builder -a claude-code2Manually: put the files in place
~/.claude/skills/dcf-model-builder/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/dcf-model-builder/
Manually: put the files in place
.cursor/skills/dcf-model-builder/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install openai/plugins dcf-model-builder2Manually: put the files in place
.github/skills/dcf-model-builder/SKILL.mdPlatform CLI
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/dcf-model-builderManually: put the files in place
.devin/skills/dcf-model-builder/SKILL.mdThe legacy .windsurf/skills/ path still works
Claude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: Codex skills: how to install, where they live, how to call them
Questions about dcf-model-builder
How do I install dcf-model-builder in Codex?
Run npx skills add openai/plugins --skill dcf-model-builder -a codex. The skill file is at .agents/skills/dcf-model-builder/SKILL.md.
What does dcf-model-builder do?
It creates or refreshes public-equity DCF models, values scenarios, and produces a formula-based XLSX workbook as the main deliverable.
What input does dcf-model-builder use?
Its preferred input is a schema-compliant plan.json. The skill validates the file with python3 scripts/validate_plan.py path/to/plan.json before building the model.
