excel-dcf-modeler

Name: excel-dcf-modeler
Rating: 67 (1 reviews)
Author: jeremylongshore

tessl i github:jeremylongshore/claude-code-plugins-plus-skills --skill excel-dcf-modeler

github.com/jeremylongshore/claude-code-plugins-plus-skills

Build discounted cash flow (DCF) valuation models in Excel. Use when creating DCF models, calculating enterprise value, or valuing companies. Trigger with phrases like 'excel dcf', 'build dcf model', 'calculate enterprise value'.

Review Score

67%

Validation Score

13/16

Implementation Score

42%

Activation Score

90%

SKILL.md

Review

Evals

Generated

11 days ago

Warnings & errors only

Criteria	Score
allowed_tools_field	'allowed-tools' contains unusual tool name(s)
metadata_version	'metadata' field is not a dictionary
frontmatter_unknown_keys	Unknown frontmatter key(s) found; consider removing or moving to metadata

Overall Assessment

This skill provides a reasonable high-level framework for DCF modeling but fails to deliver actionable, executable guidance. The instructions read like a finance textbook outline rather than concrete steps Claude can execute. The error handling table is a strength, but the core content lacks the specific Excel formulas, cell references, and validation steps needed to actually build a DCF model.

Suggestions

Add concrete Excel formulas for each step (e.g., '=FCF/(1+WACC)^year' for discounting, '=Terminal_FCF*(1+g)/(WACC-g)' for Gordon Growth)
Include a sample cell layout or table structure showing how the 4 sheets should be organized with specific cell references
Add validation checkpoints such as 'Verify: Sum of discounted FCFs + discounted TV = Enterprise Value' and 'Check: Terminal growth rate < WACC'
Replace abstract instructions like 'Build free cash flow projections' with specific formulas: 'FCF = EBIT*(1-Tax) + D&A - CapEx - ΔWC'

Dimension	Score	Reasoning
Conciseness	2/3	Content is reasonably efficient but includes some unnecessary elements like the prerequisites section (Claude knows Excel is needed for Excel tasks) and could tighten the instructions section which reads more like a checklist than actionable guidance.
Actionability	1/3	Instructions are vague and abstract - 'Build free cash flow projections' and 'Calculate terminal value using Gordon Growth Model' describe what to do but provide no concrete formulas, cell references, or executable Excel code. No actual Excel formulas or VBA code are provided.
Workflow Clarity	2/3	Steps are listed in logical sequence but lack validation checkpoints. For a financial model where errors compound, there should be explicit verification steps (e.g., 'verify FCF ties to income statement' or 'check WACC inputs against market data').
Progressive Disclosure	3/3	Good structure with clear sections, appropriate length for an overview skill, and well-signaled reference to external resources including a local formula templates file. Content is appropriately organized without being monolithic.

Overall Assessment

This is a well-structured skill description with strong trigger terms and clear 'when to use' guidance. The main weakness is that the 'what' portion could be more specific about the concrete actions involved in building a DCF model (e.g., projecting cash flows, calculating discount rates, terminal value calculations).

Suggestions

Expand the capabilities list to include specific DCF components: 'project free cash flows, calculate WACC, determine terminal value, build sensitivity tables'

Dimension	Score	Reasoning
Specificity	2/3	Names the domain (DCF valuation models in Excel) and the core action (build), but doesn't list multiple specific concrete actions like 'project cash flows, calculate WACC, determine terminal value, compute enterprise value'.
Completeness	3/3	Clearly answers both what (build DCF valuation models in Excel) and when (creating DCF models, calculating enterprise value, valuing companies) with explicit trigger phrases provided.
Trigger Term Quality	3/3	Includes good natural trigger terms users would say: 'excel dcf', 'build dcf model', 'calculate enterprise value', 'valuing companies', 'DCF models'. These cover common variations of how users would request this skill.
Distinctiveness Conflict Risk	3/3	Very specific niche combining DCF valuation with Excel. The trigger terms are distinct ('dcf', 'enterprise value', 'valuing companies') and unlikely to conflict with general Excel or other financial skills.