dcf

dcf is a command for Claude Code from godisego/hot-money. It costs 36 tokens per session (440 once invoked), scanned A, a copy of dcf, MIT.

A discounted cash flow valuation command, which estimates what a company may be worth from its expected future cash generation. It calculates projected free cash flow, discount rates, terminal value, equity value, and value per share.

In plain words
What is it for?
Use it to estimate a stock’s intrinsic value, compare it with the market price, and assess the margin of safety. It includes a 10-year cash-flow forecast and a 5-by-5 sensitivity table.
Why use it?
It turns business assumptions about growth, debt, and risk into a structured valuation. The sensitivity table shows how the result changes when key assumptions change.

Command for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the stock-deep-analyzer plugin — 4 skills, 15 commands, 1 agent, 1 hook shipped together

Good fit Use it to estimate a stock’s intrinsic value, compare it with the market price, and assess the margin of safety. It includes a 10-year cash-flow forecast and a 5-by-5 sensitivity table.

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Install with agentmods
npx agentmods add commands/godisego/hot-money/dcf
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/godisego/hot-money

Made for: Claude Code.

Or install stock-deep-analyzer, the plugin that ships this one along with the rest of its 4 skills, 15 commands, 1 agent, 1 hook.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for dcf

README.md
[![agentmods](https://agentmods.dev/badge/commands/godisego/hot-money/dcf.svg)](https://agentmods.dev/commands/godisego/hot-money/dcf)
Your own site
<a href="https://agentmods.dev/commands/godisego/hot-money/dcf"><img src="https://agentmods.dev/badge/commands/godisego/hot-money/dcf.svg" alt="Measured on agentmods" height="20"></a>
Per session 36 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 440 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00036 $0.00440
Opus 5 $0.00018 $0.00220
Sonnet 5 $0.00007 $0.00088
Haiku 4.5 $0.00004 $0.00044

Measured 7d ago against content hash eef8ba8ab1ab, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

dcf scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to dcf — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

commands/dcf.md · 44 lines

What it actually says

/dcf <股票代码或名称>

对目标股票做完整的 DCF 估值,按照 JPMorgan / Goldman / Morgan Stanley 投行标准。

工作流

  1. 解析股票代码(002273.SZ / 00700.HK / AAPL 等)
  2. 拉取基础数据:python skills/deep-analysis/scripts/fetch_basic.py <ticker>
  3. 提取特征:from lib.stock_features import extract_features
  4. 调用 DCF:
    from lib.fin_models import compute_dcf
    dcf = compute_dcf(features, assumptions={
        "stage1_growth": 0.10,
        "stage2_growth": 0.05,
        "terminal_g": 0.025,
        "target_debt_ratio": 0.30,
    })
    
  5. 展示结果:
    • WACC 分解(k_e / k_d / weights)
    • 10 年 FCF 预测(显式期 5 + 过渡期 5)
    • 终值 + PV 折现
    • EV → 净债 → 股权 → 每股内在价值
    • 安全边际 % 和结论(深度低估/合理/高估)
    • 5×5 敏感性表(WACC ±200bp × 终值 g ±100bp),中心格等于基础案例

A 股默认参数(可覆盖)

  • 无风险利率 2.5%(10Y 国债)
  • 股权风险溢价 6%
  • 标准税率 25%(高新 15%)
  • Beta 1.0
  • 终值永续 2.5%

方法论参考

skills/deep-analysis/references/fin-methods/README.md

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 44 lines · 36 tokens per session scan A eef8ba8ab1ab

Subscribe to this mod's changes

dcf is a command published in the GitHub repository godisego/hot-money (2 stars, last pushed 4mo ago), licensed MIT. It adds 36 tokens to every session and 440 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to dcf, differing in 0 lines, and is treated as a copy.