creating-financial-models

creating-financial-models is a skill for Claude Code, Codex from anthropics/claude-cookbooks. It costs 32 tokens per session (992 once invoked), scanned A, original, MIT.

A financial-modeling workflow for investment analysis, valuation, and risk assessment. It includes discounted cash flow valuation, assumption sensitivity checks, randomised scenario simulations, and best-, base-, and worst-case planning.

In plain words
What is it for?
Use it with historical financial statements, growth assumptions, and operating-margin projections to build valuations, test important inputs, compare scenarios, and estimate outcome probabilities.
Why use it?
It helps examine how assumptions and uncertainty affect a company’s estimated value and possible outcomes.

Skill for Claude CodeCodex ✓ vendor

Written for no agent in particular: nothing here depends on one.

Good fit Use it with historical financial statements, growth assumptions, and operating-margin projections to build valuations, test important inputs, compare scenarios, and estimate outcome probabilities.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/anthropics/claude-cookbooks/creating-financial-models
About the project

Claude Cookbooks is a collection of code examples and guides that show developers how to build applications with the Claude API. Users consult its notebooks and recipes to learn techniques such as classification and retrieval-augmented generation. The catalogue add-ons provide commands, skills, agents, hooks, settings, and instructions related to using these examples.

anthropics/claude-cookbooks · 52,594 stars · on GitHub

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.

Any agent
npx skills add anthropics/claude-cookbooks --skill creating-financial-models
Clone the repo
git clone --depth 1 https://github.com/anthropics/claude-cookbooks

Made for: Claude Code, Codex.

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 creating-financial-models

README.md
[![agentmods](https://agentmods.dev/badge/skills/anthropics/claude-cookbooks/creating-financial-models/github.svg)](https://agentmods.dev/skills/anthropics/claude-cookbooks/creating-financial-models)
Your own site
<a href="https://agentmods.dev/skills/anthropics/claude-cookbooks/creating-financial-models"><img src="https://agentmods.dev/badge/skills/anthropics/claude-cookbooks/creating-financial-models/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for creating-financial-models

Your own site · 80×15
<a href="https://agentmods.dev/skills/anthropics/claude-cookbooks/creating-financial-models"><img src="https://agentmods.dev/badge/skills/anthropics/claude-cookbooks/creating-financial-models.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 32 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 992 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. Third-party audits
  • Snyk pass 7 Sept 2026
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Excessive Agency · line 161
    Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.
    Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
How audits are shown
Origin original No closer match found 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 $0.00032 $0.00992
Opus 5 $0.00016 $0.00496
Sonnet 5 $0.00006 $0.00198
Haiku 4.5 $0.00003 $0.00099

Measured 11d ago against content hash c6fd5ad7cb6d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

creating-financial-models 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 11d ago.

The scan reads SKILL.md. This mod also ships 2 executable files (dcf_model.py, sensitivity_analysis.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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

Copies of this mod

8 near-identical copies found in the catalogue:

skills/custom_skills/creating-financial-models/SKILL.md · 174 lines

How it starts

The opening of the file, as written. The whole thing — 174 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Financial Modeling Suite

A comprehensive financial modeling toolkit for investment analysis, valuation, and risk assessment using industry-standard methodologies.

Core Capabilities

1. Discounted Cash Flow (DCF) Analysis

  • Build complete DCF models with multiple growth scenarios
  • Calculate terminal values using perpetuity growth and exit multiple methods
  • Determine weighted average cost of capital (WACC)
  • Generate enterprise and equity valuations

2. Sensitivity Analysis

  • Test key assumptions impact on valuation
  • Create data tables for multiple variables
  • Generate tornado charts for sensitivity ranking
  • Identify critical value drivers

3. Monte Carlo Simulation

  • Run thousands of scenarios with probability distributions
  • Model uncertainty in key inputs
  • Generate confidence intervals for valuations
  • Calculate probability of achieving targets

4. Scenario Planning

  • Build best/base/worst case scenarios
  • Model different economic environments
  • Test strategic alternatives
  • Compare outcome probabilities

Input Requirements

For DCF Analysis

  • Historical financial statements (3-5 years)
  • Revenue growth assumptions
  • Operating margin projections
  • Capital expenditure forecasts
  • Working capital requirements
  • Terminal growth rate or exit multiple
  • Discount rate components (risk-free rate, beta, market premium)

For Sensitivity Analysis

  • Base case model
  • Variable ranges to test
  • Key metrics to track

For Monte Carlo Simulation

  • Probability distributions for uncertain variables
  • Correlation assumptions between variables
  • Number of iterations (typically 1,000-10,000)

For Scenario Planning

  • Scenario definitions and assumptions
  • Probability weights for scenarios
  • Key performance indicators to track

Output Formats

DCF Model Output

  • Complete financial projections
  • Free cash flow calculations
  • Terminal value computation
  • Enterprise and equity value summary
  • Valuation multiples implied
  • Excel workbook with full model

Read the full file on GitHub · 174 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 11d ago First seen · 174 lines · 32 tokens per session scan A c6fd5ad7cb6d

Subscribe to this mod's changes

creating-financial-models is a skill published in the GitHub repository anthropics/claude-cookbooks (52,594 stars, last pushed 7d ago), licensed MIT. It adds 32 tokens to every session and 992 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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