build-model

build-model is a skill for Claude Code, Codex from daloopa/investing. It costs 10 tokens per session (1,283 once invoked), scanned A, original, Apache-2.0.

A tool for building a multi-tab Excel financial model for a specified company, using company, financial-statement, and market data.

In plain words
What is it for?
Use it to create an .xlsx model with company setup, market metrics, historical quarters, income-statement data, and other available financial information.
Why use it?
It organizes the research and calculations needed for a company model instead of leaving the data collection and period setup to manual work.

Skill for Claude CodeCodex

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.

agentmods
npx agentmods add skills/daloopa/investing/build-model
Any agent
npx skills add daloopa/investing --skill build-model
Clone the repo
git clone --depth 1 https://github.com/daloopa/investing

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 build-model

README.md
[![agentmods](https://agentmods.dev/badge/skills/daloopa/investing/build-model.svg)](https://agentmods.dev/skills/daloopa/investing/build-model)
Your own site
<a href="https://agentmods.dev/skills/daloopa/investing/build-model"><img src="https://agentmods.dev/badge/skills/daloopa/investing/build-model.svg" alt="Measured on agentmods" height="20"></a>
Per session 10 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,283 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
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 $0.00010 $0.01283
Opus 5 $0.00005 $0.00642
Sonnet 5 $0.00002 $0.00257
Haiku 4.5 $0.00001 $0.00128

Measured 5d ago against content hash e6a5ed0d055e, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

build-model 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 5d 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.

.claude/skills/build-model/SKILL.md · 131 lines

How it starts

The opening of the file, as written. The whole thing — 131 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Build a comprehensive Excel financial model (.xlsx) for the company specified by the user: $ARGUMENTS

Before starting, read ../data-access.md for data access methods and ../design-system.md for formatting conventions. Follow the data access detection logic and design system throughout this skill.

This skill gathers all available financial data and builds a multi-tab Excel model from scratch using openpyxl.

Phase 1 — Company Setup

Look up the company by ticker using discover_companies. Capture:

  • company_id
  • latest_calendar_quarter — anchor for all period calculations (see ../data-access.md Section 1.5)
  • latest_fiscal_quarter
  • Firm name for report attribution (default: "Daloopa") — see ../data-access.md Section 4.5

Get current stock price, market cap, shares outstanding, beta, and trading multiples for {TICKER} (see ../data-access.md Section 2 for how to source market data).

Phase 2 — Comprehensive Data Pull

Calculate periods backward from latest_calendar_quarter. Pull as much data as Daloopa has for this company. Target 8-16 quarters.

Income Statement — search and pull all available:

  • Revenue / Net Sales
  • Cost of Revenue / COGS
  • Gross Profit
  • Research & Development
  • Selling, General & Administrative
  • Total Operating Expenses
  • Operating Income
  • Interest Expense / Income
  • Pre-tax Income
  • Tax Expense
  • Net Income
  • Diluted EPS
  • Diluted Shares Outstanding
  • EBITDA (or compute from Op Income + D&A)
  • D&A

Balance Sheet — search and pull all available:

  • Cash and Equivalents
  • Short-term Investments
  • Accounts Receivable
  • Inventory
  • Total Current Assets
  • PP&E (net)
  • Goodwill
  • Total Assets
  • Accounts Payable
  • Short-term Debt
  • Long-term Debt
  • Total Liabilities
  • Total Equity

Cash Flow — search and pull all available:

  • Operating Cash Flow
  • Capital Expenditures
  • Depreciation & Amortization
  • Acquisitions
  • Dividends Paid
  • Share Repurchases
  • Free Cash Flow (compute if not direct)

Segments:

  • Revenue by segment
  • Operating income by segment (if available)

Read the full file on GitHub · 131 lines

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. 5d ago First seen · 131 lines · 10 tokens per session scan A e6a5ed0d055e

Subscribe to this mod's changes

build-model is a skill published in the GitHub repository daloopa/investing (487 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 10 tokens to every session and 1,283 once invoked, about $0.0001 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.