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

Use it to create an .xlsx model with company setup, market metrics, historical quarters, income-statement data, and other available financial information.

It organizes the research and calculations needed for a company model instead of leaving the data collection and period setup to manual work.

How daloopa/investing configures Claude Code

Reuse

Borrowing it

Nothing to install: this file belongs to daloopa/investing. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file

curl -O https://raw.githubusercontent.com/daloopa/investing/main/.claude/skills/build-model/SKILL.md

Clone the repo

git clone --depth 1 https://github.com/daloopa/investing

Made for: Claude Code.

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.

README.md

[![agentmods](https://agentmods.dev/badge/skills/daloopa/investing/build-model/github.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/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.

Your own site · 80×15

<a href="https://agentmods.dev/skills/daloopa/investing/build-model"><img src="https://agentmods.dev/badge/skills/daloopa/investing/build-model.svg" alt="Reviewed on agentmods" width="80" 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. A grade says what 26 rules found in the file — not that it is safe. Third-party audits

NVIDIA SkillSpector pass 7 Sept 2026

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.

Model	Per session	Once invoked
Fable 5.1	$0.00010	$0.01283
Opus 5.5	$0.00004	$0.00513
Sonnet 5.5	$0.00002	$0.00257
Haiku 4.5	$0.00001	$0.00128

Measured 2mo ago against content hash e6a5ed0d055e, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, 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 2mo 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.

2mo 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 (488 stars, last pushed 8d ago), licensed Apache-2.0. It adds 10 tokens to every session and 1,283 once invoked, about $0.0000 per session on Opus 5.5. 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.

Documents Finance and fintech Spreadsheets

build-model next to 6 skills from other repositories
Mod	Type	Stars	Last push	Licence	Scan	Tokens	Works with
build-modeldaloopa/investing	Skill	488	8d ago	Apache-2.0	A	10	Claude Code
dcf-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	14	Claude Code, Codex
comps-analysisNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	13	Claude Code, Codex
lbo-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	19	Claude Code, Codex
lbo-modelanthropics/financial-services	Skill	41k	9d ago	Apache-2.0	A	57	Claude Code
3-statement-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	18	Claude Code, Codex
merger-modelNousResearch/hermes-agent	Skill	261k	yesterday	MIT	A	18	Claude Code, Codex

investing: Skill for Claude Code