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DCF Valuation Model

Build a real discounted cash flow model in Excel from filings and estimates.

Official Anthropicby AnthropicChecked October 18, 2026

From Anthropic's Financial Services plugins, this skill builds institutional-style DCF models. It retrieves financial data, projects cash flows, researches the cost of capital and outputs an Excel model with sensitivity tables and a summary.

Who it is for

  • Financial analysts
  • Investment bankers
  • Finance students
  • Investors

Prompts to try

Once the skill is installed, ask for the result in plain words. Claude picks the skill up on its own.

Prompt 1
Build a DCF model for Costco with a five year forecast
Prompt 2
What's the intrinsic value of this company? Show your WACC assumptions
Prompt 3
Create a DCF in Excel with sensitivity tables for growth and discount rate

How to install it

In Claude Code

  1. claude plugin marketplace add anthropics/financial-services
  2. claude plugin install financial-analysis@claude-for-financial-services

In Claude.ai

Zip the financial-analysis plugin folder from the repo and upload it under Customize > Plugins > Add > Upload plugin.

Good to know

The same marketplace offers comps, LBO, three-statement and pitch deck skills. Not investment advice.

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How we checked it

Confirmed SKILL.md at plugins/vertical-plugins/financial-analysis/skills/dcf-model/SKILL.md in anthropics/financial-services via the GitHub API; skill folder last changed 2026-05-05, repo has 40,184 stars and was pushed 2026-09-21.

Source: github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/dcf-model