mirror of
https://github.com/NousResearch/hermes-agent.git
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fce58cbe2e
Adds 7 optional skills under optional-skills/finance/ adapted from
anthropics/financial-services (Apache-2.0):
excel-author — openpyxl conventions: blue/black/green cells,
formulas over hardcodes, named ranges, balance
checks, sensitivity tables. Ships recalc.py.
pptx-author — python-pptx for model-backed decks (pitch,
IC memo, earnings note) that bind every number
to a source workbook cell.
dcf-model — institutional DCF (49KB skill): projections,
WACC, terminal value, Bear/Base/Bull scenarios,
5x5 sensitivity tables. Ships validate_dcf.py.
comps-analysis — comparable company analysis: operating metrics,
multiples, statistical benchmarking.
lbo-model — leveraged buyout: S&U, debt schedule, cash
sweep, exit multiple, IRR/MOIC sensitivity.
3-statement-model — fully-integrated IS/BS/CF with balance-check
plugs. Ships references/ for formatting,
formulas, SEC filings.
merger-model — accretion/dilution analysis for M&A.
All seven are optional (not active by default). Users install via
'hermes skills install official/finance/<skill>'.
Hermesification:
- Stripped every Office JS / Office Add-in / mcp__office__*
branch — skills assume headless openpyxl only.
- Replaced Cowork MCP data-source instructions with 'MCP first (via
native-mcp), fall back to web_search/web_extract against SEC EDGAR
and user-provided data'.
- Swapped Claude tool references (Bash, Read, Write, Edit, mcp__*)
for Hermes-native equivalents and Python library calls.
- Canonical Hermes frontmatter (name/description/version/author/
license/metadata.hermes.{tags,related_skills}).
- Descriptions tightened to 187-238 chars, trigger-first.
- Attribution preserved: author field credits 'Anthropic (adapted by
Nous Research)', license: Apache-2.0, each SKILL.md links back to
the upstream source directory.
Verification:
- All 7 discovered by OptionalSkillSource with source_id='official'
- Bundle fetch includes support files (scripts, references, troubleshooting)
- related_skills cross-refs all resolve within the bundle
- No Claude product / Cowork / Office JS / /mnt/skills leakage
remains in body text (bounded mentions only in attribution blocks)
Source: https://github.com/anthropics/financial-services (Apache-2.0)
40 lines
1.5 KiB
Markdown
40 lines
1.5 KiB
Markdown
# DCF Model Troubleshooting Guide
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**When to read this file:** If recalc.py shows errors OR valuation results seem unreasonable OR case selector not working properly.
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## Model Returns Error Values
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### #REF! Errors
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- Usually caused by formulas referencing wrong rows after headers were inserted
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- Solution: Rebuild with correct row references, or start over following layout planning
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- Prevention: Define all row positions BEFORE writing formulas
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### #DIV/0! Errors
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- Division by zero or empty cells
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- Solution: Add IF statements to handle zeros: `=IF([Divisor]=0,0,[Numerator]/[Divisor])`
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### #VALUE! Errors
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- Wrong data type in calculation (text instead of number)
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- Solution: Verify all inputs are formatted as numbers
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## Valuation Seems Unreasonable
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### Implied price far too high
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- Check terminal value isn't >80% of EV
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- Verify terminal growth < WACC
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- Review if growth assumptions are realistic
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- Consider if margins are too optimistic
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### Implied price far too low
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- Verify net debt vs net cash is correct
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- Check if WACC is too high
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- Review if projections are too conservative
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- Consider if terminal growth is too low
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## Case Selector Not Working
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### Consolidation column not updating when switching scenarios
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- Verify case selector cell contains 1, 2, or 3
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- Check INDEX/OFFSET formulas reference correct row range and selector cell
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- Ensure absolute references ($B$6) are used for selector
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- Test by manually changing the selector cell and verifying projection values update
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