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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)
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1.5 KiB
DCF Model Troubleshooting Guide
When to read this file: If recalc.py shows errors OR valuation results seem unreasonable OR case selector not working properly.
Model Returns Error Values
#REF! Errors
- Usually caused by formulas referencing wrong rows after headers were inserted
- Solution: Rebuild with correct row references, or start over following layout planning
- Prevention: Define all row positions BEFORE writing formulas
#DIV/0! Errors
- Division by zero or empty cells
- Solution: Add IF statements to handle zeros:
=IF([Divisor]=0,0,[Numerator]/[Divisor])
#VALUE! Errors
- Wrong data type in calculation (text instead of number)
- Solution: Verify all inputs are formatted as numbers
Valuation Seems Unreasonable
Implied price far too high
- Check terminal value isn't >80% of EV
- Verify terminal growth < WACC
- Review if growth assumptions are realistic
- Consider if margins are too optimistic
Implied price far too low
- Verify net debt vs net cash is correct
- Check if WACC is too high
- Review if projections are too conservative
- Consider if terminal growth is too low
Case Selector Not Working
Consolidation column not updating when switching scenarios
- Verify case selector cell contains 1, 2, or 3
- Check INDEX/OFFSET formulas reference correct row range and selector cell
- Ensure absolute references ($B$6) are used for selector
- Test by manually changing the selector cell and verifying projection values update