| name | dcf |
| multi_ticker_semantics | target_with_optional_peers |
| description | DCF valuation model, discounted cash flow, intrinsic value, WACC calculation, terminal value, free cash flow projection, equity value per share, DCF sensitivity analysis, unlevered free cash flow, present value calculation, build a DCF |
| temporal_scope | {"default_quarters":4,"max_quarters":12,"description":"Typical lookback: 4 quarters, max: 12"} |
| allowed_tools | ["search_companies","search_xbrl_facts","get_company_financials","get_company_profile","search_earnings_calendar","list_xbrl_concepts","search_documents","search_sec_filings","read_source_outline","read_source_deep_outline","read_source_pages","search_keyword_in_source","search_cross_period","batch_search","get_statement_structure","xlsx-read"] |
| retrieval_scope | unstructured_document_search |
| min_tool_diversity | 5 |
Preflight
Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.
Triggers
- analyze dcf model
- run dcf model analysis
- produce dcf model report
- dcf model breakdown
- dcf model deep dive
- build a dcf model
- assess dcf model
- quantify dcf model
- compare dcf model across peers
- review dcf model for
- generate dcf model on
- dcf model for investment decision
Defaults
| Parameter | Default | Notes |
|---|
| lookback_years | 3 | Historical data window |
| include_peers | false | Whether to surface a peer comparison block |
Methodology
Retrieval Scope
This skill performs unstructured document search at scale across SEC filings (10-K, 10-Q, 8-K). The three-layer agent-use-ready retrieval protocol (Document Discovery → Page Map → Deep Read) applies to all unstructured document search at scale.
Retrieval Strategy
See contracts/retrieval.md for the canonical decision tree; skill-specific retrieval detail is in references/methodology.md.
Temporal Scope
Default: 12 fiscal quarters (max 20). Financial modeling: trailing 12 quarters (3 fiscal years) for long-range projection inputs.
Tool Allowlist
See frontmatter allowed_tools.
Protocol
Step-by-step execution detail is in references/methodology.md.
Deliverable Chain
Inputs → Build → Validate → Output → Next
- Inputs: resolved ticker +
search_xbrl_facts (Income Statement, Balance Sheet, Cash Flow) + get_company_financials + get_realtime_quote for current price.
- Build: write a self-contained Python script using that creates the DCF workbook (projections, WACC, terminal value, sensitivity tables) per . Execute via . Verify the exists. If fails, fall back to summary with (see ).
