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Value a public company's equity end-to-end (FCFE at CAPM cost of equity) with an IB deal team — multi-year EDGAR data, scenario forecasting, Monte-Carlo DCF, dual-source comps, a verification gate, and an investment-committee sign-off. Run `/valuation <cik|ticker>`.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
Value a public company end-to-end from its CIK or ticker. Run `/valuation <cik|ticker>`. Orchestrates EDGAR fetch, three parallel valuation lanes (Monte-Carlo DCF, dual-source comparables, qualitative/risk), and reconciliation into a fair-value median + P10–P90, benchmarked against the real market price.
Generate a professional 2-page report on a publicly-traded company as a self-contained HTML website. Given a company name, orchestrates five subagents in order (Generalist, Data Retriever, Data Scientist, Financial Analyst, Report Writer) — pulling the latest 10-K from SEC EDGAR, cleaning the financials, analyzing them, and writing the report. Use when the user asks for a company report, equity write-up, or 10-K-based analysis. Triggers include "write a report on <company>", "company report for <X>", "/company-report".
One sentence on what this command does and when to invoke it. Usage /my-skill "<arg>"
Answer a question about the bundled NovaCorp filings, grounded and graded. Usage /ask "<question>"
Route a research question, gather grounded evidence, and write a cited brief. Usage /brief "<question>"
Run a finance text task through the general and finance-domain classifiers, score both against gold labels, and report which wins and why. Usage /compare
| name | valuation |
| description | Value a public company's equity end-to-end (FCFE at CAPM cost of equity) with an IB deal team — multi-year EDGAR data, scenario forecasting, Monte-Carlo DCF, dual-source comps, a verification gate, and an investment-committee sign-off. Run `/valuation <cik|ticker>`. |
Argument: a ticker (e.g. MSFT) or CIK. Pick a SEED (default 0) and reuse it. Pick DATE = today's date YYYY-MM-DD (you supply it; tools never call the clock).
Announce: "Using the valuation skill to value ."
Start each run from a fresh trace: empty data/trace.jsonl.
Resolve the ticker→CIK by running python tools/edgar_fetch.py --ticker <ARG> (or --cik). Capture the resolved CIK, TICKER, entity. Write data/<CIK>/request.json = {"cik": <CIK>, "ticker": <TICKER>, "company_name": <entity>}. Every downstream artifact will be checked against this. If the resolved entity is not the company requested, STOP.
Dispatch concurrently:
financials.json (multi-year).market_data.json (β, cost of equity).python tools/market_price.py --ticker <TICKER> --cik <CIK> → data/<CIK>/market.json (the live market price, written only because --cik is passed). This is a benchmark only — it is read by build_report.py for the headline comparison and must never be fed into any valuation lane (DCF, comps, or reconciliation).Dispatch forecast-analyst (CIK) → forecast.json (bull/base/bear) + backtest.json (grade).
Dispatch concurrently (blind to each other):
dcf_result.json, sensitivity.json, scenario point values.comps_llm.json, comps_embedding.json.lane_weights.Dispatch verification-analyst (CIK) → verification.json. If status == FAIL, the failing lanes will render UNAVAILABLE and the run is review_required. Never fabricate a missing lane.
Run python tools/reconcile.py --fcfe data/<CIK>/dcf_result.json --comps data/<CIK>/comps_llm.json --comps data/<CIK>/comps_embedding.json --scenarios '<bull/base/bear JSON>' --weights '<lane_weights>' --cik <CIK> --ticker <TICKER> --seed <SEED> → final.json. Omit a --comps whose lane failed verification.
Dispatch investment-committee (CIK) → APPROVE / FLAG.
Run python tools/build_report.py --cik <CIK> --ticker <TICKER> --date <DATE> → reports/<TICKER>-<DATE>.{md,html}.
Print: <TICKER> equity fair value ≈ $<median>/share (P10–P90 $<p10>–$<p90>); market $<price> (Δ <±k%>) plus VERIFICATION: <PASS|FAIL> and the IC decision, followed by both report paths.
review_required and the report shows UNAVAILABLE — never an invented number.