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Quantitative Valuation

Checked
joellewis·vlatest·data·MIT

This skill calculates financial valuations using quantitative models, providing data-driven insights for investment decisions and asset analysis.

Repository

Install on your platform

Showing Claude Code. One command installs this skill into any of the agents below.

  1. 1

    Run this in your project

    terminal
    $ npx skills add joellewis/finance_skills --skill quantitative-valuation -a claude-code

  2. Uses the open-source skills CLI and needs Node.js. Add -g to install it for your user instead of this project.

What we know about this skill

Publisher

joellewis

Taken from the source listing. We haven't verified who controls this account.

Install target

Live repository

Not pinned. Installing fetches whatever the repository holds at the time you run the command.

No human has reviewed this code. The checks below are a static scan of the files at one commit — nobody has run this skill or judged whether it works. A skill runs with whatever access you give your agent, so read the source before you install it.

Automated safety checks

scanned

This skill passed all 6 checks. We read its files at one commit and looked for the things that make a skill dangerous to run — not for whether it works.

  • Declares what it does: passed

    SKILL.md parses and declares a name and a description.

    SKILL.md exists, its frontmatter parses, and it declares a name and a description.

  • No undeclared network calls: passed

    Makes no network calls.

    Every host the skill dials — from its scripts, its config endpoints or the commands it tells the agent to run — is either well-known package and API infrastructure or declared in its own frontmatter. Links in documentation are not counted.

  • No obfuscated payloads: passed

    No encoded or obfuscated payloads.

    No base64, hex or compressed blob is decoded and then executed, and no encoded shell commands.

  • No credential access: passed

    Reads no keys, tokens, keychains or credential files.

    Neither the code nor the SKILL.md instructions read SSH keys, cloud credentials, keychains, token stores, browser cookie databases or dotfiles that hold secrets.

  • No pipe-to-shell installers: passed

    No pipe-to-shell or download-and-run installers.

    No `curl … | sh` pattern, in the code or in the instructions, that runs code fetched at run time.

  • Pinned to a commit: passed

    Scanned joellewis/finance_skills at 5c498eacf7.

    The exact upstream commit SHA that was scanned is recorded, so the result refers to specific bytes.

Commit
5c498eacf7
Manifest
plugins/wealth-management/skills/quantitative-valuation/SKILL.md
Scanned
2 files, 895 lines
This is a static scan, not a review. It reads the skill's files; it does not run them, and it cannot tell you whether the skill is any good or whether the code does what its description says. A skill runs with whatever access you give your agent.
What each check looks for →

About this skill

What it does

This skill enables AI agents to perform quantitative valuation of assets. It can calculate intrinsic value based on discounted cash flow analysis, estimate fair market price using comparable company analysis, and generate financial models for investment decision-making. The agent can also analyze financial statements to derive key valuation metrics.

When to use it

  • Investment Analysis: Determine if a stock is undervalued or overvalued before making an investment.
  • Mergers & Acquisitions (M&A): Assess the potential value of a target company during M&A negotiations.
  • Financial Modeling: Build financial models for forecasting future performance and valuation scenarios.
  • Portfolio Management: Evaluate asset allocation strategies based on quantitative valuation metrics.

Key capabilities

  • Discounted Cash Flow (DCF) analysis
  • Comparable Company Analysis
  • Financial statement analysis
  • Generation of financial models
  • Valuation metric calculation

Example prompts

  • "Perform a DCF valuation for Apple, using a discount rate of 8%."
  • "What is the fair market price of Tesla based on comparable company analysis?"
  • "Create a five-year financial model for Microsoft, projecting revenue growth and profitability."

Tips & gotchas

The accuracy of valuations depends heavily on the quality of input data. Ensure that the agent has access to reliable financial statements and market data for best results.