A Claude AI Skill for Financial Modeling

A Claude AI skill that creates 13-sheet integrated financial models with DCF valuation. Free to download.

Last month, an equity research analyst reached out with an unusual request.

Unusual because of who he was. Two decades of building financial models. Covered sectors across the market. Trained junior analysts. The kind of analyst who can spot red flags in a balance sheet before the auditors do.

Yet here he was, asking about AI.

Not skeptically. More like someone who’d been watching from the sidelines and finally decided to step onto the field.

“I’ve built thousands of models,” he said. “I know how to do this. But I don’t want to spend six hours on what should take one. I don’t want to chase formula errors at midnight anymore.”

Then he said something that stuck with me.

“Building the model isn’t the hard part. Anyone can learn that in thirty days. The hard part is knowing what questions to ask once it’s built. That’s where twenty years shows up. That’s what I should be spending my time on.”

He was right.

Extracting numbers, linking formulas, debugging why the balance sheet doesn’t balance, none…