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Add WACC builder skill to financial-analysis vertical - #286

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HumphreySun98:add-wacc-builder-skill
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Add WACC builder skill to financial-analysis vertical#286
HumphreySun98 wants to merge 1 commit into
anthropics:mainfrom
HumphreySun98:add-wacc-builder-skill

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What

Adds a new wacc-builder skill under the financial-analysis vertical. It derives a defensible, fully auditable weighted-average cost of capital (WACC) as a standalone, reusable step that can feed the existing dcf-model, lbo-model, and comps-analysis skills.

Why

Today WACC is computed inline inside dcf-model. Pulling it into a dedicated skill adds:

  • Reuse — one vetted discount rate shared across DCF, LBO, and comps, instead of re-deriving it per model.
  • Auditability — a single cost-of-capital worksheet where every input carries a source and an as-of date.
  • Rigor — an explicit peer-beta unlever → relever build for names whose own beta is noisy, newly listed, or capital-structure-distorted, plus optional size / country-risk premia and a deliberate target-vs-current structure choice.

What's in it

  • A 6-step methodology: peer beta unlever/relever → CAPM cost of equity → after-tax cost of debt → market-value weights → WACC → ±0.5% sensitivity band.
  • Follows repo conventions: MCP-first data-source priority, Correct Patterns / Common Mistakes sections, and the decision-support / human-sign-off guardrail (no investment recommendations).
  • Hands off cleanly to dcf-model / lbo-model, and to xlsx-author for an Excel worksheet.

Validation

  • python3 scripts/sync-agent-skills.py → clean.
  • python3 scripts/check.pyOK — 80 file(s) checked, 0 issues.
  • The pre-commit hook auto-bumped financial-analysis plugin.json 0.1.1 → 0.1.2.

Frontmatter is name + description only, matching existing vertical skills. The new skill is not bundled into any agent, so there is no sync drift and no manifest change beyond the automatic version bump.

Adds a reusable, auditable cost-of-capital (WACC) skill under the
financial-analysis vertical that can feed the dcf-model, lbo-model, and
comps-analysis skills.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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