Excel Analyst Pro

Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration.

Build DCF models, LBO analysis, variance reports, and pivot tables using natural language. No formulas to remember, no manual Excel work—just describe what you need.

🚀 Features

Auto-Invoked Skills

• DCF Modeler: Build discounted cash flow valuation models with projections, WACC, and sensitivity analysis
• LBO Modeler: Create leveraged buyout models with debt schedules, cash flow waterfalls, and IRR calculations
• Variance Analyzer: Automate budget vs actual analysis with flagging, commentary, and executive summaries
• Pivot Wizard: Generate pivot tables and charts from raw data using natural language

Key Benefits

• ✅ Natural Language: Just describe what you want—no Excel formulas to remember
• ✅ Auto-Invoked: Claude automatically detects when to use each Skill
• ✅ Investment Banking Grade: Follows IB best practices and standards
• ✅ Local Processing: No cloud upload—all Excel work happens locally
• ✅ Token Efficient: Skills load only when relevant (50% cheaper than MCP alone)
• ✅ Team Standardization: Everyone uses the same best practices

📦 Installation

Prerequisites

• Claude Code 1.0+
• Node.js 18+

Quick Install

/plugin install excel-analyst-pro@claude-code-plugins

This will automatically:

1. Install the plugin
2. Configure @negokaz/excel-mcp-server
3. Load all 4 Skills into Claude Code
4. Add slash commands

🎯 Usage

DCF Valuation Model

Just ask in natural language:

You: "Create a DCF model for Tesla"

Claude: I'll build a DCF valuation model for Tesla. Let me gather some inputs.

What base year revenue should we use for Tesla?
(For reference, Tesla's 2023 revenue was approximately $96.8B)

You: $96.8 billion

Claude: Great! What revenue growth rates should we assume for Years 1-5?

You: 25%, 20%, 15%, 12%, 10%

Claude: [Builds complete DCF model with 4 sheets]

✅ DCF Model Complete!

📊 Valuation Results:
…

That's it! No Excel formulas, no manual work.

LBO Analysis

You: "Build an LBO model for a $50M EBITDA software company"

Claude: I'll create an LBO model. What entry multiple should we assume?
(Software companies typically trade at 10-15x EBITDA)

You: 12x

Claude: [Builds complete LBO model with 6 sheets]

✅ LBO Model Complete!

📊 Base Case Returns (5-year hold, 12x exit):
- Exit Equity Value: $1,124M
- Money-on-Money: 4.2x
- IRR: 34.2%

📁 Model saved to: Software_LBO_Model.xlsx

Variance Analysis

You: "Analyze Q1 budget vs actual"

Claude: [Analyzes data and generates report]

✅ Variance Analysis Complete!

🔴 CRITICAL VARIANCES:
- EBITDA: $270K vs $450K (-40.0%) - $180K under
- Operating Expenses: $840K vs $750K (+12.0%) - $90K over

📁 Report saved to: Q1_2025_Variance_Analysis.xlsx

Pivot Tables

You: "Show sales by region and product category"

Claude: [Creates pivot table and visualization]

✅ Pivot Table Created!

Top Insights:
1. West region leads with $1.45M (30.3% of total)
2. Electronics is #1 category at $1.70M (35.6%)
3. Northeast + Electronics = $400K (highest cell)

Visualization: Added column chart comparing regions

FREE Financial Data Sources: No Bloomberg Required

Get company financials, market data, and economic indicators for your models - all free, no $24K/year Bloomberg subscription.

Quick Comparison

Annual Savings: $25K-74K for professional-grade model inputs.

Why Free Data Works for Financial Modeling

For DCF Models:

• Revenue/EBITDA: SEC 10-K/10-Q filings (FREE)
• Stock prices: Yahoo Finance (FREE)
• Risk-free rate: FRED (Federal Reserve, FREE)
• Beta: Calculated from Yahoo Finance data (FREE)

For LBO Models:

• Entry valuation: SEC filings + Yahoo Finance (FREE)
• Debt terms: Company 10-K disclosure (FREE)
• Comparable multiples: Public comps from Yahoo Finance (FREE)