Skills Overview - Valuation101

The skill graph

Valuation101 is composed of 19 skills that execute in a defined order. Each skill has explicit inputs, outputs, and dependencies.

Skill inventory

Data Collection (Phase 1–3)

Skill	Purpose	Inputs	Outputs
company-identifier	Resolve name/ticker to confirmed identity	Company name or ticker	CIK, ticker, legal name, sector
identify-required-statements	Determine which SEC filings are needed	Ticker, valuation date, fiscal calendar	`statements_required_{date}.json`
pull-raw-data	Download XBRL data from SEC EDGAR	CIK	`companyfacts.json`
parse-raw-data-to-filings	Parse raw JSON into per-filing extracts	`companyfacts.json`, statements list	`_raw.json` per filing
last-twelve-months	Compute trailing-12-month financials	Per-filing `_raw.json` files	`ltm_{date}.json`
last-10-k	Extract most recent annual financials	Primary 10-K `_raw.json`	`last_10k_{date}.json`

Valuation Engine (Phase 4–6)

Skill	Purpose	Inputs	Outputs
cost-of-capital	Compute WACC (3 methods)	LTM data, industry data, risk-free rate	WACC %, cost of equity, cost of debt
earnings-guidance	Extract forward guidance from earnings calls	Ticker, statements required	Revenue and margin guidance JSON
growth-and-profitability	Set 4 forecast variables with convergence curves	LTM data, industry benchmarks, guidance	10-year schedules for growth, margin, S/C, CoC
fcff-model	Run the DCF engine	All prior outputs + assumptions	Value per share, projection table

Adjustments (Optional)

Skill	Purpose	When used
r-and-d-converter	Capitalize R&D into research asset	R&D > 5% of revenue
lease-converter	Convert operating leases to debt	Material operating leases
employee-options	Value outstanding stock options	Company has employee options outstanding
failure-rate	Estimate probability of failure	All companies (adjusts final value)

Output (Phase 7+)

Skill	Purpose	Inputs	Outputs
fcff	Orchestrate the full pipeline	Company name + mode	End-to-end valuation
diagnostics	Sanity-check the valuation	Completed valuation output	6-point diagnostic report
valuation-report	Generate formatted report	Completed valuation output	`.docx` report
case-study-generator	Generate docs site case study	Completed valuation spreadsheet	`.mdx` case study + SVG charts

Experimental

Skill	Purpose	Status
llm-classifier	LLM-based curve type classifier for forecast variables	Placeholder — rule-based fallback in use

For AI agents

Every skill page includes structured frontmatter with machine-parseable fields:

skill_id: cost-of-capital
phase: 5
inputs: [LTM data, industry averages, risk-free rate]
outputs: [WACC (%), cost of equity, cost of debt, weights]
depends_on: [last-twelve-months, last-10-k]
feeds_into: [growth-and-profitability, fcff-model]

Access /llms.txt for a curated index or /llms-full.txt for the complete documentation in a single file.

​The skill graph

​Skill inventory

​Data Collection (Phase 1–3)

​Valuation Engine (Phase 4–6)

​Adjustments (Optional)

​Output (Phase 7+)

​Experimental

​For AI agents