Построение финансовой модели с помощью ИИ (Claude AI)

In this lesson, we'll explore how to use Claude in Excel to build a financial model and valuate a company based on the Fix Price case study. We'll demonstrate the entire process: from preparing a prompt and reading the source data to forecasting three financial reporting forms, calculating a DCF model, and creating sensitivity tables. We'll also examine where the AI ​​performs well, where it makes mistakes, and which areas require manual rechecking. Finally, we'll conclude by examining how much this approach actually saves the analyst time and what tasks it's already suitable for in practice. Continue reading in the "AI for Finance and Investments" course: https://sfclck.ru/sV2tZx Contents: 00:00 Introduction 00:13 Why use AI for financial models 01:26 Claude in Excel: What is this tool? 01:52 What you need: an account, Pro, and MS Office 05:05 Analysis of the Fix Price valuation case and file structure 08:26 Where the model gets complicated: three reporting forms, debt, and IFRS 16 10:44 How to formulate a prompt for Claude in Excel 15:12 Claude begins building the model 19:50 Forecasting working capital, debt, and leases 22:45 Checking cash flow and finding errors in the balance sheet 25:09 DCF, WACC, and share price calculation 28:02 Refinement of the model and sensitivity table 32:19 Checking the result using the market price of Fix Price Price 38:12 Which drivers most influence the grade 45:28 Final check on the Cover tab 49:50 Lesson summary and what to expect in the next part -- Link to the model from the video: https://docs.google.com/spreadsheets/... If you liked the video, give it a like, suggest your ideas for new videos in the comments below, subscribe to our channel, and tell your friends about us! Our website: https://sf.education/ We're on Telegram: https://t.me/sf_education Our VK community: https://vk.com/sfeducation #financialmodel #ClaudeExcel #AI #Claude #aiinbusiness