Agent skill · business finance · anthropics
model-update
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
Why this skill is useful
Provides a structured workflow for updating financial models with specific data inputs and valuation recalculations that the AI wouldn't reliably generate on its own.
What it needs
About 2k tokens when loaded. Last updated 2026-08-04. 34,059 stars on the source repository.
What this skill does
Model Update Workflow Step 1: Identify What Changed Determine the update trigger: Earnings release: New quarterly actuals to plug in Guidance change: Company updated forward outlook Estimate revision: Analyst changing assumptions based on new data Macro update: Interest rates, FX, commodity prices changed Event-driven: M&A, restructuring, new product, management change Step 2: Plug New Data After Earnings Update the model with reported actuals: Line Item Prior Estimate Actual Delta Notes ----------- --------------- -------- ------- ------- Revenue Gross Margin Operating Expenses EBITDA EPS [Key metric 1] [Key metric 2] Segment Detail (if applicable): Update each segment's revenue and margin Note any segment mix shifts Balance Sheet / Cash Flow Updates: Cash and debt balances Share count (buybacks, dilution) Capex actual vs. estimate Working capital changes Step 3: Revise Forward Estimates Based on the new data, adjust forward estimates: Old FY Est New FY Est Change Old Next FY New Next FY Change --- ----------- ----------- -------- ------------ ------------ -------- Revenue EBITDA EPS Key Assumption Changes: What assumptions are you changing and why? Revenue growth rate: old → new (reason) Margin assumption: old → new (reason) Any new items (restructuring charges, one-time gains, etc.) Step 4: Valuation Impact Recalculate valuation with updated estimates: Valuation Method Prior Updated Change ----------------- ------- --------- -------- DCF fair value P/E (NTM EPS × target multiple) EV/EBITDA (NTM EBITDA × target multiple) Price Target Step 5: Summary & Action Estimate Change Summary: One paragraph: what changed, why, and what it means for the stock Is this a thesis-changing event or noise? Rating / Price Target: Maintain or change rating? New price target (if changed) with methodology Upside/downside to current price Step 6: Output Updated Excel model (if user provides the existing model) Estimate change summary (markdown or Word) Updated price target derivation Im …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/model-update--0b728a