model-update Skill
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 Published by anthropics in financial-services.
What is model-update Skill?
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 Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Data analysis use cases
Technical details
- Install or run with Copy skill directory
When to use model-update Skill
- Use it for data analysis.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/equity-research/skills/model-update/SKILL.md
What it does
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
Skill instructions
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: Rev
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Frequently asked questions
What is model-update?
model-update is a open-source AI agent skill with Copy skill directory. Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes.
Who is model-update best for?
model-update is best for reusing agent instructions, scripts, and references, data analysis workflows.
How do I install model-update?
Install or run model-update using Copy skill directory. Check model-update for the latest setup command.
Is model-update actively maintained?
model-update may need a closer maintenance check before production use.
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