Financial Model Refresh
Refresh forecasts, valuation, and price targets after earnings, guidance, or macro changes.
The skill only describes model updates and draft outputs, with no stated transaction execution or other external actions. However, it lacks explicit user confirmation, data-source disclosure, sensitive financial-data handling, permission boundaries, rollback, and audit-trail guidance, so points are deducted.
The workflow and tables are broadly self-consistent and require reconciliation to reported data. However, there are no scripts, tests, input validation, abnormal-path handling, or diagnosable failure messages; static calibration keeps the score below 10.
It identifies earnings, guidance, estimate, macro, and event-driven scenarios and lists major outputs. It does not define non-fit cases, input formats, exclusion triggers, Chinese-language support, or mainland-China network fit, so points are deducted.
The document has clear workflow layering, notes, and output guidance; the repository supplies an Apache-2.0 license and CI validation. The skill itself lacks versioning, changelog, maintenance ownership, dependency/install notes, examples, and troubleshooting guidance, so points are deducted.
It provides a useful framework for model updates, estimate-change tables, and valuation-impact analysis. However, it implements no calculations, contains no representative example, and offers no verified directly usable output, leaving substantial manual work.
The source is auditable, and repository CI includes plugin validation and secret scanning. There is no key-path test coverage for this skill, third-party execution evidence, or corroborating source material, so only limited credit is warranted.
- This is an analytical workflow template, not a verified model-calculation engine; actual data, formulas, valuation assumptions, and consensus comparisons require human review.
- Before use, define data sources, sensitive-data permissions, approval points, versioned model copies, and rollback procedures.
- No Chinese-output conventions or mainland-China data-service reachability guidance is provided.
What it does & when to use it
This skill updates financial models when quarterly results, management guidance, analyst assumptions, or macro variables change. It identifies the trigger, plugs in actual data, revises forward revenue, EBITDA, and EPS estimates, and recalculates valuation. Possible outputs include an updated Excel model, an estimate-change summary, and a price-target derivation. It is designed for equity-research workflows, with professional review still required.
Identifies earnings releases, guidance changes, estimate revisions, macro updates, and event-driven changes such as M&A or restructuring; compares new data with prior estimates for revenue, gross margin, operating expenses, EBITDA, EPS, segment results, cash, debt, share count, capex, and working capital; revises current-year and next-year estimates and key assumptions; recalculates DCF, P/E, and EV/EBITDA valuation and the price target; summarizes estimate changes, assesses whether the event changes the thesis, and documents rating, price target, and upside or downside.
- An equity-research analyst plugs reported quarterly results into an existing model and refreshes the full-year forecast.
- A coverage analyst revises revenue-growth, margin, and EPS assumptions after new company guidance.
- A research team evaluates the effect of changed interest rates, FX, or commodity prices on forecasts and valuation.
- An analyst updates event-driven assumptions after an acquisition, restructuring, product launch, or management change.
- A researcher compares revised estimates with consensus and prepares an estimate-change summary.
Pros & cons
- Covers the workflow from actual-data entry through forecast, valuation, and price-target updates.
- Explicitly addresses segment detail, balance-sheet items, cash flow, and share-count changes.
- Calls for separating non-recurring items, GAAP versus adjusted figures, and estimate-revision history.
- Provides a framework for deciding whether an event changes the thesis and rating.
- The SKILL.md names no specific data source, automatic web access, or MCP connector.
- It provides no industry-specific formulas, default valuation parameters, or target multiples.
- Excel-model output depends on the user supplying an existing model, and the exact mechanics are undocumented.
- Outputs require professional review; the repository states that its content is not investment advice.
How to install
The skill is located at plugins/vertical-plugins/equity-research/skills/model-update/SKILL.md. According to the repository README, add the marketplace with claude plugin marketplace add anthropics/financial-services, then install the equity-research plugin with claude plugin install equity-research@claude-for-financial-services. The source does not document a separate installation command for this individual skill.
How to use
In a session with the plugin installed, use /model-update, or enter “update model,” “plug earnings,” “refresh estimates,” “update numbers for [company],” “new guidance,” or “revise estimates.” To produce an updated Excel model, provide the existing model; the source does not specify file-format details or a data-connection setup.