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".
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Install
Works with every agent the skills CLI supports.
npx skills add https://github.com/anthropics/financial-services --skill model-update- 01
Install
Run the command in your project. The CLI asks which agents to install for.
- 02
Describe the task
Ask your agent for something this skill covers. It loads model-update automatically when relevant.
- 03
Review the result
The agent follows the SKILL.md steps, scripts and references bundled with the skill.
SKILL.md
The instructions your agent reads when the skill is triggered.
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
Important Notes
- Always reconcile your estimates to the company's reported figures before projecting forward
- Note any non-recurring items and whether your estimates are GAAP or adjusted
- Track your estimate revision history — it shows your analytical progression
- If the quarter was noisy, separate signal from noise in your estimate changes
- Check consensus after updating — how do your revised estimates compare to the Street?
- Share count matters — dilution from stock comp, converts, or buybacks can materially affect EPS
FAQ
What does the model-update skill do?
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".
How do I install model-update?
Run npx skills add https://github.com/anthropics/financial-services --skill model-update in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/model-update/ (personal) or .claude/skills/model-update/ (project).
Which AI agents can use model-update?
Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.
Is model-update safe to install?
No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.
Who maintains model-update?
It is published by anthropics in anthropics/financial-services, and it is an official skill from the maker of the technology it covers. It has 1,029 recorded installs.
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