Model Update

From the author

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".

— the description by Anthropic

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The Model Update skill provides a systematic process for financial analysts to incorporate new information into existing valuation models. It guides the user through identifying the source of change, updating historical actuals, revising forward-looking estimates, and recalculating valuation metrics. By following this standardized approach, analysts can ensure consistency, track their analytical progression, and clearly communicate the impact of new data on their investment thesis and price targets.

What it does

Guides the integration of quarterly earnings and management guidance into financial models.
Provides a structured template for comparing prior estimates against actual results.
Facilitates the revision of forward-looking revenue, EBITDA, and EPS projections.
Recalculates valuation metrics including DCF, P/E, and EV/EBITDA.
Assists in summarizing the impact of changes on the investment thesis and price targets.
Ensures non-recurring items and share count changes are accounted for in EPS calculations.

When to use it

Immediately following a company's quarterly earnings release.
When a company issues updated management guidance or outlook.
When significant macro changes necessitate a refresh of underlying assumptions.
When revising analyst estimates based on new market data or events.
When performing periodic maintenance on financial valuation models.

Advantages

Ensures a consistent and repeatable process for model maintenance.
Helps distinguish between market noise and material thesis-changing events.
Provides a clear audit trail of estimate revisions and analytical progression.
Standardizes the output for valuation impact and price target adjustments.

Usage examples

“Update numbers for Apple after their latest earnings release.”: The agent will prompt for the reported actuals, guide you through updating segment performance, and recalculate the DCF and price target based on the new data.
“Refresh estimates for Tesla based on the new guidance.”: The agent will help you adjust forward-looking revenue and margin assumptions, compare the new projections against the old ones, and summarize the impact on the valuation.

Install

Download the skill as a ZIP:
https://autogineer.com/agent-skills/anthropics/model-update/download

Unzip it into the cross-client skills folder of your project:

mkdir -p .agents/skills && unzip model-update.zip -d .agents/skills

Documentation by Anthropic

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

Files

ATTRIBUTION.mdAdded by AutoGineer922 B
LICENSELicence file added by AutoGineer11.1 KiB
SKILL.md3.3 KiB

Requirements and compatibility

Written for: Claude Code, Claude apps

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

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Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download model-update.zip